Portfolio Diversification
Range
Most Diversified
16 instruments
March 29, 2024
Least Diversified
0 instruments
February 2, 2025
Average
13.7 instruments
Most Consistent Holdings
Top 5
TPL99.88%
GOOG82.03%
MSFT82.03%
LULU82.03%
GOOGL82.03%
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 |
|---|---|---|---|---|
| Texas Pacific (TPL) | 15.36% | 24.95% | 99.88% | - |
 Monolithic Power (MPWR) | 8.72% | 8.23% | 82.03% | - |
 NVIDIA (NVDA) | 6.58% | 9.31% | 77.93% | - |
 USD/TRY (USDTRY) | 6.37% | 0% | 17.85% | 6/1/2023 |
 Occidental (OXY) | 6.2% | 0% | 63.21% | 6/17/2024 |
 Chevron (CVX) | 5.3% | 0% | 63.21% | 6/17/2024 |
 D.R. Horton (DHI) | 4.33% | 4.29% | 81.91% | - |
 SolarEdge (SEDG) | 4.24% | 0% | 63.21% | 6/17/2024 |
| Alphabet (GOOG) | 4.18% | 4.81% | 82.03% | - |
| Alphabet (GOOGL) | 4.16% | 4.77% | 82.03% | - |
| Microsoft (MSFT) | 4.02% | 4.4% | 82.03% | - |
| Lululemon (LULU) | 3.76% | 2.95% | 82.03% | - |
 Bitcoin (BTC) | 3.49% | 9.14% | 46.32% | - |
 Old Dominion (ODFL) | 3.08% | 0% | 59.23% | 1/16/2025 |
 Apple (AAPL) | 2.77% | 0% | 59.11% | 10/15/2024 |
 Coca-Cola (KO) | 2.51% | 0% | 53.56% | 3/28/2024 |
 Arista (ANET) | 2.49% | 5.42% | 46.32% | - |
 Novo-Nordisk (NVO) | 1.94% | 3.18% | 36.67% | - |
 McDonald's (MCD) | 1.88% | 0% | 40.29% | 3/28/2024 |
 Beyond Meat (BYND) | 1.66% | 0% | 29.55% | 9/7/2023 |
 Cadence (CDNS) | 1.53% | 3.26% | 46.32% | - |
 Camtek (CAMT) | 1.49% | 5.46% | 24.49% | - |
 IES Holdings (IESC) | 0.99% | 4.25% | 22.32% | - |
 Vertex (VRTX) | 0.9% | 0% | 12.18% | 9/26/2024 |
 MercadoLibre (MELI) | 0.51% | 5.34% | 11.1% | - |
 Knorr-Bremse (KBX.DE) | 0.04% | 0% | 6.39% | 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% |