MiddletonMoney avatar

MiddletonMoney
🇬🇧 Multi-Strategy Software and Tech Investor.
2 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
March 25, 2024
Lowest Cash
October 18, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
52 instruments
March 28, 2024
Least Diversified
6 instruments
October 18, 2023
Average
29.5 instruments

Most Consistent Holdings

Top 5

avatarMETA
99.83%
avatarTSLA
99.83%
avatarPLTR
99.83%
avatarBTC
99.83%
avatarFUBO
98.99%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
October 18, 2023
Lowest Exposure
March 25, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
56.8%
Finance
13.44%
Electronic Technology
12.79%
Consumer Durables
4.19%
Commercial Services
3.45%

Top Countries

Top 5

🇺🇸United States
94.45%
🇨🇦Canada
3.31%
🇰🇾Cayman Islands
0.24%
🇮🇱Israel
0.12%
🇺🇾Uruguay
0.09%

Holdings over time

(Since October 18, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
PalantirPalantir (PLTR)
43.87%56.33%99.83%-
fuboTVfuboTV (FUBO)
5.71%0.04%98.99%-
SoFiSoFi (SOFI)
5.41%0.04%98.65%-
RobinhoodRobinhood (HOOD)
4.85%5.92%85.83%-
D-WaveD-Wave (QBTS)
4.84%29.72%38.62%-
NVIDIANVIDIA (NVDA)
4.47%0.03%95.11%-
TeslaTesla (TSLA)
3.84%1.07%99.83%-
ShopifyShopify (SHOP)
2.5%0%71.67%1/10/2025
CoinbaseCoinbase (COIN)
2.49%0%58.85%12/20/2024
MetaMeta (META)
2.22%0.31%99.83%-
AmazonAmazon (AMZN)
2.13%0.56%96.96%-
CleansparkCleanspark (CLSK)
1.79%0%59.02%10/11/2024
Rocket LabRocket Lab (RKLB)
1.22%2.55%54.97%-
RiotRiot (RIOT)
0.95%0%48.4%8/2/2024
PayPalPayPal (PYPL)
0.94%0%56.66%12/23/2024
RigettiRigetti (RGTI)
0.9%1.67%50.59%-
The Cheesecake FactoryThe Cheesecake Factory (CAKE)
0.84%0%54.13%5/30/2025
Marathon DigitalMarathon Digital (MARA)
0.76%0%53.12%8/30/2024
AbCelleraAbCellera (ABCL)
0.71%0%58.52%10/1/2024
BitcoinBitcoin (BTC)
0.61%0.1%99.83%-
WalgreensWalgreens (WBA)
0.59%0%15.35%10/25/2024
MicroStrategyMicroStrategy (MSTR)
0.56%0%37.94%10/15/2024
EnovixEnovix (ENVX)
0.53%0%34.4%8/1/2024
SupermicroSupermicro (SMCI)
0.43%0%36.42%9/26/2024
Realty IncomeRealty Income (O)
0.41%0.15%31.2%-
XRPXRP (XRP)
0.38%0.01%20.91%-
Honest CoHonest Co (HNST)
0.25%0.05%45.7%-
NuNu (NU)
0.24%0.04%57.5%-
SoundHoundSoundHound (SOUN)
0.23%0.28%52.95%-
PfizerPfizer (PFE)
0.23%0%16.69%10/15/2024
e.l.f.e.l.f. (ELF)
0.23%0.01%48.23%-
Dutch BrosDutch Bros (BROS)
0.22%0%21.59%4/4/2024
WhirlpoolWhirlpool (WHR)
0.2%0%16.19%5/7/2024
Ginkgo BioworksGinkgo Bioworks (DNA)
0.2%0%24.79%4/16/2024
Texas RoadhouseTexas Roadhouse (TXRH)
0.19%0%14.33%1/11/2024
NikeNike (NKE)
0.18%0%23.95%10/2/2024
QualcommQualcomm (QCOM)
0.18%0%16.86%8/16/2024
Archer AviationArcher Aviation (ACHR)
0.18%0.36%39.8%-
MicrosoftMicrosoft (MSFT)
0.18%0%25.63%9/12/2024
Recursion PharmaceuticalsRecursion Pharmaceuticals (RXRX)
0.18%0%19.9%5/19/2025
EnphaseEnphase (ENPH)
0.17%0%9.61%12/15/2023
IonqIonq (IONQ)
0.16%0.09%39.29%-
Estee LauderEstee Lauder (EL)
0.16%0%15.68%10/31/2024
UECUEC (UEC)
0.15%0%19.56%5/30/2025
RivianRivian (RIVN)
0.14%0%9.78%12/15/2023
UiPathUiPath (PATH)
0.14%0%16.36%5/30/2024
QuantQuant (QNT)
0.12%0%30.35%6/13/2024
CipherCipher (CIFR)
0.12%0%28.5%9/11/2024
Nano-XNano-X (NNOX)
0.12%0%30.69%1/27/2025
Coca-ColaCoca-Cola (KO)
0.11%0%6.58%10/25/2024
Wynn ResortsWynn Resorts (WYNN)
0.1%0%10.62%4/1/2024
MercadoLibreMercadoLibre (MELI)
0.09%0%15.18%8/2/2024
AlibabaAlibaba (BABA)
0.07%0%4.38%1/22/2024
NuScale PowerNuScale Power (SMR)
0.06%0.01%20.4%-
FuelCell EnergyFuelCell Energy (FCEL)
0.06%0%9.61%12/14/2023
BitfarmsBitfarms (BITF)
0.05%0%6.24%4/18/2024
Joby AviationJoby Aviation (JOBY)
0.05%0.03%30.02%-
ACM ResearchACM Research (ACMR)
0.05%0%27.15%1/27/2025
Hims & HersHims & Hers (HIMS)
0.05%0.02%22.93%-
RevolveRevolve (RVLV)
0.05%0%5.73%11/22/2023
UnityUnity (U)
0.04%0%5.56%1/10/2024
NextDecadeNextDecade (NEXT)
0.03%0.03%22.09%-
Plug PowerPlug Power (PLUG)
0.03%0%4.38%11/13/2023
GrabGrab (GRAB)
0.03%0.07%28.84%-
CRISPR TherapeuticsCRISPR Therapeutics (CRSP)
0.03%0%10.62%9/17/2024
Aurora CannabisAurora Cannabis (ACB)
0.03%0%7.08%5/7/2024
TargetTarget (TGT)
0.03%0%3.2%11/6/2023
SemtechSemtech (SMTC)
0.03%0%7.42%5/10/2024
SL GreenSL Green (SLG)
0.03%0%3.54%3/25/2024
CrowdstrikeCrowdstrike (CRWD)
0.02%0%2.36%8/2/2024
OkloOklo (OKLO)
0.02%0%7.59%12/20/2024
Bigbear.AiBigbear.Ai (BBAI)
0.02%0.13%18.55%-
Hedera HashgraphHedera Hashgraph (HBAR)
0.02%0.02%12.65%-
Planet LabsPlanet Labs (PL)
0.02%0%4.22%4/19/2024
AehrAehr (AEHR)
0.02%0%16.53%1/8/2025
ForgeForge (FRGE)
0.02%0%3.71%4/16/2024
RumbleRumble (RUM)
0.02%0%4.38%4/17/2024
IOTAIOTA (MIOTA)
0.02%0%7.76%2/12/2024
JumiaJumia (JMIA)
0.01%0%6.07%4/16/2024
Bit DigitalBit Digital (BTBT)
0.01%0%10.29%9/11/2024
ARMARM (ARM)
0.01%0%2.7%4/11/2024
Rolls-RoyceRolls-Royce (RR.L)
0.01%0%16.02%1/27/2025
CelsiusCelsius (CELH)
0.01%0%7.76%5/9/2025
Quantum-SiQuantum-Si (QSI)
0.01%0%6.41%2/3/2025
AlphabetAlphabet (GOOGL)
0.01%0.04%13.15%-
Edwards LifesciencesEdwards Lifesciences (EW)
0.01%0%16.69%1/27/2025
IBMIBM (IBM)
0.01%0.07%11.13%-
BlackskyBlacksky (BKSY)
0.01%0%11.8%12/30/2024
QuicklogicQuicklogic (QUIK)
0.01%0%2.87%8/2/2024
MattelMattel (MAT)
0.01%0%1.18%12/6/2023
ZscalerZscaler (ZS)
0.01%0%4.72%8/16/2024
AMDAMD (AMD)
0.01%0%0.84%10/30/2024
MarvellMarvell (MRVL)
0.01%0%3.54%4/1/2024
Palo Alto NetworksPalo Alto Networks (PANW)
0.01%0%4.22%3/21/2024
CarnivalCarnival (CCL)
0.01%0%3.88%4/17/2024
SNDLSNDL (SNDL)
0.01%0%3.37%4/16/2024
CamecoCameco (CCJ)
0.01%0%10.96%12/26/2024
ZIMZIM (ZIM)
0.01%0%1.85%12/26/2023
CosmosCosmos (ATOM)
0.01%0%2.02%12/26/2023
AST SpaceMobileAST SpaceMobile (ASTS)
0.01%0.03%25.46%-
Nebius Group NVNebius Group NV (NBIS)
0%0.03%16.69%-
IntelIntel (INTC)
0%0%4.22%4/16/2024
TransMedicsTransMedics (TMDX)
0%0.02%17.03%-
DellDell (DELL)
0%0%1.69%3/11/2024
OcugenOcugen (OCGN)
0%0%1.85%4/5/2024
BlackBerryBlackBerry (BB)
0%0%3.54%6/5/2024
AtkoreAtkore (ATKR)
0%0%2.7%8/2/2024
ViasatViasat (VSAT)
0%0%20.07%5/30/2025
Venture Global IncVenture Global Inc (VG)
0%0.03%17.2%-
Iris EnergyIris Energy (IREN)
0%0%2.7%8/2/2024
SchrodingerSchrodinger (SDGR)
0%0%3.04%8/16/2024
AlphabetAlphabet (GOOG)
0%0%2.53%8/16/2024
eToro Group LTDeToro Group LTD (ETOR)
0%0.07%3.54%-
StarbucksStarbucks (SBUX)
0%0%1.01%4/1/2024
HoneywellHoneywell (HON)
0%0%3.54%1/27/2025
Hut 8Hut 8 (HUT)
0%0%2.7%8/2/2024
Bank of AmericaBank of America (BAC)
0%0%1.01%4/1/2024
MastercardMastercard (MA)
0%0%1.69%5/7/2024
TilrayTilray (TLRY)
0%0%1.35%4/16/2024
OpendoorOpendoor (OPEN)
0%0%11.13%4/28/2025
CheniereCheniere (LNG)
0%0%11.3%4/30/2025
F5F5 (FFIV)
0%0%2.19%8/14/2024
OktaOkta (OKTA)
0%0%1.85%10/30/2024
VisaVisa (V)
0%0%2.02%7/30/2024
NetflixNetflix (NFLX)
0%0%1.18%5/7/2024
CorMedixCorMedix (CRMD)
0%0%1.85%10/30/2024
SK Growth Opportunities Co-ASK Growth Opportunities Co-A (BULL)
0%0%6.24%5/23/2025
Hyzon MotorsHyzon Motors (HYZN)
0%0%1.18%4/1/2024
TruistTruist (TFC)
0%0%1.18%8/6/2024
AlphatecAlphatec (ATEC)
0%0%4.22%1/27/2025
Rubrik IncRubrik Inc (RBRK)
0%0.03%2.7%-
MicrovastMicrovast (MVST)
0%0%6.75%4/3/2025
CommScopeCommScope (COMM)
0%0%0.84%7/23/2024
TerawulfTerawulf (WULF)
0%0%1.52%10/31/2024
Weight WatchersWeight Watchers (WGHTQ)
0%0%0.84%10/15/2024
JPMorganJPMorgan (JPM)
0%0%0.84%4/16/2024
LendingClubLendingClub (LC)
0%0%1.01%10/30/2024
TSMCTSMC (TSM)
0%0%0.84%10/2/2024
AtomeraAtomera (ATOM.US)
0%0%1.01%1/27/2025
Intuitive SurgicalIntuitive Surgical (ISRG)
0%0%0.51%10/25/2024
CerenceCerence (CRNC)
0%0.01%3.37%-
FortinetFortinet (FTNT)
0%0%0.17%2/9/2024
PaysignPaysign (PAYS)
0%0%0.17%3/28/2024
GlobalstarGlobalstar (GSAT)
0%0%1.18%1/29/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0%0%0.67%8/12/2024
AltriaAltria (MO)
0%0%0.34%5/22/2024
NioNio (NIO)
0%0%0.17%5/7/2024
AmgenAmgen (AMGN)
0%0%0.17%5/7/2024
Xbp Europe HoldingsXbp Europe Holdings (XBP)
0%0%0.17%10/23/2024
Howmet AerospaceHowmet Aerospace (HWM)
0%0%0.51%5/22/2025
ServiceNowServiceNow (NOW)
0%0%0.17%10/24/2024
Lam ResearchLam Research (LRCX)
0%0%0.17%10/24/2024
CoreWeave IncCoreWeave Inc (CRWV)
0%0.01%0.34%-
Monolithic PowerMonolithic Power (MPWR)
0%0%0.34%2/7/2025
LemonadeLemonade (LMND)
0%0.01%0.34%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
PalantirPalantir (PLTR)
50.58%65.14%
RobinhoodRobinhood (HOOD)
8%6.56%
D-WaveD-Wave (QBTS)
3.75%4.89%
NVIDIANVIDIA (NVDA)
7.17%4.22%
RigettiRigetti (RGTI)
1.25%4.1%
Rocket LabRocket Lab (RKLB)
3.59%3.26%
fuboTVfuboTV (FUBO)
7.6%2.02%
SoFiSoFi (SOFI)
2.64%1.61%
TeslaTesla (TSLA)
2.33%1.53%
MetaMeta (META)
2.32%1.11%
UECUEC (UEC)
2.08%0.7%
Honest CoHonest Co (HNST)
0.96%0.69%
Archer AviationArcher Aviation (ACHR)
0.67%0.69%
SoundHoundSoundHound (SOUN)
0.43%0.59%
NuScale PowerNuScale Power (SMR)
1.1%0.41%
NextDecadeNextDecade (NEXT)
0.88%0.39%
AmazonAmazon (AMZN)
0.73%0.32%
The Cheesecake FactoryThe Cheesecake Factory (CAKE)
0.55%0.24%
GrabGrab (GRAB)
0.61%0.23%
NuNu (NU)
0.58%0.2%
ACM ResearchACM Research (ACMR)
0.56%0.2%
Joby AviationJoby Aviation (JOBY)
0.26%0.17%
BitcoinBitcoin (BTC)
0.13%0.16%
ShopifyShopify (SHOP)
0.31%0.15%
Nano-XNano-X (NNOX)
0.22%0.09%
Rolls-RoyceRolls-Royce (RR.L)
0.22%0.09%
Quantum-SiQuantum-Si (QSI)
0.21%0.07%
AehrAehr (AEHR)
0.11%0.06%
IonqIonq (IONQ)
0.04%0.06%
Edwards LifesciencesEdwards Lifesciences (EW)
0.09%0.04%
e.l.f.e.l.f. (ELF)
0.05%0.02%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments