Portfolio Diversification
Range
Most Diversified
67 instruments
March 21, 2023
Least Diversified
0 instruments
February 2, 2025
Average
65.1 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
META99.91%
AMZN99.91%
DIS99.91%
MA99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 5.14% | 7.99% | 99.91% | - |
 Arista (ANET) | 2.89% | 3.48% | 90.78% | - |
 Vertex (VRTX) | 2.77% | 3.24% | 95.82% | - |
| Apple (AAPL) | 2.59% | 2.37% | 99.91% | - |
 Intuit (INTU) | 2.59% | 2.45% | 99.91% | - |
 Old Dominion (ODFL) | 2.4% | 1.77% | 99.91% | - |
| Meta (META) | 2.23% | 2.9% | 99.91% | - |
 Spotify (SPOT) | 2.22% | 5.17% | 97.61% | - |
 ASML (ASML) | 2.18% | 1.68% | 99.91% | - |
 Lam Research (LRCX) | 2.15% | 1.78% | 99.91% | - |
| Mastercard (MA) | 2.15% | 2.28% | 99.91% | - |
 Duolingo (DUOL) | 2.13% | 3.57% | 99.91% | - |
 Accenture (ACN) | 2.07% | 1.55% | 99.91% | - |
 Tractor Supply (TSCO) | 2.06% | 1.85% | 99.91% | - |
 Crowdstrike (CRWD) | 2.02% | 2.9% | 99.91% | - |
 Union Pacific (UNP) | 1.93% | 1.57% | 99.91% | - |
 Lululemon (LULU) | 1.86% | 1.11% | 99.91% | - |
 Garmin (GRMN) | 1.85% | 2.46% | 93.17% | - |
 NYT (NYT) | 1.82% | 1.77% | 99.91% | - |
 Tesla (TSLA) | 1.78% | 1.47% | 99.91% | - |
 Trade Desk (TTD) | 1.76% | 1.01% | 99.91% | - |
 IDEXX (IDXX) | 1.76% | 1.3% | 99.91% | - |
 Fortinet (FTNT) | 1.74% | 2.28% | 92.83% | - |
| Amazon (AMZN) | 1.7% | 1.68% | 99.91% | - |
 Ecolab (ECL) | 1.7% | 1.75% | 99.91% | - |
 Atlassian (TEAM) | 1.68% | 1.39% | 99.91% | - |
 Doximity (DOCS) | 1.68% | 2.53% | 85.75% | - |
 Adobe (ADBE) | 1.67% | 1.07% | 99.91% | - |
 Netflix (NFLX) | 1.66% | 2.91% | 99.91% | - |
 Tyler (TYL) | 1.57% | 2.18% | 80.63% | - |
 Globus Medical (GMED) | 1.46% | 1.35% | 99.91% | - |
 Nintendo (NTDOY) | 1.45% | 1.81% | 99.91% | - |
 Autodesk (ADSK) | 1.41% | 1.35% | 99.91% | - |
 Veeva (VEEV) | 1.39% | 1.57% | 82.42% | - |
 DexCom (DXCM) | 1.36% | 0.75% | 99.91% | - |
 Adyen (ADYEN.NV) | 1.35% | 1.27% | 90.44% | - |
 Airbnb (ABNB) | 1.35% | 0.98% | 99.91% | - |
 HubSpot (HUBS) | 1.32% | 1.25% | 99.91% | - |
 Paycom (PAYC) | 1.32% | 0.89% | 99.91% | - |
 Vail Resorts (MTN) | 1.28% | 0.65% | 99.91% | - |
 Zscaler (ZS) | 1.12% | 1.08% | 99.91% | - |
 SolarEdge (SEDG) | 1.12% | 0.08% | 89.85% | - |
| Disney (DIS) | 1.09% | 0.74% | 99.91% | - |
 Zebra (ZBRA) | 1.08% | 0.65% | 99.91% | - |
 Shopify (SHOP) | 1.06% | 1.19% | 99.91% | - |
 Roblox (RBLX) | 1.06% | 2.13% | 64.16% | - |
 Masimo (MASI) | 1.03% | 0.9% | 99.91% | - |
 Snowflake (SNOW) | 1% | 0.72% | 99.91% | - |
 Activision Blizzard, Inc. (ATVI) | 0.96% | 0% | 53.24% | 10/16/2023 |
 Darling (DAR) | 0.95% | 0.89% | 64.16% | - |
 Confluent (CFLT) | 0.78% | 0.48% | 99.32% | - |
 Pinterest (PINS) | 0.75% | 0.55% | 99.91% | - |
 Okta (OKTA) | 0.68% | 0.61% | 99.91% | - |
 SVB (SIVBQ) | 0.67% | 0% | 36.52% | 3/29/2023 |
 Roku (ROKU) | 0.66% | 0.41% | 99.91% | - |
 Match Group (MTCH) | 0.65% | 0.32% | 99.91% | - |
 Block Inc. (XYZ) | 0.63% | 0.38% | 99.91% | - |
 PayPal (PYPL) | 0.58% | 0.37% | 99.91% | - |
 UiPath (PATH) | 0.57% | 0.28% | 99.91% | - |
 Boston Beer (SAM) | 0.56% | 0.33% | 99.91% | - |
 DocuSign (DOCU) | 0.43% | 0.42% | 99.91% | - |
 Zoom (ZM) | 0.43% | 0.32% | 99.91% | - |
 Unity (U) | 0.37% | 0.15% | 99.91% | - |
 Asana (ASAN) | 0.34% | 0.2% | 99.91% | - |
 Lemonade (LMND) | 0.34% | 0.37% | 99.91% | - |
 Fiverr (FVRR) | 0.33% | 0.19% | 99.91% | - |
 Upstart (UPST) | 0.32% | 0.27% | 99.91% | - |
 Zynga (ZNGA) | 0.19% | 0% | 12.2% | 5/24/2022 |
 Coupa Software Inc (COUP) | 0.18% | 0% | 34.22% | 3/1/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.5% | 9.43% |
| Arista (ANET) | 1.5% | 4.82% |
| Spotify (SPOT) | 1.5% | 3.59% |
| Duolingo (DUOL) | 1.5% | 3.16% |
| Meta (META) | 1.5% | 3.01% |
| Apple (AAPL) | 1.5% | 2.68% |
| Garmin (GRMN) | 1.5% | 2.38% |
| Vertex (VRTX) | 1.5% | 2.37% |
| Netflix (NFLX) | 1.5% | 2.37% |
| Crowdstrike (CRWD) | 1.5% | 2.36% |
| Intuit (INTU) | 1.5% | 2.35% |
| Doximity (DOCS) | 1.5% | 2.26% |
| Tesla (TSLA) | 1.5% | 2.2% |
| Trade Desk (TTD) | 1.5% | 2.1% |
| Mastercard (MA) | 1.5% | 2.07% |
| Fortinet (FTNT) | 1.5% | 2% |
| Tyler (TYL) | 1.5% | 1.97% |
| Amazon (AMZN) | 1.5% | 1.9% |
| Roblox (RBLX) | 1.5% | 1.84% |
| Old Dominion (ODFL) | 1.5% | 1.81% |
| Lam Research (LRCX) | 1.5% | 1.8% |
| Tractor Supply (TSCO) | 1.5% | 1.75% |
| Accenture (ACN) | 1.5% | 1.72% |
| NYT (NYT) | 1.5% | 1.67% |
| ASML (ASML) | 1.5% | 1.62% |
| Ecolab (ECL) | 1.5% | 1.53% |
| Lululemon (LULU) | 1.5% | 1.51% |
| Atlassian (TEAM) | 1.5% | 1.49% |
| HubSpot (HUBS) | 1.5% | 1.44% |
| Union Pacific (UNP) | 1.5% | 1.44% |
| Globus Medical (GMED) | 1.5% | 1.4% |
| Autodesk (ADSK) | 1.5% | 1.37% |
| Veeva (VEEV) | 1.5% | 1.36% |
| Shopify (SHOP) | 1.5% | 1.35% |
| Nintendo (NTDOY) | 1.5% | 1.3% |
| Adobe (ADBE) | 1.5% | 1.21% |
| Adyen (ADYEN.NV) | 1.5% | 1.18% |
| IDEXX (IDXX) | 1.5% | 1.17% |
| Airbnb (ABNB) | 1.5% | 1.01% |
| Zebra (ZBRA) | 1.5% | 0.99% |
| Masimo (MASI) | 1.5% | 0.87% |
| Zscaler (ZS) | 1.5% | 0.87% |
| Darling (DAR) | 1.5% | 0.87% |
| Disney (DIS) | 1.5% | 0.86% |
| Vail Resorts (MTN) | 1.5% | 0.79% |
| DexCom (DXCM) | 1.5% | 0.76% |
| Paycom (PAYC) | 1.5% | 0.75% |
| Snowflake (SNOW) | 1.5% | 0.69% |
| Confluent (CFLT) | 1.5% | 0.57% |
| Pinterest (PINS) | 1.5% | 0.56% |
| Block Inc. (XYZ) | 1.5% | 0.54% |
| Roku (ROKU) | 1.5% | 0.47% |
| PayPal (PYPL) | 1.5% | 0.47% |
| Lemonade (LMND) | 1.5% | 0.45% |
| DocuSign (DOCU) | 1.5% | 0.44% |
| Okta (OKTA) | 1.5% | 0.44% |
| Boston Beer (SAM) | 1.5% | 0.37% |
| Upstart (UPST) | 1.5% | 0.36% |
| Zoom (ZM) | 1.5% | 0.32% |
| Match Group (MTCH) | 1.5% | 0.32% |
| UiPath (PATH) | 1.5% | 0.3% |
| Asana (ASAN) | 1.5% | 0.24% |
| Fiverr (FVRR) | 1.5% | 0.22% |
| Unity (U) | 1.5% | 0.16% |
| SolarEdge (SEDG) | 1.5% | 0.07% |