[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![FluentInQuality Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1618932321679282178.png) Yorrin | FluentInQuality [@FluentInQuality](/creator/twitter/FluentInQuality) on x 2575 followers
Created: 2025-03-01 11:37:06 UTC

My portfolio as of today including total profit (loss)👇🏻

• Amazon $AMZN: XX%
• Visa $V: XXXX%
• LVMH $MC.PA / $LVMH: +2.6%
• MercadoLibre $MELI: +17.8%
• ASML $ASML: +6.3%
• Dino Polska $DNP/ $DNOPY: +36.9%
• NVIDIA $NVDA: +6.3%
• Adobe $ADBE: (3.4)%
• Copart $CPRT: +33.5%
• Alphabet $GOOGL: (0.4)
• Kinsale Capital $KNSL: +14.6%

Last week most of my positions took some hits, driving the overall profits lower. Do I care? Nope. Still holding these compounders until my thesis changes.

Content with the results. Content with the companies. Content with the allocation. Content with their fundamentals.

I still have faith in Adobe and Google, the only 'losing' positions, and my thesis remains intact. I am not dropping these; I am playing the waiting game.

Do you hold any of these positions?

![](https://pbs.twimg.com/media/Gk86CN2XcAA4xP4.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1895800460923289675/c:line.svg)

**Related Topics**
[googl](/topic/googl)
[nvda](/topic/nvda)
[amzn](/topic/amzn)
[positions](/topic/positions)
[$adbe](/topic/$adbe)
[adobe](/topic/adobe)
[$dnopy](/topic/$dnopy)
[$asml](/topic/$asml)

[Post Link](https://x.com/FluentInQuality/status/1895800460923289675)