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giro - New Portfolio

Ron Peter heuvink

giro
Individual Investor
Ranked #356,492 out of 743,457 TipRanks' Investors
Success Rate
46%
248 out of 544
profitable transactions
Average Return
2.41%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
2.82% OKTA
2.76% TWLO
2.57% EAT
2.52% SMCI
2.45% BRK.B
86.88% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
39.94% Technology
17.42% Consumer Cyclical
10.69% Communication Services
8.97% Industrials
7.83% Financial
15.15% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CFLT
Confluent
$29.09
$0.55
(1.93%)
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$9.07B
-16.65%
CRWD
CrowdStrike Holdings
$385.05
$7.1
(1.81%)
Pre
0%
premium
30 Buy
1 Hold
0 Sell
Strong Buy
premium
$95.43B
168.67%
SPOT
Spotify Technology SA
$315.55
$1.71
(0.54%)
Pre
0%
premium
19 Buy
7 Hold
0 Sell
Moderate Buy
premium
$61.28B
95.47%
U
Unity Software
$16.01
$0.2
(1.27%)
Pre
0.19%
premium
5 Buy
4 Hold
2 Sell
Moderate Buy
premium
$6.18B
-63.62%
PYPL
PayPal Holdings
$58.97
$1.16
(2.01%)
Pre
0.17%
premium
13 Buy
16 Hold
0 Sell
Moderate Buy
premium
$60.47B
-15.11%
ZS
Zscaler
$196.66
$1.96
(0.99%)
Pre
0.04%
premium
25 Buy
6 Hold
0 Sell
Strong Buy
premium
$30.02B
35.49%
FVRR
Fiverr International
$21.29
$0.92
(4.14%)
Pre
0.38%
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$859.57M
-18.58%
LSPD
Lightspeed POS Inc
$13.73
$0.21
(1.51%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$2.09B
-16.63%
JD
JD
$26.09
$0.3
(1.16%)
Pre
1.19%
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$41.53B
-24.59%
DOCU
DocuSign
$54.32
$0.82
(1.49%)
Pre
0.17%
premium
3 Buy
10 Hold
2 Sell
Hold
premium
$11.29B
6.45%
LMND
Lemonade
$16.07
$0.39
(2.37%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$1.16B
-5.89%
SNOW
Snowflake
$141.92
$0.85
(0.6%)
Pre
0.37%
premium
25 Buy
8 Hold
0 Sell
Strong Buy
premium
$47.80B
-19.33%
TEAM
Atlassian
$182.28
$4.03
(2.26%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$46.40B
6.36%
PAYC
Paycom
$142.17
$0.13
(0.09%)
premium
1 Buy
14 Hold
0 Sell
Hold
premium
$8.27B
-55.14%
ASAN
Asana
$13.52
$0.47
(3.36%)
premium
3 Buy
8 Hold
2 Sell
Hold
premium
$3.19B
-36.44%
GRMN
Garmin
$161.49
$0.39
(0.24%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$30.94B
59.17%
SQ
Block
$64.58
$0.74
(1.16%)
Pre
0.31%
premium
23 Buy
6 Hold
1 Sell
Moderate Buy
premium
$39.39B
-3.56%
SKLZ
Skillz
$6.88
$0.03
(0.44%)
Pre
1.31%
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$146.71M
-28.12%
UPST
Upstart Holdings
$22.97
$0.07
(0.31%)
Pre
0.83%
premium
0 Buy
7 Hold
8 Sell
Moderate Sell
premium
$2.01B
-40.04%
SFIX
Stitch Fix
$4.10
$0.12
(3.02%)
premium
0 Buy
6 Hold
1 Sell
Hold
premium
$486.92M
-5.91%
ETSY
Etsy
$58.26
$1.25
(2.19%)
Pre
0.19%
premium
9 Buy
10 Hold
4 Sell
Hold
premium
$6.67B
-33.24%
DOCN
DigitalOcean Holdings
$35.17
$0.5
(1.44%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.16B
-12.34%
ROKU
Roku
$61.36
$1.11
(1.78%)
Pre
0.51%
premium
8 Buy
6 Hold
3 Sell
Moderate Buy
premium
$9.01B
-4.39%
TTD
Trade Desk
$98.34
$0.37
(0.38%)
Pre
0.06%
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$47.92B
26.49%
PATH
UiPath
$12.96
$0.08
(0.62%)
Pre
0.08%
premium
2 Buy
17 Hold
0 Sell
Hold
premium
$7.38B
-23.88%
PINS
Pinterest
$43.26
$0.18
(0.42%)
Pre
0.53%
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$29.43B
58.15%
AAPL
Apple
$220.27
$3.52
(1.62%)
Pre
0.24%
premium
24 Buy
10 Hold
1 Sell
Moderate Buy
premium
$3.32T
13.22%
MTCH
Match Group
$29.45
$0.11
(0.37%)
Pre
1.26%
premium
12 Buy
9 Hold
0 Sell
Moderate Buy
premium
$7.79B
-30.83%
OKTA
Okta
$93.61
$0.94
(0.99%)
premium
12 Buy
15 Hold
0 Sell
Moderate Buy
premium
$15.91B
36.51%
ZM
Zoom Video Communications
$58.34
$0.87
(1.47%)
Pre
0.29%
premium
5 Buy
15 Hold
1 Sell
Hold
premium
$18.31B
-13.30%
ZBRA
Zebra Tech
$310.03
$3.82
(1.25%)
premium
6 Buy
4 Hold
1 Sell
Moderate Buy
premium
$15.75B
4.64%
DXCM
Dexcom
$112.49
$0.32
(0.29%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$44.61B
-11.69%
CRM
Salesforce
$256.19
$0.02
(>0.01%)
Pre
0.08%
premium
29 Buy
10 Hold
1 Sell
Moderate Buy
premium
$248.27B
21.21%
DOCS
Doximity
$26.96
$0.51
(1.86%)
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$5.09B
-16.55%
VEEV
Veeva Systems
$182.85
$1.18
(0.65%)
premium
11 Buy
7 Hold
1 Sell
Moderate Buy
premium
$29.37B
-7.52%
TWLO
Twilio
$57.22
$0.47
(0.83%)
Pre
0.16%
premium
8 Buy
9 Hold
2 Sell
Moderate Buy
premium
$9.71B
-11.41%
AMD
Advanced Micro Devices
$164.31
$6.62
(4.2%)
Pre
0.36%
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$254.88B
36.15%
MRVL
Marvell
$71.60
$0.6
(0.85%)
Pre
0%
premium
25 Buy
1 Hold
0 Sell
Strong Buy
premium
$61.46B
17.18%
CHWY
Chewy
$24.87
$0.57
(2.24%)
Pre
0.12%
premium
14 Buy
7 Hold
1 Sell
Moderate Buy
premium
$11.09B
-33.75%
STKH
Steakholder Foods
$3.66
$0.025
(0.68%)
premium
premium
$10.07M
-55.12%
RMD
Resmed
$189.35
$2.41
(1.29%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$27.46B
-11.98%
FTNT
Fortinet
$61.01
$1.16
(1.94%)
Pre
0.8%
premium
9 Buy
20 Hold
2 Sell
Hold
premium
$45.72B
-19.84%
MASI
Masimo
$113.42
$2.98
(2.56%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$6.19B
-29.53%
SBUX
Starbucks
$76.83
$0.3
(0.39%)
Pre
0.08%
premium
9 Buy
18 Hold
0 Sell
Moderate Buy
premium
$87.37B
-20.29%
DGX
Quest Diagnostics
$136.64
$0.45
(0.33%)
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$15.23B
0.37%
INTC
Intel
$31.07
$0.23
(0.75%)
Pre
0.39%
premium
3 Buy
25 Hold
3 Sell
Hold
premium
$131.29B
-7.00%
S
SentinelOne
$20.46
$0.1
(0.49%)
Pre
0.05%
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$6.37B
34.57%
SOFI
SoFi Technologies
$6.45
$0.02
(0.31%)
Pre
0.31%
premium
4 Buy
9 Hold
3 Sell
Hold
premium
$6.80B
-24.53%
THCH
TH International
$0.68
$0.052
(7.13%)
premium
premium
$120.62M
-74.74%
ANET
Arista Networks
$357.01
$0.31
(0.09%)
Pre
0.39%
premium
12 Buy
3 Hold
1 Sell
Moderate Buy
premium
$111.78B
123.27%
VATE
INNOVATE Corp
$0.63
$0.005
(0.81%)
premium
premium
$80.93M
-65.93%
KNSL
Kinsale Capital Group
$381.44
$10.27
(2.62%)
premium
1 Buy
7 Hold
0 Sell
Hold
premium
$9.12B
6.11%
TEX
Terex
$53.38
$0.2
(0.37%)
premium
2 Buy
7 Hold
2 Sell
Hold
premium
$3.61B
-11.43%
MPC
Marathon Petroleum
$174.14
$0.65
(0.37%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$61.58B
51.74%
DINO
HF Sinclair Corporation
$53.60
$0.21
(0.39%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$10.26B
24.02%
PDD
PDD Holdings
$133.88
$0.9
(0.68%)
Pre
0.14%
premium
13 Buy
0 Hold
0 Sell
Strong Buy
premium
$176.68B
86.53%
SMCI
Super Micro Computer
$837.17
$24.85
(3.06%)
Pre
0.29%
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$47.57B
225.97%
MOD
Modine
$105.37
$2.69
(2.62%)
Pre
0.35%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.37B
196.68%
ASRT
Assertio Therapeutics
$1.15
$0.04
(3.36%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$113.20M
-78.52%
ASC
Ardmore Shipping
$22.44
$0.12
(0.54%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$931.40M
89.53%
DAR
Darling Ingredients
$37.20
$1.26
(3.51%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.74B
-43.97%
TTC
The Toro Company
$90.88
$0.45
(0.49%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$9.49B
-8.14%
RBLX
Roblox
$37.14
$0.08
(0.22%)
Pre
0.35%
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$23.72B
-11.97%
AMR
Alpha Metallurgical Resources
$326.25
$2.22
(0.68%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$4.27B
100.04%
ENVX
Enovix
$14.19
$0.91
(6.03%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.57B
-19.77%
ENPH
Enphase Energy
$95.77
$1.49
(1.53%)
Pre
0.04%
premium
17 Buy
8 Hold
3 Sell
Moderate Buy
premium
$13.23B
-43.52%
LHX
L3Harris Technologies
$223.60
$1.64
(0.74%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$42.10B
14.87%
TFC
Truist Financial
$39.56
$0.31
(0.79%)
premium
10 Buy
7 Hold
1 Sell
Moderate Buy
premium
$52.52B
33.01%
AMPH
Amphastar Pharmaceuticals
$37.58
$0.93
(2.41%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.88B
-33.18%
STRL
Sterling Construction
$112.96
$1.8
(1.57%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$3.54B
97.18%
MNST
Monster Beverage
$49.34
$0.56
(1.12%)
premium
9 Buy
5 Hold
2 Sell
Moderate Buy
premium
$51.98B
-13.36%
GRBK
Green Brick Partners
$54.68
$1.07
(1.92%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$2.50B
-2.13%
OPRA
Opera
$12.73
$0.71
(5.28%)
Pre
0.24%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.22B
-33.76%
GCT
GigaCloud Technology, Inc. Class A
$31.44
$0.56
(1.75%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.30B
347.55%
TMUS
T Mobile US
$179.98
$0.9
(0.5%)
Pre
0.02%
premium
17 Buy
0 Hold
0 Sell
Strong Buy
premium
$209.86B
30.10%
BWAY
Brainsway
$5.92
$0.06
(1.02%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$99.83M
161.61%
ANF
Abercrombie Fitch
$183.36
$1.23
(0.67%)
Pre
0.51%
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$9.43B
395.01%
CLS
Celestica
$58.67
$0.88
(1.52%)
Pre
1.12%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$6.77B
296.64%
MFC
Manulife Financial
$26.43
$0.13
(0.49%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$47.61B
47.16%
CPNG
Coupang
$20.90
$0.18
(0.85%)
Pre
0%
premium
7 Buy
1 Hold
1 Sell
Moderate Buy
premium
$37.69B
21.57%
DASH
DoorDash
$107.45
$1.06
(0.98%)
premium
17 Buy
9 Hold
0 Sell
Moderate Buy
premium
$44.37B
37.86%
APP
AppLovin
$83.68
$1.14
(1.34%)
Pre
0.01%
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$27.91B
227.24%
CAAP
Corporacion America Airports SA
$16.55
$0.02
(0.12%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.67B
35.27%
MHO
M/I Homes
$117.63
$0.07
(0.06%)
premium
premium
$3.27B
36.56%
PEP
PepsiCo
$163.58
$0.69
(0.42%)
Pre
0.06%
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$223.94B
-9.17%
POWL
Powell Industries
$144.74
$1.31
(0.91%)
Pre
0.32%
premium
premium
$1.72B
139.95%
ELF
e.l.f. Beauty
$204.23
$0.07
(0.03%)
Pre
0.29%
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$11.51B
80.27%
FSLY
Fastly
$7.17
$0.06
(0.83%)
premium
2 Buy
7 Hold
1 Sell
Hold
premium
$987.62M
-54.44%
EQT
EQT
$36.96
$0.27
(0.74%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$16.20B
-8.39%
CAH
Cardinal Health
$96.54
$1.22
(1.25%)
premium
6 Buy
6 Hold
1 Sell
Moderate Buy
premium
$23.81B
5.48%
RCL
Royal Caribbean
$156.61
$0.14
(0.09%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$40.27B
51.62%
NICE
NICE
$169.54
$0.94
(0.56%)
Pre
0.69%
premium
15 Buy
0 Hold
0 Sell
Strong Buy
premium
$10.84B
-16.54%
EAT
Brinker International
$71.06
$1.49
(2.05%)
premium
4 Buy
4 Hold
2 Sell
Hold
premium
$3.23B
95.76%
GRAB
Grab
$3.50
$0.03
(0.85%)
Pre
0.57%
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$13.95B
2.92%
GM
General Motors
$46.95
$0.27
(0.58%)
Pre
0.04%
premium
12 Buy
3 Hold
1 Sell
Moderate Buy
premium
$53.26B
21.15%
CELH
Celsius Holdings
$57.24
$0.6
(1.04%)
Pre
0.4%
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$13.48B
17.04%
BLBD
Blue Bird
$47.44
$3.45
(6.78%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.64B
126.48%
MCK
McKesson
$584.83
$1.51
(0.26%)
Pre
0%
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$76.05B
40.05%
ACLS
Axcelis Technologies
$141.22
$0.53
(0.38%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$4.58B
-22.59%
ONON
On Holding AG
$37.22
$0.81
(2.13%)
Pre
0.62%
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$12.14B
14.69%