Portfolio Diversification
Range
Most Diversified
27 instruments
November 25, 2023
Least Diversified
0 instruments
February 2, 2025
Average
19.9 instruments
Most Consistent Holdings
Top 5
BRK.B99.91%
LI94.98%
ADBE92.19%
NVR81.88%
PTC81.78%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.36% | 6.52% | 99.91% | - |
 Bitcoin (BTC) | 8.15% | 12.16% | 70.82% | - |
| Li Auto (LI) | 6.2% | 6.22% | 94.98% | - |
 Thermo Fisher (TMO) | 5.35% | 0% | 64.13% | 7/1/2024 |
 Tesla (TSLA) | 5.15% | 0% | 67.38% | 8/5/2024 |
 Netflix (NFLX) | 3.86% | 0% | 77.6% | 11/21/2024 |
 Maxar Technologies Inc (MAXR) | 3.69% | 0% | 20.72% | 5/8/2023 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 3.52% | 7.34% | 73.61% | - |
 Visa (V) | 3.5% | 7.07% | 79.28% | - |
| Adobe (ADBE) | 3.04% | 3.4% | 92.19% | - |
| NVR (NVR) | 2.89% | 3.11% | 81.88% | - |
 Intuitive Surgical (ISRG) | 2.69% | 4.88% | 64.87% | - |
 Thales (HO.PA) | 2.69% | 0% | 54.93% | 4/4/2025 |
 PayPal (PYPL) | 2.68% | 4.74% | 64.87% | - |
| PTC (PTC) | 2.55% | 5.22% | 81.78% | - |
 Microsoft (MSFT) | 2.28% | 6.63% | 42.19% | - |
 Synopsys (SNPS) | 2.12% | 6.25% | 42.19% | - |
 NVIDIA (NVDA) | 2.07% | 0% | 52.23% | 4/19/2024 |
 Roblox (RBLX) | 2.03% | 0% | 47.4% | 1/2/2024 |
 ANSYS (ANSS) | 1.65% | 0% | 36.71% | 4/19/2024 |
 Alibaba (BABA) | 1.65% | 1.51% | 78.53% | - |
 Datadog (DDOG) | 1.58% | 5.34% | 36.25% | - |
 Axcelis (ACLS) | 1.58% | 2.91% | 56.04% | - |
 Arista (ANET) | 1.55% | 0% | 40.06% | 7/25/2024 |
 Spotify (SPOT) | 1.55% | 0% | 67.57% | 12/18/2024 |
 Micron (MU) | 1.49% | 0% | 46.38% | 8/1/2024 |
 Lithium Americas (LAC) | 1.41% | 0% | 44.42% | 4/19/2024 |
 Salesforce (CRM) | 1.34% | 3.7% | 36.25% | - |
 Repligen (RGEN) | 1.22% | 3.06% | 36.25% | - |
 Invesco QQQ (QQQ) | 1.01% | 0% | 17.1% | 8/18/2023 |
 STMicroelectronics (STMMI.MI) | 0.98% | 3.33% | 36.25% | - |
 ASM (ASM.NV) | 0.94% | 0% | 21.28% | 1/3/2024 |
 Applied Materials (AMAT) | 0.78% | 4.77% | 17.84% | - |
 Digital Turbine (APPS) | 0.74% | 0% | 29.93% | 8/17/2023 |
 Fraport (FRA.DE) | 0.69% | 0% | 45.17% | 12/19/2024 |
 Deere (DE) | 0.64% | 0% | 39.31% | 4/19/2024 |
 Palo Alto Networks (PANW) | 0.39% | 0% | 15.15% | 8/5/2024 |
 Lithium Americas Argentina C (LAR) | 0.1% | 0% | 18.31% | 4/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 6.59% | 11.25% |
| Visa (V) | 6.69% | 7.11% |
| Berkshire Hathaway (BRK.B) | 6.69% | 6.8% |
| ARK Autonomous Technology & Robotics ETF (ARKQ) | 4.97% | 6.27% |
| Microsoft (MSFT) | 6.69% | 5.96% |
| PayPal (PYPL) | 4.97% | 5.83% |
| Datadog (DDOG) | 4.97% | 5.48% |
| Synopsys (SNPS) | 6.69% | 5.37% |
| Intuitive Surgical (ISRG) | 4.97% | 5.35% |
| Thales (HO.PA) | 5.73% | 4.91% |
| Li Auto (LI) | 4.97% | 4.9% |
| PTC (PTC) | 4.97% | 4.71% |
| Salesforce (CRM) | 3.92% | 4.56% |
| Adobe (ADBE) | 4.97% | 3.85% |
| NVR (NVR) | 4.01% | 3.72% |
| Repligen (RGEN) | 3.63% | 3.56% |
| STMicroelectronics (STMMI.MI) | 4.01% | 2.92% |
| Axcelis (ACLS) | 4.87% | 2.61% |
| Alibaba (BABA) | 0.67% | 0.6% |