Portfolio Diversification
Range
Most Diversified
40 instruments
April 8, 2022
Least Diversified
0 instruments
October 20, 2025
Average
35.7 instruments
Most Consistent Holdings
Top 5
AAPL99.86%
GOOG99.86%
META99.86%
MSFT99.86%
AMZN99.86%
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) | 3.67% | 5.34% | 99.86% | - |
| Apple (AAPL) | 3.51% | 4.56% | 99.86% | - |
 Broadcom (AVGO) | 3.23% | 2.9% | 99.86% | - |
| Microsoft (MSFT) | 3.21% | 3.58% | 99.86% | - |
| Amazon (AMZN) | 3.17% | 3.25% | 99.86% | - |
 Visa (V) | 3.03% | 3.24% | 99.86% | - |
 Netflix (NFLX) | 2.86% | 1.91% | 99.86% | - |
 Airbnb (ABNB) | 2.78% | 1.92% | 99.86% | - |
 AMD (AMD) | 2.76% | 3.67% | 99.86% | - |
 Palo Alto Networks (PANW) | 2.76% | 2.98% | 99.79% | - |
 Adobe (ADBE) | 2.62% | 0% | 94.24% | 9/17/2025 |
| Meta (META) | 2.62% | 2.09% | 99.86% | - |
 Fortinet (FTNT) | 2.58% | 3.03% | 99.86% | - |
 MercadoLibre (MELI) | 2.57% | 1.87% | 99.86% | - |
 ServiceNow (NOW) | 2.52% | 2.31% | 99.86% | - |
 NVIDIA (NVDA) | 2.49% | 2.44% | 94.95% | - |
 Intuit (INTU) | 2.45% | 2.35% | 99.64% | - |
 Salesforce (CRM) | 2.36% | 2.14% | 99.86% | - |
 Applied Materials (AMAT) | 2.32% | 0% | 88.69% | 7/2/2025 |
 Lam Research (LRCX) | 2.29% | 0% | 82.65% | 4/7/2025 |
 TSMC (TSM) | 2.07% | 2.82% | 70.34% | - |
 Mastercard (MA) | 2.05% | 2.56% | 70.34% | - |
 Infineon (IFX.DE) | 1.98% | 0% | 90.83% | 7/31/2025 |
 PayPal (PYPL) | 1.98% | 0% | 88.76% | 7/2/2025 |
 Tesla (TSLA) | 1.89% | 0% | 78.88% | 2/13/2025 |
 Synopsys (SNPS) | 1.71% | 0% | 70.2% | 12/5/2025 |
 Workday (WDAY) | 1.5% | 0% | 59.25% | 7/2/2025 |
 Dassault Systemes (DSY.PA) | 1.45% | 0% | 47.01% | 11/22/2023 |
 VMware (VMW) | 1.29% | 0% | 34.99% | 6/2/2023 |
 Snowflake (SNOW) | 1.06% | 2.67% | 48.72% | - |
 Uber (UBER) | 1.05% | 1.9% | 39.62% | - |
 KLA (KLAC) | 0.99% | 2.52% | 45.73% | - |
 ASML (ASML.NV) | 0.97% | 2.87% | 45.73% | - |
 Enphase (ENPH) | 0.94% | 0% | 60.6% | 4/7/2025 |
 Analog Devices (ADI) | 0.92% | 0% | 46.73% | 1/7/2025 |
 Fiserv (FISV) | 0.91% | 0% | 26.96% | 2/7/2023 |
 ASML (ASML) | 0.9% | 0% | 27.17% | 2/10/2023 |
 Intuitive Surgical (ISRG) | 0.84% | 0% | 39.9% | 8/8/2025 |
 Roper (ROP) | 0.79% | 0% | 37.91% | 3/10/2025 |
 Block Inc. (XYZ) | 0.76% | 0% | 54.13% | 3/1/2024 |
 Snapchat (SNAP) | 0.72% | 0% | 52.13% | 2/2/2024 |
 Take-Two (TTWO) | 0.71% | 0% | 27.03% | 2/8/2023 |
 Motorola (MSI) | 0.71% | 0% | 31.44% | 4/7/2025 |
 Monolithic Power (MPWR) | 0.64% | 0% | 30.51% | 3/24/2025 |
 Oracle (ORCL) | 0.6% | 2.07% | 23.04% | - |
 Teradyne (TER) | 0.58% | 0% | 22.69% | 3/16/2023 |
 Check Point (CHKP) | 0.51% | 0% | 18.07% | 12/5/2025 |
 Logitech (LOGI) | 0.47% | 0% | 15.58% | 8/10/2022 |
 Gen Digital (GEN) | 0.43% | 2.13% | 18.07% | - |
 HelloFresh (HFG.DE) | 0.34% | 0% | 26.6% | 2/2/2023 |
 Affirm (AFRM) | 0.33% | 0% | 26.17% | 1/26/2023 |
 Unity (U) | 0.3% | 0% | 26.17% | 1/26/2023 |
 IONOS (IOS.DE) | 0.3% | 1.48% | 13.73% | - |
 Coinbase (COIN) | 0.27% | 2.19% | 26.32% | - |
 Datadog (DDOG) | 0.25% | 2.84% | 8.96% | - |
 Amphenol (APH) | 0.25% | 2.58% | 10.95% | - |
 SAP (SAP.DE) | 0.23% | 0% | 9.25% | 10/3/2025 |
 Zoom (ZM) | 0.23% | 0% | 26.17% | 1/26/2023 |
 Spotify (SPOT) | 0.23% | 1.47% | 12.66% | - |
 Crowdstrike (CRWD) | 0.21% | 2.64% | 8.32% | - |
 Zscaler (ZS) | 0.2% | 1.96% | 8.46% | - |
 Cloudflare (NET) | 0.19% | 0% | 8.32% | 12/5/2025 |
 Appfolio (APPF) | 0.17% | 1.98% | 8.39% | - |
 Activision Blizzard, Inc. (ATVI) | 0.17% | 0% | 6.83% | 4/7/2022 |
 HubSpot (HUBS) | 0.17% | 1.83% | 7.61% | - |
 Palantir (PLTR) | 0.16% | 0% | 6.54% | 6/9/2025 |
 Trade Desk (TTD) | 0.15% | 1.67% | 7.61% | - |
 Paychex (PAYX) | 0.15% | 0% | 8.68% | 8/7/2025 |
 Supermicro (SMCI) | 0.13% | 0% | 6.61% | 10/3/2025 |
 Autodesk (ADSK) | 0.12% | 0% | 7.47% | 7/21/2022 |
 EA (EA) | 0.12% | 0% | 5.48% | 6/9/2025 |
 Yelp (YELP) | 0.1% | 0% | 4.41% | 3/11/2025 |
 eBay (EBAY) | 0.08% | 0% | 4.27% | 8/8/2025 |
 Booking (BKNG) | 0.06% | 0% | 3.49% | 8/20/2025 |
 Cadence (CDNS) | 0.06% | 2.34% | 2.7% | - |
 MicroStrategy (MSTR) | 0.01% | 2.38% | 0.43% | - |
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% |