Jan Adamec
Jan Adamec @WarrenBuffett96

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Jan Adamec
Jan Adamec
Kupione $NU @14.14
Czechy
📣 UPDATE TO ALL MY COPIERS & FOLLOWERS 📣 I’ve just ✅ ADDED 13.5% ✅ to my position in $NU (Nu Holdings Ltd.), allocating 0.6% of my equity💰. 📊 $NU now represents 4.8% of our portfolio with an average cost basis of $13.49 🛍️. Here is the latest from FY 2025 results: 💡 Strong Growth + Scalability: •... Pokaż więcej Przetłumacz
NU
Nu Holdings Ltd.
13.79
-0.46 (-3.23%)
Jan Adamec
Jan Adamec
Zamknięte $CDNS kup pozycję
Czechy
📣 UPDATE FOR ALL MY COPIERS & FOLLOWERS 📣 I've just ❌ EXITED ❌ our $CDNS (Cadence Design Systems Inc) position, locking in a nice 26.7% profit 💰 after only 3 months in the portfolio. Why ⁉️ $CDNS remains a high-quality business, but the valuation has become elevated on a GAAP basis. Moreover,... Pokaż więcej Przetłumacz
CDNS
Cadence Design Systems Inc
31.04%
Historia transakcji
Jan Adamec
Jan Adamec
Zamknięte $SNPS kup pozycję
Czechy
📣 UPDATE FOR ALL MY COPIERS & FOLLOWERS 📣 I've just ❌ EXITED ❌ our $SNPS (Synopsys Inc) position, locking in a 14.2% profit 💰 after only 3 months in the portfolio. Why ⁉️ $SNPS remains a high-quality business, but the valuation has become elevated on a GAAP basis. Now, I will reallocate... Pokaż więcej Przetłumacz
SNPS
Synopsys Inc
20.93%
Historia transakcji
Jan Adamec
📊 MONTHLY PORTFOLIO UPDATE - APRIL 2026 📊 As I promised in April, I regularly share our TOP 20 holdings (that represent more than 2/3 of the portfolio), along with all key changes in position sizes each month, so you can clearly see what changes I made 🔍. This is mainly for my copiers, so you do... Pokaż więcej Przetłumacz
Jan Adamec
Jan Adamec
Kupione $TSM @386.34
Czechy
📣 UPDATE FOR ALL MY COPIERS & FOLLOWERS 📣 I've just ✅ ADDED 38.3% ✅ to my position in $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR), allocating 0.3% of my equity 💰. 📊 $TSM now represents 1.1% of our portfolio with an attractive average entry price of $213.86 🛍️. $TSM is the world's... Pokaż więcej Przetłumacz
TSM
Taiwan Semiconductor Manufacturing Co Ltd - ADR
410.92
-2.47 (-0.60%)
Jan Adamec
Jan Adamec
Zamknięte $ASML kup pozycję
Czechy
📣 UPDATE FOR ALL MY COPIERS & FOLLOWERS 📣 I've just ❌ EXITED ❌ our $ASML (ASML Holding NV) position, locking in a nice 93.8% profit 💰 after roughly 9 months in the portfolio. Why ⁉️ $ASML remains a high-quality business, but the valuation is now elevated. That's why I had been gradually... Pokaż więcej Przetłumacz
ASML
ASML Holding NV
938.11%
Historia transakcji
Jan Adamec
Jan Adamec
Kupione $FICO @891.21
Czechy
📣 UPDATE FOR ALL MY COPIERS & FOLLOWERS 📣 I've just ✅ ADDED 8.1% ✅ to my position in $FICO (Fair Isaac Corporation), allocating 1.22% of my equity 💰. YES, I'M QUITE STUBBORN 😂. 📊 $FICO is by far our largest holding, representing 15.9% of our portfolio with an average cost basis of... Pokaż więcej Przetłumacz
FICO
Fair Isaac Corporation
1124.84
-2.39 (-0.21%)
Jan Adamec
Jan Adamec
Kupione $DELL @211.15
Czechy
📣 UPDATE TO ALL MY COPIERS & FOLLOWERS 📣 I've just ✅ OPENED ✅ a new position using 0.31% of my equity in $DELL (Dell Technologies Inc C) with a cost basis of $211.15 🛍️. $DELL is a global leader in servers, storage, and enterprise IT infrastructure — increasingly positioned at the center... Pokaż więcej Przetłumacz
DELL
Dell Technologies Inc C
260.12
30.19 (13.11%)
Jan Adamec
Jan Adamec
Kupione $SMR @12.06
Czechy
📣 UPDATE TO ALL MY COPIERS & FOLLOWERS 📣 I've just ✅ OPENED ✅ a new position using 0.31% of my equity in $SMR (NuScale Power Corporation) with a cost basis of $12.06 🛍️. $SMR is a leading developer of small modular reactors (SMRs) focused on delivering safe, scalable, carbon-free nuclear... Pokaż więcej Przetłumacz
SMR
NuScale Power Corporation
12.46
-0.03 (-0.24%)
Jan Adamec
Jan Adamec
Kupione $OKLO @64.85
Czechy
📣 UPDATE TO ALL MY COPIERS & FOLLOWERS 📣 I've just ✅ OPENED ✅ a new position using 0.31% of my equity in $OKLO (Oklo Inc) with a cost basis of $64.85 🛍️. $OKLO is an advanced nuclear company developing small modular reactors (SMRs) focused on delivering clean, reliable, and scalable power... Pokaż więcej Przetłumacz
OKLO
Oklo Inc
72.44
0.68 (0.95%)

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