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Eric García @SuEricGP on x XXX followers
Created: 2025-07-18 19:02:40 UTC
Personal Portfolio Holdings
I value transparency above all else.
XX% or my portfolio is concentrated in X companies.
$PYPL $MNSO $GOOG $GOOGL $EVO $EVVTY $AMD
The remaining companies can be categorized as follows:
Contrarian positions $UNH $CNXC
Awaiting for growth recovery (with great buybacks) $MC.PA $MC $CROX
Growth acceleration $TMDX
Quality companies (adjust weight as needed) $KNSL $NVDA $DNP
Interesting new positions $ASML $NVO $OSCR
Do you own any of these? What would you change?
XXXXX engagements
