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![SuEricGP Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1479921688540172288.png) Eric García [@SuEricGP](/creator/twitter/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?

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

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946284503384650164/c:line.svg)

**Related Topics**
[googl](/topic/googl)
[goog](/topic/goog)
[pypl](/topic/pypl)
[$mc](/topic/$mc)
[$mcpa](/topic/$mcpa)
[$amd](/topic/$amd)
[$evvty](/topic/$evvty)
[$evo](/topic/$evo)

[Post Link](https://x.com/SuEricGP/status/1946284503384650164)