Portfolio Diversification
Range
Most Diversified
47 instruments
August 22, 2023
Least Diversified
0 instruments
February 2, 2025
Average
42.6 instruments
Most Consistent Holdings
Top 5
AMZN99.86%
DIS99.86%
NFLX99.86%
ADSK99.86%
LMND99.86%
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 |
|---|---|---|---|---|
 Shopify (SHOP) | 8.42% | 13.33% | 99.86% | - |
 Lam Research (LRCX) | 8.41% | 12.13% | 99.79% | - |
| Amazon (AMZN) | 7.04% | 6.4% | 99.86% | - |
 Lululemon (LULU) | 6.5% | 2.45% | 99.86% | - |
 Atlassian (TEAM) | 6.1% | 2.99% | 99.86% | - |
 IDEXX (IDXX) | 5.79% | 5.24% | 99.79% | - |
 Vanguard S&P 500 ETF (VOO) | 4.44% | 3.86% | 99.86% | - |
 Spotify (SPOT) | 3.95% | 5.76% | 98.37% | - |
 Airbnb (ABNB) | 3.82% | 2.37% | 99.86% | - |
 Intuit (INTU) | 3.3% | 2.56% | 99.79% | - |
 Paycom (PAYC) | 3.21% | 1.54% | 99.86% | - |
 Snowflake (SNOW) | 2.76% | 2.88% | 99.86% | - |
 Crowdstrike (CRWD) | 2.43% | 4.28% | 71.32% | - |
 ASML (ASML) | 1.79% | 1.69% | 99.86% | - |
 DocuSign (DOCU) | 1.66% | 1.07% | 99.86% | - |
 Kinsale (KNSL) | 1.58% | 1.49% | 73.37% | - |
 Tesla (TSLA) | 1.53% | 2.95% | 67.07% | - |
 ServiceNow (NOW) | 1.45% | 0% | 50.14% | 12/23/2024 |
 Confluent (CFLT) | 1.45% | 0.96% | 99.43% | - |
 Roku (ROKU) | 1.26% | 1.04% | 99.86% | - |
 Quest Diagnostics (DGX) | 1.15% | 1.28% | 76.49% | - |
 Accenture (ACN) | 1.14% | 0.99% | 72.38% | - |
 Vertex (VRTX) | 1.13% | 1.39% | 66.08% | - |
 Roblox (RBLX) | 1.12% | 2.38% | 53.4% | - |
 Veeva (VEEV) | 1.12% | 1.26% | 68.06% | - |
 Truist (TFC) | 1.06% | 1.68% | 62.54% | - |
 Datadog (DDOG) | 1.02% | 1.6% | 59.42% | - |
 UiPath (PATH) | 1.01% | 0.63% | 99.86% | - |
 Masimo (MASI) | 0.95% | 0.88% | 74.29% | - |
 Monster Beverage (MNST) | 0.81% | 1.34% | 61.61% | - |
| Netflix (NFLX) | 0.66% | 0.73% | 99.86% | - |
 Pinterest (PINS) | 0.66% | 0% | 74.72% | 12/23/2024 |
 Ecolab (ECL) | 0.65% | 0.53% | 99.86% | - |
 Asana (ASAN) | 0.63% | 0.26% | 99.79% | - |
 Unity (U) | 0.63% | 0.46% | 99.86% | - |
 Nintendo (NTDOY) | 0.56% | 0.49% | 99.86% | - |
| Lemonade (LMND) | 0.55% | 1.09% | 99.86% | - |
| Autodesk (ADSK) | 0.51% | 0.4% | 99.86% | - |
 Trade Desk (TTD) | 0.5% | 0.16% | 99.86% | - |
 Enphase (ENPH) | 0.44% | 0.19% | 63.95% | - |
| Disney (DIS) | 0.39% | 0.25% | 99.86% | - |
 Activision Blizzard, Inc. (ATVI) | 0.33% | 0% | 44.19% | 10/16/2023 |
 Zoom (ZM) | 0.32% | 0.21% | 99.86% | - |
 Wix (WIX) | 0.25% | 0.14% | 99.86% | - |
 Fiverr (FVRR) | 0.24% | 0.09% | 99.86% | - |
 Boston Beer (SAM) | 0.21% | 0.08% | 99.86% | - |
 PayPal (PYPL) | 0.21% | 0.1% | 99.86% | - |
 Fastly (FSLY) | 0.08% | 0.04% | 99.86% | - |
 Coupa Software Inc (COUP) | 0.06% | 0% | 28.4% | 3/1/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Shopify (SHOP) | 9.67% | 10.39% |
| Amazon (AMZN) | 5.19% | 7.47% |
| Lam Research (LRCX) | 4.72% | 6.56% |
| Lululemon (LULU) | 4.72% | 5.5% |
| Atlassian (TEAM) | 4.72% | 5.4% |
| Spotify (SPOT) | 2.36% | 5.19% |
| Vanguard S&P 500 ETF (VOO) | 2.83% | 4% |
| IDEXX (IDXX) | 4.72% | 3.7% |
| Crowdstrike (CRWD) | 1.18% | 3.49% |
| Tesla (TSLA) | 1.18% | 3.13% |
| Airbnb (ABNB) | 3.3% | 2.92% |
| Intuit (INTU) | 2.36% | 2.89% |
| Snowflake (SNOW) | 3.54% | 2.46% |
| Paycom (PAYC) | 3.54% | 2.28% |
| Kinsale (KNSL) | 1.18% | 2.12% |
| Datadog (DDOG) | 1.18% | 1.89% |
| Roblox (RBLX) | 1.18% | 1.88% |
| Truist (TFC) | 1.18% | 1.76% |
| DocuSign (DOCU) | 4.72% | 1.63% |
| Accenture (ACN) | 1.18% | 1.55% |
| Vertex (VRTX) | 1.18% | 1.49% |
| Veeva (VEEV) | 1.18% | 1.43% |
| ASML (ASML) | 0.94% | 1.31% |
| Quest Diagnostics (DGX) | 1.18% | 1.27% |
| Masimo (MASI) | 1.18% | 1.26% |
| Monster Beverage (MNST) | 1.18% | 1.15% |
| Confluent (CFLT) | 2.36% | 1.08% |
| Roku (ROKU) | 2.36% | 0.87% |
| Netflix (NFLX) | 0.47% | 0.82% |
| Trade Desk (TTD) | 0.47% | 0.62% |
| Lemonade (LMND) | 1.89% | 0.62% |
| Ecolab (ECL) | 0.47% | 0.56% |
| UiPath (PATH) | 2.36% | 0.55% |
| Enphase (ENPH) | 1.18% | 0.48% |
| Autodesk (ADSK) | 0.47% | 0.47% |
| Nintendo (NTDOY) | 0.47% | 0.46% |
| Asana (ASAN) | 2.36% | 0.45% |
| Wix (WIX) | 0.47% | 0.35% |
| Disney (DIS) | 0.47% | 0.3% |
| Unity (U) | 2.36% | 0.27% |
| Zoom (ZM) | 0.94% | 0.23% |
| PayPal (PYPL) | 0.47% | 0.17% |
| Fiverr (FVRR) | 1.18% | 0.16% |
| Boston Beer (SAM) | 0.47% | 0.14% |
| Fastly (FSLY) | 0.47% | 0.04% |