Jay Smith
Jay Smith @jaynemesis
Portfolio
Market (39)
Direction
Invested
P/L(%)
Value
Sell
Buy
Last updated on: 13/01/2026
MSFT
MSFT
Microsoft
Long
7.82%
16.89%
7.01%
475.20
475.50
CRWD
CRWD
Crowdstrike Holdings
Long
6.10%
43.37%
6.71%
463.50
466.00
NVDA
NVDA
NVIDIA Corporation
Long
5.42%
62.97%
6.77%
185.43
185.51
GOOG
GOOG
Alphabet
Long
4.50%
99.42%
6.88%
335.03
335.08
UI
UI
Ubiquiti Inc
Long
4.47%
67.71%
5.75%
577.67
580.53
ABBN.ZU
ABBN.ZU
ABB LTD
Long
4.46%
71.97%
5.89%
60.20
60.24
SPOT
SPOT
Spotify Technologies SA
Long
4.13%
21.81%
3.86%
529.88
530.40
TT
TT
Trane Technologies
Long
3.92%
17.61%
3.54%
382.78
385.47
ETN
ETN
Eaton Corp PLC
Long
3.87%
17.68%
3.49%
329.10
330.00
SOFI
SOFI
SoFi Technologies Inc
Long
3.64%
78.78%
5.00%
26.77
26.80
MELI
MELI
MercadoLibre Inc
Long
3.21%
2.52%
2.53%
2135.00
2148.00
PRY.MI
PRY.MI
Prysmian Group
Long
3.13%
63.90%
3.93%
85.34
85.38
VRSK
VRSK
Verisk Analytics
Long
3.09%
-23.70%
1.81%
223.81
226.39
IBE.MC
IBE.MC
Iberdrola
Long
2.97%
33.35%
3.04%
18.285
18.290
TTWO
TTWO
Take Two Interactive Software Inc
Long
2.85%
19.74%
2.62%
248.42
248.90
RDDT
RDDT
Reddit Inc
Long
2.82%
30.30%
2.82%
243.94
244.46
FSLR
FSLR
First Solar, Inc.
Long
2.60%
10.66%
2.20%
238.22
238.80
AMZN
AMZN
Amazon.com Inc
Long
2.30%
32.26%
2.34%
245.68
246.10
AMD
AMD
Advanced Micro Devices Inc
Long
2.12%
26.90%
2.07%
210.81
210.95
V
V
Visa
Long
2.08%
13.46%
1.81%
342.64
345.61
ETOR
ETOR
eToro Group LTD
Long
1.95%
-18.35%
1.22%
31.97
31.99
SIE.DE
SIE.DE
Siemens Aktiengesellschaft
Long
1.73%
14.18%
1.52%
258.05
258.10
GAW.L
GAW.L
Games Workshop
Long
1.70%
24.10%
1.62%
18300.00
18330.00
HIMS
HIMS
Hims & Hers Health Inc
Long
1.59%
-3.81%
1.17%
32.31
32.33
TAN
TAN
Invesco Solar ETF
Long
1.56%
5.58%
1.27%
52.06
52.33
NEE
NEE
NextEra Energy Inc
Long
1.55%
7.15%
1.27%
81.01
81.24
ROCKB.CO
ROCKB.CO
Rockwool International B A/S
Long
1.54%
8.43%
1.28%
218.65
218.95
INTU
INTU
Intuit Inc
Long
1.41%
15.16%
1.25%
630.00
634.00
NEX.PA
NEX.PA
Nexans SA
Long
1.34%
20.50%
1.24%
122.00
122.10
SU.PA
SU.PA
Schneider Electric SE
Long
1.31%
16.97%
1.18%
235.95
236.05
GRMN
GRMN
Garmin Ltd.
Long
1.28%
15.60%
1.14%
209.59
211.48
SCCO
SCCO
Southern Copper Corp
Long
1.17%
15.63%
1.04%
175.99
176.14
CARR
CARR
Carrier Global Corp
Long
1.01%
-28.47%
0.55%
55.00
55.82
WAB
WAB
Wabtec Corp
Long
0.98%
8.93%
0.82%
224.90
228.29
TRMB
TRMB
Trimble Inc.
Long
0.92%
23.90%
0.88%
80.00
81.44
IOT
IOT
Samsara Inc
Long
0.92%
-20.43%
0.56%
33.46
33.47
TSLA
TSLA
Tesla Motors, Inc.
Short
0.78%
-0.79%
0.60%
449.21
449.35
0968.HK
0968.HK
Xinyi Solar Holdings Ltd
Long
0.45%
-10.35%
0.31%
3.18
3.19
MELI.RTH
MELI.RTH
MercadoLibre Inc
Long
0.39%
7.64%
0.32%
2149.00
2150.04
Balance
0.91%
Balance