Portfolio Diversification
Range
Most Diversified
25 instruments
April 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
17.2 instruments
Most Consistent Holdings
Top 5
PYPL99.56%
GOOGL99.35%
META98.18%
BKNG91.72%
ADSK89.61%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 29, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOGL) | 9.71% | 13.78% | 99.35% | - |
| Meta (META) | 6.19% | 5.58% | 98.18% | - |
 Amazon (AMZN) | 5.44% | 8.89% | 71.8% | - |
| Booking (BKNG) | 5.32% | 6.61% | 91.72% | - |
| PayPal (PYPL) | 4.84% | 4.05% | 99.56% | - |
 KLA (KLAC) | 3.86% | 0% | 83.07% | 6/24/2025 |
| Autodesk (ADSK) | 3.33% | 4.54% | 89.61% | - |
 Evolution (EVO.ST) | 3.09% | 5.15% | 77.62% | - |
 Greggs (GRG.L) | 2.82% | 6.71% | 83.43% | - |
 Pool Corp. (POOL) | 2.36% | 2% | 81.76% | - |
 Lululemon (LULU) | 2.28% | 0% | 70.06% | 9/25/2025 |
 Carrier (CARR) | 2.1% | 0% | 47.31% | 3/14/2025 |
 Airbnb (ABNB) | 2.09% | 0% | 66.72% | 1/22/2025 |
 Adobe (ADBE) | 1.84% | 4.57% | 42.3% | - |
 Allegion (ALLE) | 1.8% | 3.24% | 59.52% | - |
 Nasdaq (NDAQ) | 1.74% | 0% | 41.93% | 3/14/2025 |
 Rentokil (RTO.L) | 1.7% | 0% | 39.61% | 9/2/2025 |
 Skyline Champion (SKY.US) | 1.65% | 0% | 45.49% | 11/25/2024 |
 Novartis (NVS) | 1.64% | 0% | 55.52% | 12/23/2024 |
 Ashtead (AHT.L) | 1.64% | 5.56% | 47.31% | - |
 Adyen (ADYEN.NV) | 1.63% | 4.25% | 36.26% | - |
 LVMH (MC.PA) | 1.49% | 2.83% | 52.69% | - |
 Diageo (DGE.L) | 1.48% | 0% | 45.71% | 3/14/2025 |
 AMD (AMD) | 1.13% | 4.99% | 19.11% | - |
 FactSet (FDS) | 0.78% | 0% | 28.34% | 8/5/2024 |
 Zoom (ZM) | 0.61% | 0% | 57.7% | 12/17/2024 |
 Reckitt (RKT.L) | 0.44% | 0% | 16.28% | 5/15/2024 |
 Estee Lauder (EL) | 0.34% | 0% | 7.34% | 3/14/2025 |
 Leslie's (LESL) | 0.33% | 0.28% | 25.36% | - |
 Straumann (STMN.ZU) | 0.3% | 2.48% | 11.19% | - |
 ASML (ASML.NV) | 0.3% | 5.1% | 6.47% | - |
 Fortinet (FTNT) | 0.27% | 3.42% | 8.21% | - |
 Crocs (CROX) | 0.24% | 2.08% | 11.56% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 8.68% | 10% |
| Amazon (AMZN) | 7.23% | 8.64% |
| Booking (BKNG) | 4.67% | 6.4% |
| PayPal (PYPL) | 5.59% | 5.91% |
| Lululemon (LULU) | 5.11% | 5.32% |
| Rentokil (RTO.L) | 6.04% | 5.17% |
| Evolution (EVO.ST) | 7.12% | 4.99% |
| Estee Lauder (EL) | 5.12% | 4.66% |
| Meta (META) | 3.08% | 4.63% |
| Nasdaq (NDAQ) | 3.91% | 4.62% |
| Autodesk (ADSK) | 3.95% | 4.61% |
| Adyen (ADYEN.NV) | 3.62% | 4.08% |
| Adobe (ADBE) | 4.83% | 4.01% |
| Carrier (CARR) | 3.37% | 3.93% |
| Greggs (GRG.L) | 3.46% | 3.15% |
| LVMH (MC.PA) | 4.05% | 3.1% |
| Pool Corp. (POOL) | 3.51% | 2.99% |
| Diageo (DGE.L) | 3.76% | 2.88% |
| Allegion (ALLE) | 3% | 2.8% |
| Leslie's (LESL) | 2.95% | 2.5% |
| KLA (KLAC) | 2.07% | 2.29% |
| Airbnb (ABNB) | 2.82% | 2.25% |
| Ashtead (AHT.L) | 2.02% | 1.55% |