It has been removed from plain crusing in my Shares and Shares ISA in 2025. A handful of my US-listed progress shares have fallen considerably, notably Novo Nordisk (-21%) and The Commerce Desk (-32%).

Fortunately, these laggards have simply been offset by shares doing very effectively. Listed below are three of the standout performers which were driving wealth in my ISA this yr.

Uber

First up is Uber Applied sciences (NYSE: UBER), whose shares are up a stunning 46% yr so far.

The ride-hailing and meals supply large continues to serve up spectacular progress. Journeys in Q1 rose 18% yr on yr to 3bn, supporting a 14% improve in income to $11.5bn (+17% on a relentless forex foundation).

One factor that attracted me to the corporate is its asset-light mannequin. CFO Prashanth Mahendra-Rajah says Uber has “multiple levers in our control to generate industry-leading cash flow growth.” We’re seeing this play out — quarterly free money stream surged 66% to $2.3bn.

Arguably the most important threat right here stays Tesla‘s plans for a large-scale robotaxi network. While Uber’s partnering with dozens of robotaxi corporations all over the world, Tesla’s indicated it plans to go it alone with its personal consumer-facing app. That would sooner or later siphon off customers from Uber.

My very own view is that will probably be years earlier than such a robotaxi community challenges Uber on a worldwide scale. Elon Musk has described Europe as a “layer cake of rules and forms“, which suggests synthetic intelligernce-powered robotaxis received’t be navigating the busy streets of London and Paris anytime quickly.

I feel Uber has years of progress left within the tank and I plan so as to add to my holding on dips.

Duolingo

Subsequent, we have now language studying agency Duolingo (NASDAQ: DUOL). I solely purchased this inventory in the beginning of 2025, so it’s good to see it up 59% already.

I’ve been banging on about this inventory for some time, so I received’t repeat myself. However the firm had 49% extra each day lively customers (46.6m) in Q1 than it did final yr, and grew income 38% to $230.7m.

A recession may affect subscriber progress or international journey (and subsequently the will to be taught a language). The inventory’s additionally very expensive.

However long term, Duolingo is pursuing an enormous market (2bn language learners), whereas utilizing generative AI to drive effectivity positive aspects and create unprecedented quantities in fact content material.

MercadoLibre

Lastly, e-commerce and fintech powerhouse MercadoLibre (NASDAQ: MELI) has been doing the enterprise (once more) this yr. Shares of Latin America’s largest firm — and my second-largest holding — are up a formidable 47% in 2025.

Of the three, I’d say MercadoLibre inventory seems to be probably the most enticing proper now. Granted, a price-to-sales ratio of 5.6 and ahead price-to-earnings a number of of 51 don’t scream worth. And the agency faces competitors from Amazon in e-commerce and Revolut and Nu Holdings in fintech.

However MercadoLibre’s income are forecast to greater than double by 2027. And solely 15% of retail spend in Latin America is on-line right now. As the opposite 85% shifts from bodily commerce to digital over the subsequent couple of many years, MercadoLibre seems to be set up for lots extra progress.

In the meantime, adjoining alternatives in cashless funds, digital banking and e-commerce market promoting seem plentiful. I feel MercadoLibre’s price contemplating.