Gian-Luca Thalmann
Gian-Luca Thalmann @PeteLynch
Portfolio
Market (22)
Direction
Invested
P/L(%)
Value
Sell
Buy
Last updated on: 18/08/2026
MA
MA
Mastercard
Long
11.45%
21.75%
9.89%
573.29
574.00
MSCI
MSCI
MSCI Inc
Long
8.72%
-2.37%
6.04%
556.39
569.12
FICO
FICO
Fair Isaac Corporation
Long
6.42%
-6.03%
4.28%
1075.00
1096.00
FTNT
FTNT
Fortinet Inc
Long
5.89%
94.53%
8.12%
157.00
158.81
SPGI
SPGI
S&P Global Inc
Long
5.55%
-15.11%
3.34%
415.48
420.00
KLAC
KLAC
KLA Corp
Long
5.35%
0.13%
3.80%
193.54
193.85
IGV
IGV
Ishares Expanded Tech-Softwa
Long
5.07%
15.26%
4.15%
101.96
101.98
MCO
MCO
Moody's Corp.
Long
5.02%
2.75%
3.66%
485.80
490.00
V
V
Visa
Long
4.87%
41.23%
4.88%
364.00
364.80
ETH
ETH
Ethereum
Long
4.76%
-12.10%
2.97%
1917.7500
1917.8800
INTU
INTU
Intuit Inc
Long
4.67%
-47.09%
1.75%
348.00
350.00
META
META
Meta Platforms Inc
Long
3.93%
49.05%
4.15%
544.62
545.00
ASM.NV
ASM.NV
ASM International NV
Long
3.85%
117.18%
5.93%
846.20
846.40
MELI
MELI
MercadoLibre Inc
Long
3.75%
24.70%
3.31%
1778.14
1794.00
SHOP
SHOP
Shopify Inc.
Long
3.55%
57.14%
3.96%
146.30
146.90
LRCX
LRCX
Lam Research Corp
Long
3.21%
257.83%
8.15%
323.68
326.06
MNST
MNST
Monster Beverage Corp
Long
3.21%
68.50%
3.84%
47.35
47.49
AMAT
AMAT
Applied Materials Inc
Long
2.39%
207.50%
5.21%
507.27
509.60
ASML.NV
ASML.NV
ASML Holding NV
Long
2.38%
241.53%
5.77%
1540.40
1540.60
GOOG
GOOG
Alphabet
Long
2.24%
101.67%
3.20%
341.04
341.50
ISRG
ISRG
Intuitive Surgical Inc
Long
2.04%
65.75%
2.40%
391.18
394.00
KNSL
KNSL
Kinsale Capital Group Inc.
Long
1.67%
0.74%
1.19%
372.70
373.87
Balance
0%
Balance