Portfolio Diversification
Range
Most Diversified
37 instruments
February 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
31.5 instruments
Most Consistent Holdings
Top 5
MA99.87%
V99.87%
BABA92.16%
AMZN77.42%
NVDA76.1%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Mastercard (MA) | 6.32% | 0% | 99.87% | 2/1/2025 |
| NVIDIA (NVDA) | 6.25% | 0% | 76.1% | 2/1/2025 |
 Uber (UBER) | 3.45% | 0% | 69.99% | 12/16/2024 |
| Amazon (AMZN) | 3.01% | 0% | 77.42% | 2/1/2025 |
| Visa (V) | 2.77% | 0% | 99.87% | 2/1/2025 |
 Riot (RIOT) | 2.49% | 0% | 25.1% | 7/12/2023 |
 Alphabet (GOOG) | 2.17% | 0% | 55.78% | 2/1/2025 |
 PayPal (PYPL) | 2.1% | 0% | 45.15% | 12/14/2023 |
 Block Inc. (XYZ) | 2.08% | 0% | 69.46% | 12/5/2024 |
 UnitedHealth (UNH) | 2.07% | 0% | 64.81% | 11/11/2024 |
 Micron (MU) | 2.03% | 0% | 49.93% | 2/1/2025 |
 Global Payments (GPN) | 1.98% | 0% | 63.61% | 11/11/2024 |
 TRON (TRX) | 1.92% | 0% | 31.74% | 9/1/2023 |
| Alibaba (BABA) | 1.89% | 0% | 92.16% | 12/5/2024 |
 Biogen (BIIB) | 1.87% | 0% | 53.52% | 2/15/2024 |
 Sarepta (SRPT) | 1.85% | 0% | 57.9% | 12/16/2024 |
 Microsoft (MSFT) | 1.84% | 0% | 54.58% | 2/1/2025 |
 Neurocrine Biosciences (NBIX) | 1.69% | 0% | 52.86% | 2/1/2025 |
 Walmart (WMT) | 1.68% | 0% | 43.69% | 11/11/2024 |
 Adobe (ADBE) | 1.67% | 0% | 25.37% | 7/14/2023 |
 Permian Resources (PR) | 1.56% | 0% | 45.29% | 2/1/2025 |
 AMD (AMD) | 1.42% | 0% | 61.89% | 12/16/2024 |
 Royal Caribbean (RCL) | 1.4% | 0% | 46.35% | 2/1/2025 |
 GM (GM) | 1.39% | 0% | 41.83% | 11/11/2024 |
 Five Below (FIVE) | 1.17% | 0% | 54.98% | 11/11/2024 |
 Corteva (CTVA) | 1.11% | 0% | 43.69% | 11/11/2024 |
 Constellation Brands (STZ) | 1.11% | 0% | 48.34% | 12/16/2024 |
 Las Vegas Sands (LVS) | 1.05% | 0% | 61.22% | 11/11/2024 |
 Arvinas (ARVN) | 1.04% | 0% | 40.9% | 12/5/2024 |
 BioMarin (BMRN) | 1.03% | 0% | 36.25% | 11/11/2024 |
 Ulta (ULTA) | 1.01% | 0% | 28.15% | 2/15/2024 |
 Fortuna Silver (FSM) | 1.01% | 0% | 18.46% | 5/23/2023 |
 Emerson (EMR) | 0.96% | 0% | 27.89% | 8/28/2024 |
 First Solar (FSLR) | 0.96% | 0% | 37.45% | 12/16/2024 |
 T-Mobile (TMUS) | 0.92% | 0% | 42.5% | 6/11/2024 |
 Equifax (EFX) | 0.91% | 0% | 20.98% | 2/1/2025 |
 Target (TGT) | 0.89% | 0% | 23.24% | 1/9/2024 |
 ACADIA (ACAD) | 0.87% | 0% | 37.18% | 11/11/2024 |
 Sunnova (NOVA) | 0.83% | 0% | 48.61% | 11/11/2024 |
 Smartsheet (SMAR) | 0.81% | 0% | 25.37% | 8/26/2024 |
 Braze (BRZE) | 0.81% | 0% | 45.95% | 12/16/2024 |
 ServiceNow (NOW) | 0.8% | 0% | 37.18% | 11/11/2024 |
 Schlumberger (SLB) | 0.76% | 0% | 40.11% | 12/16/2024 |
 Starbucks (SBUX) | 0.75% | 0% | 18.73% | 12/6/2023 |
 McDonald's (MCD) | 0.74% | 0% | 34.26% | 2/9/2024 |
 Webster (WBS) | 0.72% | 0% | 35.46% | 11/11/2024 |
 CVS Health (CVS) | 0.72% | 0% | 25.9% | 1/29/2024 |
 XRP (XRP) | 0.71% | 0% | 18.46% | 5/23/2023 |
 HDFC (HDB) | 0.69% | 0% | 23.9% | 7/3/2023 |
 Take-Two (TTWO) | 0.69% | 0% | 35.46% | 11/11/2024 |
 XP (XP) | 0.68% | 0% | 22.18% | 6/20/2023 |
 Thermo Fisher (TMO) | 0.68% | 0% | 23.24% | 1/9/2024 |
 Nike (NKE) | 0.67% | 0% | 29.75% | 1/29/2024 |
 Marvell (MRVL) | 0.6% | 0% | 17.8% | 1/22/2024 |
 Flywire (FLYW) | 0.58% | 0% | 35.46% | 11/11/2024 |
 Celsius (CELH) | 0.53% | 0% | 22.97% | 12/16/2024 |
 Synovus (SNV) | 0.51% | 0% | 15.27% | 6/11/2024 |
 Crowdstrike (CRWD) | 0.47% | 0% | 18.06% | 11/11/2024 |
 Coherent (COHR) | 0.44% | 0% | 10.62% | 12/5/2023 |
 Lithia Motors (LAD) | 0.44% | 0% | 18.46% | 5/23/2023 |
 Wix (WIX) | 0.43% | 0% | 10.89% | 2/1/2025 |
 GitLab (GTLB) | 0.43% | 0% | 14.61% | 12/29/2023 |
 MetLife (MET) | 0.41% | 0% | 10.89% | 2/1/2025 |
 Universal Display (OLED) | 0.4% | 0% | 7.7% | 3/1/2023 |
 Boot Barn (BOOT) | 0.4% | 0% | 10.89% | 2/1/2025 |
 Spotify (SPOT) | 0.39% | 0% | 16.33% | 12/5/2023 |
 DoubleVerify (DV) | 0.39% | 0% | 24.83% | 11/11/2024 |
 Western Digital (WDC) | 0.39% | 0% | 10.89% | 2/1/2025 |
 Enphase (ENPH) | 0.38% | 0% | 18.73% | 12/6/2023 |
 Paycom (PAYC) | 0.37% | 0% | 10.76% | 12/6/2023 |
 Burlington (BURL) | 0.36% | 0% | 10.89% | 2/1/2025 |
 Merck (MRK) | 0.35% | 0% | 10.89% | 2/1/2025 |
 Twilio (TWLO) | 0.35% | 0% | 23.24% | 6/28/2023 |
 Crown (CCK) | 0.34% | 0% | 11.42% | 5/6/2024 |
 Eli Lilly (LLY) | 0.34% | 0% | 10.89% | 2/1/2025 |
 Nice (NICE) | 0.33% | 0% | 10.89% | 2/1/2025 |
 Oatly (OTLY) | 0.33% | 0% | 26.29% | 7/21/2023 |
 Okta (OKTA) | 0.32% | 0% | 8.23% | 9/15/2023 |
 Estee Lauder (EL) | 0.31% | 0% | 19.92% | 12/14/2023 |
 Coterra (CTRA) | 0.3% | 0% | 7.7% | 2/1/2025 |
 RingCentral (RNG) | 0.3% | 0% | 26.29% | 7/21/2023 |
 Sunrun (RUN) | 0.28% | 0% | 19.52% | 12/29/2023 |
 Birkenstock (BIRK) | 0.26% | 0% | 7.7% | 2/1/2025 |
 Cara (CARA) | 0.25% | 0% | 14.08% | 9/7/2023 |
 Intuit (INTU) | 0.25% | 0% | 7.7% | 2/1/2025 |
 Argenx (ARGX) | 0.25% | 0% | 7.44% | 2/23/2024 |
 MongoDB (MDB) | 0.24% | 0% | 6.91% | 1/29/2024 |
 Snapchat (SNAP) | 0.24% | 0% | 18.46% | 5/23/2023 |
 FedEx (FDX) | 0.24% | 0% | 9.16% | 2/15/2024 |
 UiPath (PATH) | 0.23% | 0% | 25.1% | 7/12/2023 |
 Meta (META) | 0.23% | 0% | 6.24% | 1/22/2024 |
 Magnite (MGNI) | 0.22% | 0% | 7.7% | 3/1/2023 |
 Trade Desk (TTD) | 0.21% | 0% | 6.37% | 2/15/2024 |
 Diamondback (FANG) | 0.19% | 0% | 5.58% | 2/9/2024 |
 Disney (DIS) | 0.17% | 0% | 23.64% | 1/29/2024 |
 Peloton (PTON) | 0.17% | 0% | 7.7% | 3/1/2023 |
 VBI Vaccines (VBIVQ) | 0.16% | 0% | 25.1% | 7/12/2023 |
 MercadoLibre (MELI) | 0.15% | 0% | 4.65% | 12/16/2024 |
 Corning (GLW) | 0.15% | 0% | 4.65% | 12/16/2024 |
 Microchip (MCHP) | 0.14% | 0% | 4.65% | 12/16/2024 |
 Futu (FUTU) | 0.12% | 0% | 7.7% | 3/1/2023 |
 DraftKings (DKNG) | 0.12% | 0% | 3.19% | 2/2/2024 |
 Transdigm (TDG) | 0.11% | 0% | 4.65% | 12/16/2024 |
 GrowGeneration (GRWG) | 0.11% | 0% | 26.29% | 7/21/2023 |
 HubSpot (HUBS) | 0.11% | 0% | 2.79% | 12/29/2023 |
 Tractor Supply (TSCO) | 0.09% | 0% | 2.26% | 7/31/2023 |
 Skyworks (SWKS) | 0.08% | 0% | 6.91% | 7/14/2023 |
 Humana (HUM) | 0.08% | 0% | 3.59% | 1/29/2024 |
 Insulet (PODD) | 0.04% | 0% | 1.46% | 2/9/2024 |
 Stellar (XLM) | 0.04% | 0% | 18.46% | 5/23/2023 |
 Shoals (SHLS) | 0.04% | 0% | 2.26% | 2/15/2024 |
 Alcon (ALC.ZU) | 0.04% | 0% | 1.59% | 2/28/2024 |
 Aramark (ARMK) | 0.03% | 0% | 1.46% | 2/9/2024 |
 Athersys (ATHXQ) | 0.03% | 0% | 7.7% | 3/1/2023 |
 On (ONON) | 0.03% | 0% | 1.33% | 2/15/2024 |
 TransMedics (TMDX) | 0.02% | 0% | 1.46% | 12/16/2024 |
 Jaguar Health (JAGX) | 0.01% | 0% | 7.7% | 3/1/2023 |
 ZoomInfo (ZI) | 0% | 0% | 0.13% | 8/1/2023 |
 LendingClub (LC) | 0% | 0% | 0.13% | 2/1/2025 |
 Cipher (CIFR) | 0% | 0% | 0.13% | 2/1/2025 |
 Cigna (CI) | 0% | 0% | 0.13% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Mastercard (MA) | 4.28% | 5.66% |
| Equifax (EFX) | 6.33% | 5.64% |
| Amazon (AMZN) | 3.72% | 5.14% |
| Royal Caribbean (RCL) | 3.73% | 5.06% |
| NVIDIA (NVDA) | 4.66% | 4.73% |
| Alphabet (GOOG) | 3.71% | 4.61% |
| Coterra (CTRA) | 4.5% | 4.23% |
| MetLife (MET) | 4.47% | 4.14% |
| Visa (V) | 3.72% | 4.11% |
| Wix (WIX) | 3.72% | 4.02% |
| Micron (MU) | 4.58% | 3.88% |
| Boot Barn (BOOT) | 3.72% | 3.85% |
| Microsoft (MSFT) | 3.72% | 3.79% |
| Burlington (BURL) | 3.72% | 3.72% |
| Western Digital (WDC) | 4.47% | 3.7% |
| Birkenstock (BIRK) | 3.72% | 3.65% |
| Permian Resources (PR) | 3.98% | 3.59% |
| Neurocrine Biosciences (NBIX) | 3.74% | 3.56% |
| Merck (MRK) | 3.72% | 3.41% |
| Intuit (INTU) | 3.72% | 3.33% |
| Eli Lilly (LLY) | 3.72% | 3.23% |
| Nice (NICE) | 3.72% | 3.1% |