Disruptive Stocks Strategy
Disruptive Stocks Strategy@II-Disruptive
Portfolio
Market (38)
Direction
Price
P/L(%)
Value
Sell
Buy
Last updated on: 17/07/2025
V
V
Visa
Long
349.90 2.88 (0.83%)
61.17%
2.37%
S
349.78
B
349.96
UBER
UBER
Uber Technologies Inc.
Long
90.75 -1.46 (-1.58%)
4.10%
1.96%
S
90.74
B
90.75
TSM
TSM
Taiwan Semiconductor Manufacturing Co Ltd - ADR
Long
237.56 0.6100 (0.26%)
175.46%
2.36%
S
237.58
B
237.69
SPOT
SPOT
Spotify Technologies SA
Long
705.55 -4.91 (-0.69%)
1.24%
1.91%
S
705.43
B
706.51
SNPS
SNPS
Synopsys Inc
Long
571.20 2.10 (0.37%)
43.71%
2.84%
S
569.02
B
569.66
SNOW
SNOW
Snowflake Inc.
Long
211.94 -0.8500 (-0.40%)
30.69%
2.56%
S
211.78
B
211.89
SMCI
SMCI
Super Micro Computer, Inc
Long
53.22 0.0500 (0.09%)
9.91%
1.66%
S
53.22
B
53.23
SAP.DE
SAP.DE
SAP SE
Long
261.45 0.15 (0.06%)
0.39%
2.27%
S
262.00
B
262.05
PAYX
PAYX
Paychex Inc
Long
142.25 1.57 (1.12%)
1.03%
1.52%
S
142.26
B
142.28
PANW
PANW
Palo Alto Networks
Long
192.59 0.3400 (0.18%)
105.79%
3.00%
S
192.59
B
192.61
ORCL
ORCL
Oracle Corporation
Long
241.30 6.34 (2.70%)
57.99%
2.38%
S
241.20
B
241.33
NVDA
NVDA
NVIDIA Corporation
Long
171.37 0.6700 (0.39%)
58.14%
2.38%
S
171.35
B
171.36
NOW
NOW
ServiceNow Inc
Long
966.97 10.05 (1.05%)
44.40%
2.72%
S
966.58
B
966.97
NFLX
NFLX
Netflix, Inc.
Long
1250.31 -9.96 (-0.79%)
228.01%
2.47%
S
1250.56
B
1250.72
MSFT
MSFT
Microsoft
Long
505.62 -0.2000 (-0.04%)
37.71%
2.33%
S
505.65
B
505.72
META
META
Meta Platforms Inc
Long
702.91 -7.48 (-1.05%)
37.04%
2.26%
S
702.78
B
702.89
MELI
MELI
MercadoLibre
Long
2405.15 15.15 (0.63%)
88.07%
2.25%
S
2403.19
B
2404.61
MA
MA
Mastercard
Long
555.52 5.16 (0.94%)
59.96%
2.71%
S
555.10
B
555.39
KLAC
KLAC
KLA Corporation
Long
933.49 -3.04 (-0.32%)
30.60%
2.02%
S
933.61
B
933.84
ISRG
ISRG
Intuitive Surgical Inc
Long
512.64 0.4100 (0.08%)
40.72%
1.93%
S
512.52
B
512.67
IOS.DE
IOS.DE
IONOS Group SE
Long
41.43 -0.02 (-0.05%)
11.05%
2.51%
S
41.60
B
41.65
INTU
INTU
Intuit Corp
Long
750.72 4.77 (0.64%)
97.55%
2.72%
S
750.71
B
751.02
IFX.DE
IFX.DE
Infineon Technologies AG
Long
37.768 0.168 (0.45%)
10.92%
1.71%
S
37.895
B
37.910
GOOG
GOOG
Alphabet
Long
183.77 0.6700 (0.37%)
67.21%
2.44%
S
183.76
B
183.77
GEN
GEN
Gen Digital Inc
Long
30.02 0.1100 (0.37%)
8.53%
2.45%
S
30.02
B
30.03
FTNT
FTNT
Fortinet Inc
Long
103.44 -1.49 (-1.42%)
136.27%
2.93%
S
103.41
B
103.45
EBAY
EBAY
eBay
Long
76.92 -0.3000 (-0.39%)
-1.57%
1.85%
S
76.95
B
76.96
CRM
CRM
Salesforce Inc
Long
257.95 0.3700 (0.14%)
17.03%
2.20%
S
257.77
B
257.96
CHKP
CHKP
Check Point Software Technologies
Long
218.07 -0.7100 (-0.32%)
-4.39%
2.88%
S
218.06
B
218.14
BKNG
BKNG
Booking Holdings Inc
Long
5658.13 -17.40 (-0.31%)
-0.35%
1.88%
S
5654.08
B
5657.50
AVGO
AVGO
Broadcom Inc
Long
280.81 -0.1300 (-0.05%)
130.40%
2.16%
S
280.72
B
280.83
ASML.NV
ASML.NV
ASML Holding NV
Long
633.94 3.94 (0.63%)
-21.62%
2.01%
S
636.30
B
636.40
APH
APH
Amphenol Corporation
Long
100.55 1.11 (1.12%)
2.61%
1.93%
S
100.48
B
100.52
AMZN
AMZN
Amazon.com Inc
Long
223.19 -3.16 (-1.40%)
28.94%
2.19%
S
223.19
B
223.20
AMD
AMD
Advanced Micro Devices Inc
Long
160.08 4.47 (2.87%)
47.07%
2.80%
S
160.15
B
160.16
ADBE
ADBE
Adobe Systems Inc
Long
361.77 -2.41 (-0.66%)
-12.88%
1.31%
S
361.80
B
361.90
ABNB
ABNB
Airbnb Inc
Long
136.71 0.1700 (0.12%)
-15.66%
2.19%
S
136.69
B
136.71
AAPL
AAPL
Apple
Long
210.16 1.05 (0.50%)
27.67%
2.60%
S
210.18
B
210.19
Balance
16.91%
Balance