Consolidated - New Portfolio

Paul Fisher

Consolidated
Individual Investor
Ranked #530 out of 759,673 TipRanks' Investors
Success Rate
75%
71 out of 95
profitable transactions
Average Return
228.53%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
90.72% TTD
1.53% MELI
1.48% SHOP
0.92% AAPL
0.81% LRCX
4.54% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
96.99% Technology
2.09% Consumer Cyclical
0.80% Communication Services
0.11% Financial
0.02% Healthcare
0.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SMAR
Smartsheet
$55.53
$0.04
(0.07%)
premium
3 Buy
15 Hold
0 Sell
Hold
premium
$7.73B
39.87%
TWLO
Twilio
$67.48
$1.21
(1.83%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$10.84B
21.65%
MDB
MongoDB
$265.36
$12.36
(4.89%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$19.60B
-21.21%
LRCX
Lam Research
$81.54
$0.43
(0.53%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$105.69B
30.29%
ANET
Arista Networks
$395.97
$5.86
(1.5%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$124.40B
110.59%
CRWD
CrowdStrike Holdings
$292.24
$8.49
(2.99%)
premium
35 Buy
5 Hold
1 Sell
Strong Buy
premium
$71.64B
76.80%
PAYC
Paycom
$167.97
$1.41
(0.85%)
premium
0 Buy
11 Hold
0 Sell
Hold
premium
$9.65B
-37.85%
CRNC
Cerence
$2.68
$0.04
(1.52%)
premium
1 Buy
5 Hold
0 Sell
Hold
premium
$112.04M
-85.31%
CGNX
Cognex
$39.52
$0.33
(0.84%)
premium
4 Buy
4 Hold
1 Sell
Moderate Buy
premium
$6.78B
-6.24%
MRVL
Marvell
$73.41
$1.17
(1.62%)
premium
22 Buy
1 Hold
0 Sell
Strong Buy
premium
$63.59B
38.25%
TEAM
Atlassian
$171.00
$10.56
(6.58%)
premium
14 Buy
7 Hold
0 Sell
Moderate Buy
premium
$44.46B
-8.97%
TTD
Trade Desk
$113.00
$1.54
(1.38%)
premium
20 Buy
3 Hold
1 Sell
Strong Buy
premium
$55.70B
44.57%
SWKS
Skyworks Solutions
$96.83
$0.1
(0.1%)
premium
4 Buy
11 Hold
1 Sell
Hold
premium
$15.47B
0.07%
PLUG
Plug Power
$2.15
$0.09
(4.37%)
premium
5 Buy
7 Hold
4 Sell
Hold
premium
$1.89B
-66.41%
ROKU
Roku
$75.89
$0.44
(0.58%)
premium
9 Buy
10 Hold
1 Sell
Moderate Buy
premium
$10.98B
8.35%
AFRM
Affirm Holdings
$39.36
$0.86
(2.23%)
premium
6 Buy
7 Hold
2 Sell
Moderate Buy
premium
$12.25B
124.78%
OKTA
Okta
$72.31
$0.22
(0.31%)
premium
10 Buy
16 Hold
1 Sell
Moderate Buy
premium
$12.28B
-6.07%
TXN
Texas Instruments
$202.71
$1.04
(0.52%)
premium
8 Buy
13 Hold
3 Sell
Hold
premium
$185.08B
30.69%
AMZN
Amazon
$186.51
$4.55
(2.5%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
48.07%
AAPL
Apple
$226.80
$1.13
(0.5%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
29.67%
GM
General Motors
$45.68
$0.7
(1.56%)
premium
10 Buy
4 Hold
3 Sell
Moderate Buy
premium
$51.34B
50.71%
ZM
Zoom Video Communications
$68.66
$1.45
(2.16%)
premium
5 Buy
16 Hold
1 Sell
Hold
premium
$21.13B
6.42%
PANW
Palo Alto Networks
$342.36
$6.42
(1.91%)
premium
32 Buy
6 Hold
0 Sell
Strong Buy
premium
$111.47B
44.59%
MU
Micron
$102.25
$0.43
(0.42%)
premium
22 Buy
1 Hold
1 Sell
Strong Buy
premium
$113.38B
48.08%
BABA
Alibaba
$114.53
$1.69
(1.5%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$280.97B
36.88%
AVGO
Broadcom
$176.64
$4.75
(2.76%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$825.01B
114.41%
BIDU
Baidu
$110.46
$1.23
(1.13%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$41.29B
-15.10%
FROG
JFrog
$28.76
$1.22
(4.43%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18B
18.89%
ESTC
Elastic
$79.01
$2.81
(3.69%)
premium
14 Buy
9 Hold
0 Sell
Moderate Buy
premium
$8.12B
3.78%
CRM
Salesforce
$287.75
$6.84
(2.43%)
premium
31 Buy
9 Hold
1 Sell
Moderate Buy
premium
$275.09B
42.44%
META
Meta Platforms
$595.94
$13.17
(2.26%)
premium
42 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.51T
95.52%
MCHP
Microchip
$77.68
$0.35
(0.45%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$41.68B
-2.34%
SNOW
Snowflake
$114.72
$4.25
(3.85%)
premium
23 Buy
11 Hold
0 Sell
Moderate Buy
premium
$38.45B
-23.65%
NVDA
Nvidia
$124.92
$2.07
(1.68%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.06T
179.54%
AMRC
Ameresco
$34.68
$0.38
(1.11%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.82B
4.49%
CRSP
Crispr Therapeutics AG
$45.37
$0.47
(1.05%)
premium
10 Buy
6 Hold
2 Sell
Moderate Buy
premium
$3.86B
5.51%
MELI
Mercadolibre
$1960.00
$0.8
(0.04%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$99.37B
58.38%
PLL
Piedmont Lithium
$11.89
$1.985
(20.03%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$231.11M
-65.55%
PYPL
PayPal Holdings
$79.36
$2.05
(2.65%)
premium
17 Buy
15 Hold
0 Sell
Moderate Buy
premium
$81.13B
38.06%
NXPI
NXP Semiconductors
$234.24
$1
(0.43%)
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$59.67B
19.85%
EPAM
Epam Systems
$198.35
$2.63
(1.34%)
premium
8 Buy
7 Hold
1 Sell
Moderate Buy
premium
$11.29B
-18.76%
GOOGL
Alphabet Class A
$167.06
$1.2
(0.72%)
premium
30 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.06T
23.68%
CTSH
Cognizant
$77.14
$0.61
(0.8%)
premium
2 Buy
12 Hold
0 Sell
Hold
premium
$38.24B
13.71%
NBIS
Nebius Group
premium
premium
$6.79B
0.00%
ZS
Zscaler
$173.93
$4.3
(2.53%)
premium
22 Buy
10 Hold
0 Sell
Moderate Buy
premium
$26.52B
13.46%
SHOP
Shopify
$82.43
$4.29
(5.49%)
premium
23 Buy
12 Hold
0 Sell
Moderate Buy
premium
$106.34B
57.94%
SLAB
Silicon Laboratories
$116.58
$2.78
(2.44%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.76B
1.27%
FI
Fiserv
$185.42
$2.06
(1.12%)
premium
20 Buy
5 Hold
0 Sell
Strong Buy
premium
$106.75B
63.87%
JD
JD
$46.97
$2.37
(5.31%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$73.93B
63.94%
OUST
Ouster
$6.38
$0.22
(3.57%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$308.35M
38.70%