Portfolio Diversification
Range
Most Diversified
22 instruments
June 27, 2024
Least Diversified
20 instruments
January 2, 2023
Average
21.1 instruments
Most Consistent Holdings
Top 5
META100%
ADSK100%
BIDU100%
LMND100%
ACN100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Arista (ANET) | 17.34% | 20.59% | 100% | - |
 Trade Desk (TTD) | 9.97% | 7.63% | 100% | - |
 ASML (ASML.NV) | 9.52% | 7.37% | 100% | - |
 Zscaler (ZS) | 8.98% | 10.5% | 100% | - |
| Accenture (ACN) | 8.01% | 6.36% | 100% | - |
 HubSpot (HUBS) | 7.86% | 7.51% | 100% | - |
| Meta (META) | 6.99% | 8.89% | 100% | - |
 Shopify (SHOP) | 4.92% | 5.92% | 100% | - |
 Block Inc. (XYZ) | 3.57% | 2.4% | 100% | - |
| Autodesk (ADSK) | 3.56% | 3.54% | 100% | - |
 Wells Fargo (WFC) | 3.18% | 3.6% | 100% | - |
 Masimo (MASI) | 2.4% | 2.1% | 100% | - |
 Chewy (CHWY) | 2.21% | 4.72% | 71.43% | - |
| Baidu (BIDU) | 2.13% | 1.32% | 100% | - |
 Zoom (ZM) | 1.7% | 1.61% | 100% | - |
 Illumina (ILMN) | 1.61% | 0.72% | 100% | - |
 Zillow (Z) | 1.55% | 1.55% | 100% | - |
 UiPath (PATH) | 1.12% | 0.68% | 100% | - |
| Lemonade (LMND) | 0.83% | 1.06% | 100% | - |
 Twilio (TWLO) | 0.75% | 0.99% | 100% | - |
 Fiverr (FVRR) | 0.56% | 0.5% | 100% | - |
 Grail Inc (GRAL) | 0.01% | 0.06% | 38.1% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Arista (ANET) | 4% | 22.66% |
| Trade Desk (TTD) | 4.8% | 11.08% |
| Meta (META) | 3.2% | 7.78% |
| HubSpot (HUBS) | 3.2% | 7.76% |
| Zscaler (ZS) | 4% | 7.16% |
| ASML (ASML.NV) | 5.6% | 6.9% |
| Accenture (ACN) | 6.41% | 6.66% |
| Shopify (SHOP) | 6.81% | 5.64% |
| Chewy (CHWY) | 3.91% | 3.41% |
| Block Inc. (XYZ) | 4% | 3.39% |
| Autodesk (ADSK) | 4.8% | 3.38% |
| Wells Fargo (WFC) | 4% | 3.19% |
| Masimo (MASI) | 5.6% | 2.11% |
| Zillow (Z) | 5.6% | 1.63% |
| Zoom (ZM) | 7.21% | 1.51% |
| Baidu (BIDU) | 4% | 1.19% |
| Lemonade (LMND) | 4.8% | 1.17% |
| Illumina (ILMN) | 4% | 1.09% |
| Twilio (TWLO) | 4.8% | 0.87% |
| UiPath (PATH) | 4.8% | 0.66% |
| Fiverr (FVRR) | 4% | 0.47% |
| Grail Inc (GRAL) | 0% | 0.02% |