Portfolio Diversification
Range
Most Diversified
25 instruments
April 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
17.1 instruments
Most Consistent Holdings
Top 5
PYPL99.85%
GOOGL99.62%
META98.42%
BKNG91.72%
ADSK89.54%
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) | 9.65% | 11% | 99.62% | - |
| Meta (META) | 6.24% | 6.06% | 98.42% | - |
 Amazon (AMZN) | 5.34% | 8.39% | 71.11% | - |
| Booking (BKNG) | 5.3% | 6.49% | 91.72% | - |
| PayPal (PYPL) | 4.87% | 4.48% | 99.85% | - |
 KLA (KLAC) | 4% | 0% | 86% | 6/24/2025 |
| Autodesk (ADSK) | 3.31% | 4.55% | 89.54% | - |
 Evolution (EVO.ST) | 3.03% | 3.89% | 77.13% | - |
 Greggs (GRG.L) | 2.71% | 6.6% | 83.15% | - |
 Pool Corp. (POOL) | 2.37% | 2.45% | 81.41% | - |
 Lululemon (LULU) | 2.36% | 0% | 72.54% | 9/25/2025 |
 Carrier (CARR) | 2.18% | 0% | 48.98% | 3/14/2025 |
 Airbnb (ABNB) | 2.17% | 0% | 69.07% | 1/22/2025 |
 Nasdaq (NDAQ) | 1.8% | 0% | 43.42% | 3/14/2025 |
 Adobe (ADBE) | 1.76% | 4.52% | 40.56% | - |
 Allegion (ALLE) | 1.76% | 3.62% | 58.39% | - |
 Rentokil (RTO.L) | 1.76% | 0% | 41.01% | 9/2/2025 |
 Skyline Champion (SKY.US) | 1.71% | 0% | 47.1% | 11/25/2024 |
 Novartis (NVS) | 1.7% | 0% | 57.49% | 12/23/2024 |
 Adyen (ADYEN.NV) | 1.54% | 4.63% | 34.31% | - |
 Diageo (DGE.L) | 1.53% | 0% | 47.33% | 3/14/2025 |
 Ashtead (AHT.L) | 1.51% | 6.24% | 45.75% | - |
 LVMH (MC.PA) | 1.45% | 2.76% | 51.32% | - |
 AMD (AMD) | 1% | 5.51% | 16.55% | - |
 FactSet (FDS) | 0.81% | 0% | 29.35% | 8/5/2024 |
 Zoom (ZM) | 0.63% | 0% | 59.74% | 12/17/2024 |
 Reckitt (RKT.L) | 0.45% | 0% | 16.85% | 5/15/2024 |
 Estee Lauder (EL) | 0.35% | 0% | 7.6% | 3/14/2025 |
 Leslie's (LESL) | 0.33% | 0.38% | 23.02% | - |
 Straumann (STMN.ZU) | 0.23% | 2.38% | 8.35% | - |
 Crocs (CROX) | 0.19% | 1.9% | 8.73% | - |
 Fortinet (FTNT) | 0.18% | 3.33% | 5.42% | - |
 ASML (ASML.NV) | 0.15% | 4.82% | 3.54% | - |
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% |