Portfolio Diversification
Range
Most Diversified
16 instruments
March 29, 2024
Least Diversified
0 instruments
February 2, 2025
Average
13.9 instruments
Most Consistent Holdings
Top 5
TPL99.89%
GOOG84.25%
MSFT84.25%
GOOGL84.25%
MPWR84.25%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Texas Pacific (TPL) | 15.75% | 12.68% | 99.89% | - |
| Monolithic Power (MPWR) | 8.78% | 10.11% | 84.25% | - |
 NVIDIA (NVDA) | 7.15% | 12.4% | 80.66% | - |
 USD/TRY (USDTRY) | 5.58% | 0% | 15.64% | 6/1/2023 |
 Occidental (OXY) | 5.43% | 0% | 55.39% | 6/17/2024 |
 Chevron (CVX) | 4.65% | 0% | 55.39% | 6/17/2024 |
 D.R. Horton (DHI) | 4.27% | 4.37% | 84.04% | - |
 Bitcoin (BTC) | 4.26% | 10.06% | 52.85% | - |
| Alphabet (GOOG) | 4.23% | 4.74% | 84.25% | - |
| Alphabet (GOOGL) | 4.22% | 4.74% | 84.25% | - |
| Microsoft (MSFT) | 4.11% | 4.65% | 84.25% | - |
 SolarEdge (SEDG) | 3.72% | 0% | 55.39% | 6/17/2024 |
 Lululemon (LULU) | 3.59% | 0% | 83.3% | 8/5/2025 |
 Arista (ANET) | 2.96% | 7.83% | 52.85% | - |
 Old Dominion (ODFL) | 2.7% | 0% | 51.9% | 1/16/2025 |
 Apple (AAPL) | 2.42% | 0% | 51.8% | 10/15/2024 |
 Coca-Cola (KO) | 2.2% | 0% | 46.93% | 3/28/2024 |
 Novo-Nordisk (NVO) | 2.06% | 0% | 43.55% | 8/5/2025 |
 Camtek (CAMT) | 2.03% | 5.94% | 33.83% | - |
 Cadence (CDNS) | 1.75% | 3.26% | 52.96% | - |
 McDonald's (MCD) | 1.64% | 0% | 35.31% | 3/28/2024 |
 IES Holdings (IESC) | 1.53% | 6.04% | 31.82% | - |
 Beyond Meat (BYND) | 1.46% | 0% | 25.9% | 9/7/2023 |
 MercadoLibre (MELI) | 1.09% | 4.42% | 22.09% | - |
 Vertex (VRTX) | 0.79% | 0% | 10.68% | 9/26/2024 |
 Catalyst Pharmaceuticals (CPRX) | 0.22% | 8.74% | 3.28% | - |
 Knorr-Bremse (KBX.DE) | 0.04% | 0% | 5.6% | 2/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Texas Pacific (TPL) | 13.38% | 18.85% |
| NVIDIA (NVDA) | 4.46% | 10.93% |
| Bitcoin (BTC) | 8.92% | 8.96% |
| Monolithic Power (MPWR) | 8.92% | 8.24% |
| Arista (ANET) | 7.14% | 7.47% |
| Camtek (CAMT) | 8.92% | 6.47% |
| Alphabet (GOOGL) | 4.46% | 5.29% |
| Alphabet (GOOG) | 4.46% | 5.29% |
| Microsoft (MSFT) | 4.46% | 4.47% |
| D.R. Horton (DHI) | 4.46% | 4.38% |
| Novo-Nordisk (NVO) | 8.92% | 4.18% |
| IES Holdings (IESC) | 6.16% | 4.14% |
| Lululemon (LULU) | 4.46% | 3.98% |
| Old Dominion (ODFL) | 6.25% | 3.9% |
| Cadence (CDNS) | 4.46% | 3.34% |