Portfolio Diversification
Range
Most Diversified
40 instruments
April 8, 2022
Least Diversified
28 instruments
February 11, 2023
Average
35.6 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 3.62% | 4.04% | 100% | - |
| Apple (AAPL) | 3.47% | 4.09% | 100% | - |
 Broadcom (AVGO) | 3.28% | 2.36% | 100% | - |
| Microsoft (MSFT) | 3.28% | 2.35% | 100% | - |
| Amazon (AMZN) | 3.25% | 2.26% | 100% | - |
 Visa (V) | 3.09% | 2.4% | 100% | - |
 Netflix (NFLX) | 2.91% | 2.44% | 100% | - |
 Airbnb (ABNB) | 2.85% | 2.02% | 100% | - |
 Adobe (ADBE) | 2.79% | 1.27% | 100% | - |
 Palo Alto Networks (PANW) | 2.75% | 2.99% | 100% | - |
 AMD (AMD) | 2.72% | 2.85% | 100% | - |
| Meta (META) | 2.65% | 2.39% | 100% | - |
 MercadoLibre (MELI) | 2.61% | 2.25% | 100% | - |
 Fortinet (FTNT) | 2.57% | 2.8% | 100% | - |
 ServiceNow (NOW) | 2.54% | 2.59% | 100% | - |
 NVIDIA (NVDA) | 2.5% | 2.39% | 94.74% | - |
 Applied Materials (AMAT) | 2.49% | 0% | 95.05% | 7/2/2025 |
 Intuit (INTU) | 2.47% | 2.45% | 99.92% | - |
 Lam Research (LRCX) | 2.46% | 0% | 88.57% | 4/7/2025 |
 Salesforce (CRM) | 2.38% | 2.09% | 100% | - |
 Infineon (IFX.DE) | 2.13% | 0% | 97.33% | 7/31/2025 |
 PayPal (PYPL) | 2.12% | 0% | 95.12% | 7/2/2025 |
 TSMC (TSM) | 2.03% | 2.32% | 68.37% | - |
 Tesla (TSLA) | 2.03% | 0% | 84.53% | 2/13/2025 |
 Mastercard (MA) | 2.02% | 2.93% | 68.37% | - |
 Synopsys (SNPS) | 1.74% | 1.86% | 68.37% | - |
 Workday (WDAY) | 1.61% | 0% | 63.49% | 7/2/2025 |
 Dassault Systemes (DSY.PA) | 1.56% | 0% | 50.38% | 11/22/2023 |
 VMware (VMW) | 1.39% | 0% | 37.5% | 6/2/2023 |
 Enphase (ENPH) | 1.01% | 0% | 64.94% | 4/7/2025 |
 Uber (UBER) | 0.99% | 2.03% | 35.59% | - |
 Analog Devices (ADI) | 0.99% | 0% | 50.08% | 1/7/2025 |
 Fiserv (FI) | 0.97% | 0% | 28.89% | 2/7/2023 |
 ASML (ASML) | 0.97% | 0% | 29.12% | 2/10/2023 |
 Snowflake (SNOW) | 0.94% | 2.8% | 45.2% | - |
 Intuitive Surgical (ISRG) | 0.9% | 0% | 42.76% | 8/8/2025 |
 KLA (KLAC) | 0.9% | 1.84% | 42% | - |
 ASML (ASML.NV) | 0.86% | 1.9% | 42% | - |
 Roper (ROP) | 0.84% | 0% | 40.63% | 3/10/2025 |
 Block Inc. (XYZ) | 0.81% | 0% | 58% | 3/1/2024 |
 Snapchat (SNAP) | 0.77% | 0% | 55.87% | 2/2/2024 |
 Take-Two (TTWO) | 0.76% | 0% | 28.96% | 2/8/2023 |
 Motorola (MSI) | 0.76% | 0% | 33.69% | 4/7/2025 |
 Monolithic Power (MPWR) | 0.69% | 0% | 32.7% | 3/24/2025 |
 Teradyne (TER) | 0.62% | 0% | 24.31% | 3/16/2023 |
 Logitech (LOGI) | 0.51% | 0% | 16.69% | 8/10/2022 |
 Oracle (ORCL) | 0.47% | 2.22% | 17.68% | - |
 Check Point (CHKP) | 0.38% | 2.56% | 12.5% | - |
 HelloFresh (HFG.DE) | 0.36% | 0% | 28.51% | 2/2/2023 |
 Affirm (AFRM) | 0.36% | 0% | 28.05% | 1/26/2023 |
 Unity (U) | 0.33% | 0% | 28.05% | 1/26/2023 |
 Gen Digital (GEN) | 0.31% | 2.45% | 12.5% | - |
 Coinbase (COIN) | 0.29% | 0% | 28.05% | 1/26/2023 |
 Zoom (ZM) | 0.25% | 0% | 28.05% | 1/26/2023 |
 SAP (SAP.DE) | 0.19% | 2.88% | 7.7% | - |
 IONOS (IOS.DE) | 0.19% | 2.2% | 7.7% | - |
 Activision Blizzard, Inc. (ATVI) | 0.18% | 0% | 7.32% | 4/7/2022 |
 Palantir (PLTR) | 0.17% | 0% | 7.01% | 6/9/2025 |
 Paychex (PAYX) | 0.16% | 0% | 9.3% | 8/7/2025 |
 Autodesk (ADSK) | 0.13% | 0% | 8% | 7/21/2022 |
 EA (EA) | 0.13% | 0% | 5.87% | 6/9/2025 |
 Spotify (SPOT) | 0.13% | 1.9% | 6.63% | - |
 Yelp (YELP) | 0.1% | 0% | 4.73% | 3/11/2025 |
 Amphenol (APH) | 0.1% | 2.15% | 4.88% | - |
 eBay (EBAY) | 0.09% | 0% | 4.57% | 8/8/2025 |
 Supermicro (SMCI) | 0.09% | 2.35% | 4.88% | - |
 Booking (BKNG) | 0.07% | 0% | 3.73% | 8/20/2025 |
 Datadog (DDOG) | 0.06% | 2.61% | 2.59% | - |
 Zscaler (ZS) | 0.05% | 2.29% | 2.06% | - |
 Crowdstrike (CRWD) | 0.05% | 2.22% | 2.06% | - |
 Cloudflare (NET) | 0.05% | 2.28% | 2.06% | - |
 Appfolio (APPF) | 0.04% | 2.44% | 2.06% | - |
 HubSpot (HUBS) | 0.03% | 2.39% | 1.14% | - |
 Trade Desk (TTD) | 0.03% | 2.36% | 1.14% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Broadcom (AVGO) | 1.08% | 3.87% |
| Apple (AAPL) | 2.29% | 3.39% |
| TSMC (TSM) | 1.9% | 3.25% |
| Fortinet (FTNT) | 1.87% | 3.04% |
| Alphabet (GOOG) | 1.55% | 2.99% |
| Amazon (AMZN) | 2.2% | 2.97% |
| Mastercard (MA) | 2.55% | 2.92% |
| Netflix (NFLX) | 1.44% | 2.86% |
| ServiceNow (NOW) | 1.78% | 2.79% |
| Microsoft (MSFT) | 2.21% | 2.72% |
| MercadoLibre (MELI) | 2.94% | 2.62% |
| Intuit (INTU) | 2.08% | 2.59% |
| Tesla (TSLA) | 1.98% | 2.52% |
| Meta (META) | 2.2% | 2.49% |
| Motorola (MSI) | 2.27% | 2.41% |
| Airbnb (ABNB) | 3.91% | 2.39% |
| PayPal (PYPL) | 4.46% | 2.35% |
| Palo Alto Networks (PANW) | 1.06% | 2.32% |
| Workday (WDAY) | 2.27% | 2.31% |
| Intuitive Surgical (ISRG) | 2.06% | 2.23% |
| AMD (AMD) | 2.53% | 2.1% |
| Synopsys (SNPS) | 2.13% | 2.07% |
| Adobe (ADBE) | 2.27% | 2.07% |
| Applied Materials (AMAT) | 1.23% | 1.99% |
| Roper (ROP) | 2.27% | 1.78% |
| Lam Research (LRCX) | 0.88% | 1.72% |
| Analog Devices (ADI) | 1.98% | 1.71% |
| Salesforce (CRM) | 1.13% | 1.69% |
| Infineon (IFX.DE) | 2.32% | 1.63% |
| Visa (V) | 1.08% | 1.63% |
| KLA (KLAC) | 2.38% | 1.61% |
| Monolithic Power (MPWR) | 2.27% | 1.6% |
| ASML (ASML.NV) | 2.73% | 1.59% |
| Snowflake (SNOW) | 1.82% | 1.32% |
| Enphase (ENPH) | 2.95% | 0.89% |