Portfolio Diversification
Range
Most Diversified
102 instruments
December 20, 2024
Least Diversified
0 instruments
February 2, 2025
Average
88.2 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
META99.87%
MSFT99.87%
AMZN99.87%
DIS99.87%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 6.72% | 0% | 99.87% | 2/1/2025 |
 Crowdstrike (CRWD) | 5.94% | 0% | 99.87% | 2/1/2025 |
 Trade Desk (TTD) | 4.74% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 4.19% | 0% | 99.87% | 2/1/2025 |
 Arista (ANET) | 3.86% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 3.28% | 0% | 99.87% | 2/1/2025 |
 Shopify (SHOP) | 2.4% | 0% | 99.87% | 2/1/2025 |
 Vertex (VRTX) | 2.29% | 0% | 99.87% | 2/1/2025 |
 Paycom (PAYC) | 2.1% | 0% | 99.87% | 2/1/2025 |
 Mastercard (MA) | 1.95% | 0% | 99.87% | 2/1/2025 |
 Fortinet (FTNT) | 1.88% | 0% | 99.87% | 2/1/2025 |
 ServiceNow (NOW) | 1.77% | 0% | 99.87% | 2/1/2025 |
 Veeva (VEEV) | 1.75% | 0% | 99.87% | 2/1/2025 |
 Lululemon (LULU) | 1.75% | 0% | 99.87% | 2/1/2025 |
 Atlassian (TEAM) | 1.74% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 1.72% | 0% | 99.87% | 2/1/2025 |
 Airbnb (ABNB) | 1.69% | 0% | 99.87% | 2/1/2025 |
 Zscaler (ZS) | 1.56% | 0% | 99.87% | 2/1/2025 |
 ASML (ASML) | 1.53% | 0% | 99.87% | 2/1/2025 |
 Adobe (ADBE) | 1.53% | 0% | 99.87% | 2/1/2025 |
 Snowflake (SNOW) | 1.47% | 0% | 99.87% | 2/1/2025 |
 IDEXX (IDXX) | 1.43% | 0% | 99.87% | 2/1/2025 |
 Intuit (INTU) | 1.41% | 0% | 99.87% | 2/1/2025 |
 HubSpot (HUBS) | 1.31% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 1.23% | 0% | 99.87% | 2/1/2025 |
 NYT (NYT) | 1.2% | 0% | 99.87% | 2/1/2025 |
 Tractor Supply (TSCO) | 1.16% | 0% | 99.87% | 2/1/2025 |
 MercadoLibre (MELI) | 1.12% | 0% | 65.74% | 2/1/2025 |
 Chewy (CHWY) | 1.03% | 0% | 99.87% | 2/1/2025 |
 Accenture (ACN) | 0.99% | 0% | 99.87% | 2/1/2025 |
 Masimo (MASI) | 0.98% | 0% | 99.87% | 2/1/2025 |
 Autodesk (ADSK) | 0.89% | 0% | 99.87% | 2/1/2025 |
 Zoom (ZM) | 0.85% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 0.8% | 0% | 99.87% | 2/1/2025 |
| Disney (DIS) | 0.8% | 0% | 99.87% | 2/1/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.75% | 0% | 37.32% | 10/16/2023 |
 Old Dominion (ODFL) | 0.71% | 0% | 99.87% | 2/1/2025 |
 Adyen (ADYEN.NV) | 0.7% | 0% | 99.87% | 2/1/2025 |
 DoorDash (DASH.US) | 0.69% | 0% | 60.29% | 2/1/2025 |
 Truist (TFC) | 0.69% | 0% | 75.56% | 2/1/2025 |
 Pinterest (PINS) | 0.69% | 0% | 94.56% | 12/23/2024 |
 Zebra (ZBRA) | 0.67% | 0% | 99.87% | 2/1/2025 |
 Cloudflare (NET) | 0.66% | 0% | 99.87% | 2/1/2025 |
 JD.com (JD.US) | 0.66% | 0% | 99.87% | 2/1/2025 |
 Lam Research (LRCX) | 0.64% | 0% | 99.87% | 2/1/2025 |
 PayPal (PYPL) | 0.62% | 0% | 99.87% | 2/1/2025 |
 Kinsale (KNSL) | 0.61% | 0% | 95.75% | 2/1/2025 |
 Roblox (RBLX) | 0.59% | 0% | 90.31% | 2/1/2025 |
 Amgen (AMGN) | 0.55% | 0% | 99.87% | 2/1/2025 |
 Globus Medical (GMED) | 0.54% | 0% | 99.87% | 2/1/2025 |
 Roku (ROKU) | 0.54% | 0% | 99.87% | 2/1/2025 |
 Garmin (GRMN) | 0.52% | 0% | 99.87% | 2/1/2025 |
 Union Pacific (UNP) | 0.52% | 0% | 99.87% | 2/1/2025 |
 T-Mobile (TMUS) | 0.51% | 0% | 99.87% | 2/1/2025 |
 Datadog (DDOG) | 0.5% | 0% | 69.99% | 2/1/2025 |
 Tyler (TYL) | 0.49% | 0% | 99.87% | 2/1/2025 |
 Neurocrine Biosciences (NBIX) | 0.48% | 0% | 99.87% | 2/1/2025 |
 DexCom (DXCM) | 0.47% | 0% | 99.87% | 2/1/2025 |
 Starbucks (SBUX) | 0.47% | 0% | 99.87% | 2/1/2025 |
 Spotify (SPOT) | 0.46% | 0% | 99.87% | 2/1/2025 |
 Netflix (NFLX) | 0.46% | 0% | 99.87% | 2/1/2025 |
 Doximity (DOCS) | 0.45% | 0% | 99.87% | 2/1/2025 |
 Jack Henry (JKHY) | 0.44% | 0% | 99.87% | 2/1/2025 |
 Quest Diagnostics (DGX) | 0.43% | 0% | 99.87% | 2/1/2025 |
 ResMed (RMD) | 0.43% | 0% | 99.87% | 2/1/2025 |
 Unity (U) | 0.39% | 0% | 99.87% | 2/1/2025 |
 Nintendo (NTDOY) | 0.39% | 0% | 99.87% | 2/1/2025 |
 Enphase (ENPH) | 0.38% | 0% | 78.35% | 2/1/2025 |
 Toro (TTC) | 0.38% | 0% | 96.55% | 2/1/2025 |
 Block Inc. (XYZ) | 0.33% | 0% | 99.87% | 2/1/2025 |
 Elastic (ESTC) | 0.32% | 0% | 99.87% | 2/1/2025 |
 EQT (EQT) | 0.3% | 0% | 55.64% | 2/1/2025 |
 3M (MMM) | 0.3% | 0% | 99.87% | 2/1/2025 |
 SolarEdge (SEDG) | 0.29% | 0% | 94.56% | 12/23/2024 |
 Monster Beverage (MNST) | 0.27% | 0% | 73.71% | 2/1/2025 |
 Upstart (UPST) | 0.27% | 0% | 99.87% | 2/1/2025 |
 Grab (GRAB) | 0.26% | 0% | 38.11% | 2/1/2025 |
 Coupang (CPNG) | 0.26% | 0% | 62.15% | 2/1/2025 |
 Visa (V) | 0.24% | 0% | 39.97% | 2/1/2025 |
 Fiverr (FVRR) | 0.24% | 0% | 99.87% | 2/1/2025 |
 DocuSign (DOCU) | 0.22% | 0% | 99.87% | 2/1/2025 |
 Nice (NICE) | 0.22% | 0% | 42.76% | 2/1/2025 |
 Boston Beer (SAM) | 0.2% | 0% | 99.87% | 2/1/2025 |
 Okta (OKTA) | 0.19% | 0% | 99.87% | 2/1/2025 |
 Wix (WIX) | 0.18% | 0% | 99.87% | 2/1/2025 |
 Confluent (CFLT) | 0.18% | 0% | 94.56% | 12/23/2024 |
 Lemonade (LMND) | 0.18% | 0% | 99.87% | 2/1/2025 |
 AMD (AMD) | 0.17% | 0% | 50.07% | 2/1/2025 |
 UiPath (PATH) | 0.17% | 0% | 94.56% | 12/23/2024 |
 SVB (SIVBQ) | 0.15% | 0% | 11.29% | 3/29/2023 |
 e.l.f. (ELF) | 0.14% | 0% | 46.35% | 2/1/2025 |
 Booking (BKNG) | 0.13% | 0% | 35.33% | 2/1/2025 |
 Celsius (CELH) | 0.13% | 0% | 36.25% | 2/1/2025 |
 McKesson (MCK) | 0.11% | 0% | 34.4% | 2/1/2025 |
 On (ONON) | 0.11% | 0% | 29.88% | 2/1/2025 |
 Veralto (VLTO) | 0.09% | 0% | 27.09% | 2/1/2025 |
 Chipotle (CMG) | 0.09% | 0% | 25.23% | 2/1/2025 |
 Asana (ASAN) | 0.09% | 0% | 99.87% | 2/1/2025 |
 Progressive (PGR) | 0.09% | 0% | 24.3% | 2/1/2025 |
 Instacart (CART) | 0.08% | 0% | 14.21% | 2/1/2025 |
 Emcor (EME) | 0.06% | 0% | 11.42% | 2/1/2025 |
 Wingstop (WING) | 0.04% | 0% | 17.8% | 2/1/2025 |
 TJX (TJX) | 0.04% | 0% | 7.7% | 2/1/2025 |
 Pure Storage (PSTG) | 0.03% | 0% | 5.84% | 2/1/2025 |
 Kyndryl (KD) | 0.02% | 0% | 3.98% | 2/1/2025 |
 Howmet Aerospace (HWM) | 0.01% | 0% | 2.12% | 2/1/2025 |
 Skillz (SKLZ) | 0.01% | 0% | 71.05% | 6/28/2024 |
 Solventum (SOLV) | 0% | 0% | 9.56% | 6/14/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.15% | 8.8% |
| Crowdstrike (CRWD) | 4.32% | 6.99% |
| Amazon (AMZN) | 3.94% | 4.59% |
| Arista (ANET) | 1.15% | 4.5% |
| Trade Desk (TTD) | 1.95% | 4.32% |
| Tesla (TSLA) | 2.68% | 4.26% |
| Shopify (SHOP) | 2.86% | 3.14% |
| Lululemon (LULU) | 2.72% | 2.42% |
| MercadoLibre (MELI) | 2.3% | 1.9% |
| Vertex (VRTX) | 1.92% | 1.82% |
| Apple (AAPL) | 1.53% | 1.77% |
| DoorDash (DASH.US) | 1.53% | 1.7% |
| Fortinet (FTNT) | 0.73% | 1.66% |
| Atlassian (TEAM) | 1.99% | 1.54% |
| Mastercard (MA) | 1.29% | 1.5% |
| Disney (DIS) | 1.95% | 1.38% |
| Veeva (VEEV) | 1.53% | 1.32% |
| ServiceNow (NOW) | 0.77% | 1.24% |
| Microsoft (MSFT) | 1.15% | 1.24% |
| Chewy (CHWY) | 1.53% | 1.19% |
| Paycom (PAYC) | 2.33% | 1.19% |
| Snowflake (SNOW) | 2.02% | 1.11% |
| HubSpot (HUBS) | 0.87% | 1.1% |
| Zscaler (ZS) | 1.64% | 1.07% |
| Airbnb (ABNB) | 1.6% | 1.05% |
| Intuit (INTU) | 0.87% | 1.02% |
| NYT (NYT) | 0.77% | 0.88% |
| ASML (ASML) | 0.77% | 0.88% |
| Adobe (ADBE) | 1.29% | 0.87% |
| IDEXX (IDXX) | 1.18% | 0.83% |
| Meta (META) | 0.38% | 0.81% |
| Roblox (RBLX) | 0.77% | 0.8% |
| Tractor Supply (TSCO) | 0.38% | 0.8% |
| EQT (EQT) | 0.77% | 0.78% |
| Truist (TFC) | 0.77% | 0.78% |
| Grab (GRAB) | 0.77% | 0.76% |
| Datadog (DDOG) | 0.77% | 0.76% |
| Masimo (MASI) | 1.15% | 0.76% |
| PayPal (PYPL) | 1.57% | 0.72% |
| Accenture (ACN) | 0.87% | 0.71% |
| Autodesk (ADSK) | 0.87% | 0.71% |
| Globus Medical (GMED) | 0.87% | 0.7% |
| Visa (V) | 0.77% | 0.65% |
| Zoom (ZM) | 1.57% | 0.62% |
| Cloudflare (NET) | 0.38% | 0.61% |
| Spotify (SPOT) | 0.38% | 0.59% |
| Pure Storage (PSTG) | 0.77% | 0.56% |
| Instacart (CART) | 0.77% | 0.55% |
| Zebra (ZBRA) | 0.87% | 0.54% |
| TJX (TJX) | 0.77% | 0.54% |
| Unity (U) | 1.6% | 0.53% |
| Garmin (GRMN) | 0.38% | 0.51% |
| Emcor (EME) | 0.77% | 0.51% |
| Netflix (NFLX) | 0.42% | 0.5% |
| Kinsale (KNSL) | 0.38% | 0.48% |
| Adyen (ADYEN.NV) | 0.77% | 0.48% |
| Doximity (DOCS) | 0.38% | 0.46% |
| T-Mobile (TMUS) | 0.38% | 0.43% |
| Old Dominion (ODFL) | 0.38% | 0.41% |
| Lam Research (LRCX) | 0.42% | 0.41% |
| Tyler (TYL) | 0.38% | 0.4% |
| Nice (NICE) | 0.77% | 0.39% |
| JD.com (JD.US) | 0.77% | 0.39% |
| On (ONON) | 0.38% | 0.37% |
| Booking (BKNG) | 0.38% | 0.37% |
| Roku (ROKU) | 0.87% | 0.36% |
| Coupang (CPNG) | 0.38% | 0.35% |
| Neurocrine Biosciences (NBIX) | 0.38% | 0.34% |
| Upstart (UPST) | 1.36% | 0.33% |
| Chipotle (CMG) | 0.38% | 0.33% |
| Union Pacific (UNP) | 0.38% | 0.33% |
| Amgen (AMGN) | 0.38% | 0.33% |
| Progressive (PGR) | 0.38% | 0.32% |
| Veralto (VLTO) | 0.38% | 0.3% |
| ResMed (RMD) | 0.38% | 0.3% |
| Nintendo (NTDOY) | 0.38% | 0.29% |
| Quest Diagnostics (DGX) | 0.38% | 0.29% |
| McKesson (MCK) | 0.38% | 0.29% |
| Jack Henry (JKHY) | 0.35% | 0.28% |
| Starbucks (SBUX) | 0.38% | 0.27% |
| Monster Beverage (MNST) | 0.38% | 0.26% |
| Block Inc. (XYZ) | 0.8% | 0.25% |
| Elastic (ESTC) | 0.42% | 0.24% |
| Lemonade (LMND) | 0.84% | 0.23% |
| DocuSign (DOCU) | 0.91% | 0.22% |
| AMD (AMD) | 0.38% | 0.22% |
| 3M (MMM) | 0.35% | 0.22% |
| Toro (TTC) | 0.38% | 0.21% |
| e.l.f. (ELF) | 0.38% | 0.21% |
| Enphase (ENPH) | 0.77% | 0.21% |
| DexCom (DXCM) | 0.38% | 0.21% |
| Wix (WIX) | 0.38% | 0.21% |
| Celsius (CELH) | 0.77% | 0.19% |
| Wingstop (WING) | 0.38% | 0.19% |
| Fiverr (FVRR) | 1.18% | 0.16% |
| Boston Beer (SAM) | 0.49% | 0.11% |
| Okta (OKTA) | 0.49% | 0.11% |
| Asana (ASAN) | 0.49% | 0.06% |