Portfolio Diversification
Range
Most Diversified
35 instruments
March 1, 2023
Least Diversified
0 instruments
January 31, 2023
Average
34.8 instruments
Most Consistent Holdings
Top 5
MSFT99.62%
AMZN99.62%
MU99.62%
ADSK99.62%
NVDA99.62%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 31, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Palantir (PLTR) | 4.62% | 4.57% | 99.62% | - |
| NVIDIA (NVDA) | 4.21% | 3.19% | 99.62% | - |
 ServiceNow (NOW) | 3.88% | 3.06% | 99.62% | - |
| Amazon (AMZN) | 3.76% | 3.54% | 99.62% | - |
 Broadcom (AVGO) | 3.73% | 2.96% | 96.15% | - |
 Alibaba (BABA) | 3.72% | 6.09% | 99.62% | - |
 Alphabet (GOOGL) | 3.72% | 3.35% | 99.62% | - |
| Micron (MU) | 3.7% | 4.18% | 99.62% | - |
| Microsoft (MSFT) | 3.68% | 3.56% | 99.62% | - |
 Dynatrace (DT) | 3.54% | 3.61% | 99.62% | - |
 Synopsys (SNPS) | 3.51% | 3.62% | 96.15% | - |
 Oracle (ORCL) | 3.35% | 0% | 88.46% | 12/30/2024 |
 Baidu (BIDU) | 3.3% | 4.47% | 99.62% | - |
 Box (BOX) | 3.13% | 0% | 88.46% | 12/30/2024 |
 Cisco (CSCO) | 3.07% | 0% | 85% | 12/30/2024 |
 EPAM (EPAM) | 3.07% | 0% | 88.46% | 12/30/2024 |
 Salesforce (CRM) | 2.53% | 1.45% | 96.15% | - |
 Meta (META) | 2.27% | 4.02% | 56.54% | - |
 TSMC (TSM) | 2.27% | 3.35% | 56.54% | - |
 Adobe (ADBE) | 1.87% | 3.49% | 56.54% | - |
 Arista (ANET) | 1.77% | 0% | 45.38% | 12/30/2024 |
 Crowdstrike (CRWD) | 1.74% | 1.84% | 99.62% | - |
 GE (GE) | 1.71% | 1.91% | 96.15% | - |
| Autodesk (ADSK) | 1.66% | 1.55% | 99.62% | - |
 IBM (IBM) | 1.61% | 0% | 43.08% | 1/9/2024 |
 Pinterest (PINS) | 1.56% | 1.95% | 99.62% | - |
 Workday (WDAY) | 1.55% | 1.61% | 96.03% | - |
 DocuSign (DOCU) | 1.55% | 1.61% | 96.15% | - |
 Intuitive Surgical (ISRG) | 1.54% | 0% | 88.46% | 12/30/2024 |
 BILL (BILL) | 1.53% | 0.98% | 99.62% | - |
 Infosys (INFY) | 1.42% | 0% | 39.62% | 1/9/2024 |
 C3.ai (AI) | 1.34% | 0% | 40.26% | 1/9/2024 |
 Honeywell (HON) | 1.3% | 0% | 85% | 12/30/2024 |
 ZoomInfo (ZI) | 1.11% | 0% | 85% | 12/30/2024 |
 Twilio (TWLO) | 0.96% | 1.66% | 56.54% | - |
 Zoom (ZM) | 0.92% | 1.63% | 56.54% | - |
 Accenture (ACN) | 0.92% | 1.52% | 54.23% | - |
 Atlassian (TEAM) | 0.88% | 1.62% | 56.54% | - |
 Akamai (AKAM) | 0.83% | 0% | 43.08% | 1/9/2024 |
 Splunk Inc (SPLK) | 0.82% | 0% | 43.08% | 1/9/2024 |
 Verisk (VRSK) | 0.79% | 0% | 43.08% | 1/9/2024 |
 Nice (NICE) | 0.73% | 0% | 45.38% | 12/30/2024 |
 Stem (STEM) | 0.53% | 0% | 43.08% | 1/9/2024 |
 Supermicro (SMCI) | 0.51% | 4.7% | 11.15% | - |
 Snowflake (SNOW) | 0.45% | 3.99% | 11.15% | - |
 Elastic (ESTC) | 0.43% | 3.9% | 11.15% | - |
 Datadog (DDOG) | 0.36% | 2.91% | 11.15% | - |
 SoundHound (SOUN) | 0.25% | 1.69% | 11.15% | - |
 Spotify (SPOT) | 0.22% | 2.22% | 11.15% | - |
 Zscaler (ZS) | 0.2% | 2.01% | 11.03% | - |
 Duolingo (DUOL) | 0.19% | 1.75% | 11.15% | - |
 Kyndryl (KD) | 0.11% | 0% | 3.46% | 2/28/2023 |
 RXO (RXO) | 0.11% | 0% | 3.46% | 2/28/2023 |
 Manhattan Associates (MANH) | 0.11% | 0% | 3.46% | 2/28/2023 |
 SPS Commerce (SPSC) | 0.1% | 0% | 3.46% | 2/28/2023 |
 Appian (APPN) | 0.1% | 0% | 3.46% | 2/28/2023 |
 UiPath (PATH) | 0.1% | 0% | 3.46% | 2/28/2023 |
 Upstart (UPST) | 0.1% | 0% | 3.46% | 2/28/2023 |
 QUALTRICS INTERNATIONAL-CL A (XM) | 0.1% | 0% | 3.46% | 2/28/2023 |
 CS Disco (LAW) | 0.09% | 0% | 3.46% | 2/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alibaba (BABA) | 4.92% | 3.81% |
| Adobe (ADBE) | 5.99% | 3.81% |
| Synopsys (SNPS) | 4.2% | 3.8% |
| Elastic (ESTC) | 4.98% | 3.79% |
| Dynatrace (DT) | 4.02% | 3.79% |
| ServiceNow (NOW) | 2.17% | 3.77% |
| Supermicro (SMCI) | 4.98% | 3.77% |
| Snowflake (SNOW) | 4.98% | 3.76% |
| Datadog (DDOG) | 4.98% | 3.76% |
| Baidu (BIDU) | 6.52% | 3.76% |
| Amazon (AMZN) | 2.31% | 3.76% |
| Microsoft (MSFT) | 3.44% | 3.76% |
| Alphabet (GOOGL) | 2.78% | 3.75% |
| Meta (META) | 3.17% | 3.75% |
| Broadcom (AVGO) | 1.26% | 3.73% |
| TSMC (TSM) | 2.63% | 3.72% |
| Micron (MU) | 4.22% | 3.72% |
| NVIDIA (NVDA) | 1.22% | 3.68% |
| Palantir (PLTR) | 0.51% | 3.66% |
| SoundHound (SOUN) | 4.98% | 3.48% |
| Twilio (TWLO) | 1.29% | 1.68% |
| Salesforce (CRM) | 1.22% | 1.68% |
| Accenture (ACN) | 2.22% | 1.68% |
| Spotify (SPOT) | 2.22% | 1.68% |
| Duolingo (DUOL) | 2.21% | 1.67% |
| Zoom (ZM) | 1.76% | 1.67% |
| BILL (BILL) | 1.53% | 1.67% |
| Zscaler (ZS) | 2.22% | 1.67% |
| Atlassian (TEAM) | 1.88% | 1.67% |
| Pinterest (PINS) | 2.07% | 1.67% |
| Crowdstrike (CRWD) | 1.15% | 1.65% |
| Autodesk (ADSK) | 1.51% | 1.65% |
| DocuSign (DOCU) | 1.3% | 1.62% |
| Workday (WDAY) | 1.63% | 1.62% |
| GE (GE) | 1.02% | 1.5% |