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Portfolio Diversification
Range
Most Diversified
47 instruments
August 22, 2023
Least Diversified
0 instruments
February 2, 2025
Average
42.7 instruments
Most Consistent Holdings
Top 5
AMZN99.87%
DIS99.87%
NFLX99.87%
ADSK99.87%
LMND99.87%
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 |
|---|---|---|---|---|
 Lam Research (LRCX) | 8.86% | 16.29% | 99.8% | - |
 Shopify (SHOP) | 8.6% | 11.43% | 99.87% | - |
| Amazon (AMZN) | 7.01% | 6.53% | 99.87% | - |
 Lululemon (LULU) | 6.27% | 2.2% | 99.87% | - |
 Atlassian (TEAM) | 5.89% | 1.67% | 99.87% | - |
 IDEXX (IDXX) | 5.75% | 4.9% | 99.8% | - |
 Vanguard S&P 500 ETF (VOO) | 4.42% | 4.14% | 99.87% | - |
 Spotify (SPOT) | 4.02% | 5.9% | 98.46% | - |
 Airbnb (ABNB) | 3.74% | 2.67% | 99.87% | - |
 Intuit (INTU) | 3.23% | 1.99% | 99.8% | - |
 Paycom (PAYC) | 3.11% | 1.38% | 99.87% | - |
 Snowflake (SNOW) | 2.76% | 2.58% | 99.87% | - |
 Crowdstrike (CRWD) | 2.5% | 3.94% | 72.89% | - |
 ASML (ASML) | 1.81% | 2.19% | 99.87% | - |
 DocuSign (DOCU) | 1.61% | 0.79% | 99.87% | - |
 Tesla (TSLA) | 1.61% | 2.76% | 68.88% | - |
 Kinsale (KNSL) | 1.58% | 1.53% | 74.83% | - |
 Confluent (CFLT) | 1.43% | 1.07% | 99.46% | - |
 ServiceNow (NOW) | 1.37% | 0% | 47.39% | 12/23/2024 |
 Roku (ROKU) | 1.25% | 1.06% | 99.87% | - |
 Roblox (RBLX) | 1.17% | 1.85% | 55.96% | - |
 Quest Diagnostics (DGX) | 1.16% | 1.51% | 77.78% | - |
 Vertex (VRTX) | 1.15% | 1.52% | 67.94% | - |
 Accenture (ACN) | 1.13% | 0.86% | 73.9% | - |
 Veeva (VEEV) | 1.12% | 1.2% | 69.81% | - |
 Truist (TFC) | 1.1% | 1.69% | 64.59% | - |
 Datadog (DDOG) | 1.04% | 1.49% | 61.65% | - |
 UiPath (PATH) | 0.99% | 0.46% | 99.87% | - |
 Masimo (MASI) | 0.95% | 1.21% | 75.7% | - |
 Monster Beverage (MNST) | 0.85% | 1.48% | 63.72% | - |
| Netflix (NFLX) | 0.66% | 0.82% | 99.87% | - |
 Ecolab (ECL) | 0.65% | 0.61% | 99.87% | - |
 Pinterest (PINS) | 0.62% | 0% | 70.62% | 12/23/2024 |
 Unity (U) | 0.61% | 0.21% | 99.87% | - |
 Asana (ASAN) | 0.6% | 0.16% | 99.8% | - |
| Lemonade (LMND) | 0.57% | 0.83% | 99.87% | - |
 Nintendo (NTDOY) | 0.56% | 0.38% | 99.87% | - |
| Autodesk (ADSK) | 0.5% | 0.38% | 99.87% | - |
 Trade Desk (TTD) | 0.48% | 0.14% | 99.87% | - |
 Enphase (ENPH) | 0.43% | 0.25% | 65.93% | - |
| Disney (DIS) | 0.38% | 0.25% | 99.87% | - |
 Zoom (ZM) | 0.31% | 0.2% | 99.87% | - |
 Activision Blizzard, Inc. (ATVI) | 0.31% | 0% | 41.77% | 10/16/2023 |
 Wix (WIX) | 0.25% | 0.14% | 99.87% | - |
 Fiverr (FVRR) | 0.23% | 0.05% | 99.87% | - |
 Boston Beer (SAM) | 0.2% | 0.1% | 99.87% | - |
 PayPal (PYPL) | 0.2% | 0.08% | 99.87% | - |
 Fastly (FSLY) | 0.08% | 0.09% | 99.87% | - |
 Coupa Software Inc (COUP) | 0.06% | 0% | 26.84% | 3/1/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Shopify (SHOP) | 9.63% | 13.15% |
| Lam Research (LRCX) | 4.7% | 13.01% |
| Amazon (AMZN) | 5.17% | 6.58% |
| Spotify (SPOT) | 2.35% | 5.63% |
| IDEXX (IDXX) | 4.7% | 5.06% |
| Crowdstrike (CRWD) | 1.17% | 4% |
| Vanguard S&P 500 ETF (VOO) | 2.82% | 3.89% |
| Atlassian (TEAM) | 4.7% | 3.01% |
| Snowflake (SNOW) | 3.52% | 2.92% |
| Tesla (TSLA) | 1.17% | 2.91% |
| Intuit (INTU) | 2.35% | 2.54% |
| Airbnb (ABNB) | 3.29% | 2.53% |
| Lululemon (LULU) | 4.7% | 2.5% |
| Roblox (RBLX) | 1.17% | 2.2% |
| ASML (ASML) | 0.94% | 1.69% |
| Truist (TFC) | 1.17% | 1.67% |
| Datadog (DDOG) | 1.17% | 1.5% |
| Kinsale (KNSL) | 1.17% | 1.49% |
| Paycom (PAYC) | 3.52% | 1.49% |
| Vertex (VRTX) | 1.17% | 1.4% |
| Monster Beverage (MNST) | 1.17% | 1.4% |
| Veeva (VEEV) | 1.17% | 1.27% |
| Quest Diagnostics (DGX) | 1.17% | 1.22% |
| Roku (ROKU) | 2.35% | 1.06% |
| DocuSign (DOCU) | 4.7% | 1.03% |
| Lemonade (LMND) | 1.88% | 1% |
| Accenture (ACN) | 1.17% | 0.99% |
| Confluent (CFLT) | 2.35% | 0.98% |
| Masimo (MASI) | 1.17% | 0.83% |
| Netflix (NFLX) | 0.47% | 0.72% |
| UiPath (PATH) | 2.35% | 0.59% |
| Ecolab (ECL) | 0.47% | 0.53% |
| Nintendo (NTDOY) | 0.47% | 0.45% |
| Unity (U) | 2.35% | 0.44% |
| Autodesk (ADSK) | 0.47% | 0.4% |
| Disney (DIS) | 0.47% | 0.26% |
| Asana (ASAN) | 2.35% | 0.25% |
| Zoom (ZM) | 0.94% | 0.21% |
| Enphase (ENPH) | 1.17% | 0.19% |
| Trade Desk (TTD) | 0.47% | 0.17% |
| Wix (WIX) | 0.47% | 0.14% |
| PayPal (PYPL) | 0.47% | 0.09% |
| Boston Beer (SAM) | 0.47% | 0.08% |
| Fiverr (FVRR) | 1.17% | 0.08% |
| Fastly (FSLY) | 0.47% | 0.04% |
Cash & Instruments Over Time
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