Investor Leo Nelissen identifies Amazon, Canadian Pacific Kansas City (CPKC), and GE Aerospace as core holdings in his focused 15-stock portfolio. He praises Amazon's strong digital infrastructure and AWS growth, CPKC's unique rail network and pricing power, and GE Aerospace's high-margin services and projected earnings growth. These companies are seen as having durable competitive advantages and promising long-term revenue and earnings potential. Nelissen's approach emphasizes buying stocks to hold indefinitely for sustained growth.
Amazon trades at USD 228.20 on Pluang as of Oct 30, 2026 18:11 WIB, down 6.39% in one day, showing notable volatility despite its $2.64 trillion market cap. GE Aerospace, another core holding mentioned, is priced at USD 313.88 with a slight 0.27% gain on the same day. These figures highlight the dynamic market environment for key stocks in focused portfolios like the one Leo Nelissen describes.
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