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Portfolio Diversification
Range
Most Diversified
27 instruments
October 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20.2 instruments
Most Consistent Holdings
Top 5
AAPL99.73%
MA99.73%
NFLX99.73%
NVDA99.73%
DHR99.73%
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) | 15.29% | 19.51% | 99.73% | - |
 Shopify (SHOP) | 9.12% | 15.97% | 99.73% | - |
 Trade Desk (TTD) | 8.69% | 2.45% | 99.73% | - |
| Danaher (DHR) | 8.56% | 8.67% | 99.73% | - |
| Mastercard (MA) | 8.23% | 9.92% | 99.73% | - |
 MercadoLibre (MELI) | 5.67% | 6.41% | 99.73% | - |
 Synopsys (SNPS) | 4.51% | 3.26% | 99.73% | - |
| Netflix (NFLX) | 3.93% | 4.93% | 99.73% | - |
 Veeva (VEEV) | 3.78% | 3.16% | 99.73% | - |
| Apple (AAPL) | 3.25% | 3.49% | 99.73% | - |
 Intuit (INTU) | 3.2% | 2.81% | 99.73% | - |
 Ubiquiti (UI) | 3% | 0% | 51.65% | 2/22/2024 |
 Alphabet (GOOG) | 2.32% | 7.62% | 48.01% | - |
 Arista (ANET) | 2.09% | 4.53% | 70.99% | - |
 Microsoft (MSFT) | 1.99% | 3.66% | 48.08% | - |
 Intuitive Surgical (ISRG) | 1.32% | 0% | 51.65% | 2/22/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.32% | 1.44% | 54.46% | - |
 HubSpot (HUBS) | 1.28% | 0% | 34.02% | 5/8/2024 |
 Equinix (EQIX) | 1.25% | 1.66% | 61.8% | - |
 Amazon (AMZN) | 1.02% | 0% | 51.65% | 2/22/2024 |
 Twilio (TWLO) | 0.92% | 0% | 51.23% | 2/16/2024 |
 Universal Display (OLED) | 0.81% | 0% | 45.2% | 11/20/2023 |
 Etsy (ETSY) | 0.62% | 0% | 51.23% | 2/16/2024 |
 Okta (OKTA) | 0.61% | 0% | 45.2% | 11/20/2023 |
 Crowdstrike (CRWD) | 0.59% | 0% | 27.02% | 3/15/2024 |
 Splunk Inc (SPLK) | 0.56% | 0% | 27.37% | 2/27/2023 |
 Palo Alto Networks (PANW) | 0.39% | 0% | 25.58% | 2/22/2024 |
 Zendesk (ZEN.US) | 0.33% | 0% | 9.05% | 5/13/2022 |
 Cloudflare (NET) | 0.3% | 0% | 24.21% | 3/15/2024 |
 DocuSign (DOCU) | 0.3% | 0% | 27.37% | 2/27/2023 |
 Sea (SE) | 0.29% | 0% | 45.2% | 11/20/2023 |
 Shockwave Medical Inc (SWAV) | 0.26% | 0% | 22.36% | 2/16/2024 |
 Unity (U) | 0.23% | 0% | 15.02% | 8/10/2022 |
 Zynga (ZNGA) | 0.19% | 0% | 9.81% | 5/24/2022 |
 Teladoc (TDOC) | 0.12% | 0% | 14.95% | 8/9/2022 |
 Veralto (VLTO) | 0.07% | 0% | 9.33% | 2/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 0.81% | 18.39% |
| Shopify (SHOP) | 10.64% | 17.49% |
| Mastercard (MA) | 13.15% | 10.17% |
| Danaher (DHR) | 15.78% | 8.77% |
| Alphabet (GOOG) | 6.62% | 6.84% |
| MercadoLibre (MELI) | 4.54% | 5.62% |
| Netflix (NFLX) | 5.35% | 5.38% |
| Microsoft (MSFT) | 7.03% | 3.94% |
| Arista (ANET) | 2.92% | 3.88% |
| Intuit (INTU) | 4.55% | 3.6% |
| Apple (AAPL) | 2.22% | 3.53% |
| Veeva (VEEV) | 5.52% | 3.24% |
| Synopsys (SNPS) | 3.72% | 3.07% |
| Trade Desk (TTD) | 7.08% | 2.88% |
| Equinix (EQIX) | 3.29% | 1.5% |
| Novo Nordisk (NOVO-B.CO) | 6.24% | 1.22% |
Cash & Instruments Over Time
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