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
AAPL99.93%
AMZN99.93%
DIS99.93%
TSLA99.93%
ADBE99.93%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 5.81% | 11.14% | 99.85% | - |
 Arista (ANET) | 3.13% | 5.56% | 92.04% | - |
 Vertex (VRTX) | 2.71% | 2.15% | 96.39% | - |
 Spotify (SPOT) | 2.61% | 4.72% | 97.94% | - |
 Intuit (INTU) | 2.57% | 2.16% | 99.93% | - |
| Apple (AAPL) | 2.53% | 2.44% | 99.93% | - |
 Meta (META) | 2.37% | 3.28% | 99.85% | - |
 Duolingo (DUOL) | 2.31% | 2.65% | 99.78% | - |
 Old Dominion (ODFL) | 2.27% | 1.26% | 99.93% | - |
 Lam Research (LRCX) | 2.17% | 3.11% | 99.93% | - |
 Mastercard (MA) | 2.13% | 1.91% | 99.78% | - |
 Crowdstrike (CRWD) | 2.13% | 3.01% | 99.78% | - |
 ASML (ASML) | 2.11% | 2.12% | 99.78% | - |
 Tractor Supply (TSCO) | 2.01% | 1.58% | 99.93% | - |
 Accenture (ACN) | 1.96% | 1.03% | 99.78% | - |
 Garmin (GRMN) | 1.91% | 2.49% | 94.1% | - |
 Union Pacific (UNP) | 1.85% | 1.25% | 99.93% | - |
 Netflix (NFLX) | 1.84% | 2.87% | 99.93% | - |
 NYT (NYT) | 1.79% | 1.56% | 99.93% | - |
 Doximity (DOCS) | 1.78% | 2.5% | 87.69% | - |
| Tesla (TSLA) | 1.77% | 2.11% | 99.93% | - |
 Fortinet (FTNT) | 1.75% | 1.56% | 93.81% | - |
 Lululemon (LULU) | 1.72% | 0.59% | 99.93% | - |
 IDEXX (IDXX) | 1.72% | 1.57% | 99.93% | - |
| Amazon (AMZN) | 1.7% | 1.63% | 99.93% | - |
 Ecolab (ECL) | 1.68% | 1.59% | 99.78% | - |
 Trade Desk (TTD) | 1.67% | 0.81% | 99.93% | - |
 Atlassian (TEAM) | 1.6% | 0.85% | 99.93% | - |
 Tyler (TYL) | 1.6% | 1.51% | 83.27% | - |
| Adobe (ADBE) | 1.57% | 0.81% | 99.93% | - |
 Nintendo (NTDOY) | 1.5% | 1.65% | 99.93% | - |
 Veeva (VEEV) | 1.42% | 1.61% | 84.67% | - |
 Autodesk (ADSK) | 1.39% | 1.24% | 99.93% | - |
 Globus Medical (GMED) | 1.39% | 0.91% | 99.93% | - |
 Roblox (RBLX) | 1.34% | 3.73% | 68.9% | - |
 Adyen (ADYEN.NV) | 1.32% | 1.03% | 91.6% | - |
 Airbnb (ABNB) | 1.29% | 0.85% | 99.93% | - |
 HubSpot (HUBS) | 1.28% | 0.81% | 99.93% | - |
 DexCom (DXCM) | 1.27% | 0.57% | 99.93% | - |
 Paycom (PAYC) | 1.24% | 0.64% | 99.93% | - |
 Vail Resorts (MTN) | 1.19% | 0.56% | 99.93% | - |
 Zscaler (ZS) | 1.14% | 1.28% | 99.93% | - |
 Shopify (SHOP) | 1.11% | 1.81% | 99.78% | - |
| Disney (DIS) | 1.05% | 0.76% | 99.93% | - |
 Zebra (ZBRA) | 1.03% | 0.67% | 99.93% | - |
 Masimo (MASI) | 0.99% | 0.67% | 99.93% | - |
 SolarEdge (SEDG) | 0.99% | 0.19% | 91.23% | - |
 Snowflake (SNOW) | 0.98% | 0.95% | 99.93% | - |
 Darling (DAR) | 0.92% | 0.71% | 69.05% | - |
 Activision Blizzard, Inc. (ATVI) | 0.83% | 0% | 45.98% | 10/16/2023 |
 Pinterest (PINS) | 0.73% | 0.55% | 99.93% | - |
 Confluent (CFLT) | 0.73% | 0.4% | 99.41% | - |
 Okta (OKTA) | 0.66% | 0.42% | 99.93% | - |
 Roku (ROKU) | 0.64% | 0.53% | 99.93% | - |
 Match Group (MTCH) | 0.6% | 0.28% | 99.93% | - |
 Block Inc. (XYZ) | 0.6% | 0.42% | 99.85% | - |
 SVB (SIVBQ) | 0.58% | 0% | 31.54% | 3/29/2023 |
 PayPal (PYPL) | 0.55% | 0.33% | 99.93% | - |
 UiPath (PATH) | 0.53% | 0.33% | 99.93% | - |
 Boston Beer (SAM) | 0.52% | 0.24% | 99.78% | - |
 DocuSign (DOCU) | 0.42% | 0.3% | 99.93% | - |
 Zoom (ZM) | 0.41% | 0.28% | 99.93% | - |
 Lemonade (LMND) | 0.36% | 0.53% | 99.93% | - |
 Unity (U) | 0.34% | 0.22% | 99.78% | - |
 Upstart (UPST) | 0.32% | 0.26% | 99.93% | - |
 Asana (ASAN) | 0.32% | 0.15% | 99.93% | - |
 Fiverr (FVRR) | 0.31% | 0.14% | 99.93% | - |
 Zynga (ZNGA) | 0.16% | 0% | 10.54% | 5/24/2022 |
 Coupa Software Inc (COUP) | 0.16% | 0% | 29.55% | 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% |