Portfolio Diversification
Range
Most Diversified
27 instruments
October 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21.1 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
MA99.92%
NFLX99.92%
NVDA99.92%
DHR99.92%
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) | 14.88% | 15.12% | 99.92% | - |
 Trade Desk (TTD) | 9.59% | 5.92% | 99.92% | - |
| Danaher (DHR) | 8.66% | 8.05% | 99.92% | - |
| Mastercard (MA) | 7.87% | 11.42% | 99.92% | - |
 Shopify (SHOP) | 7.85% | 12.51% | 99.92% | - |
 MercadoLibre (MELI) | 5.55% | 7.9% | 99.92% | - |
 Synopsys (SNPS) | 4.76% | 3.46% | 99.92% | - |
 Veeva (VEEV) | 3.76% | 4.62% | 99.92% | - |
 Ubiquiti (UI) | 3.59% | 0% | 61.72% | 2/22/2024 |
| Netflix (NFLX) | 3.44% | 7.86% | 99.92% | - |
| Apple (AAPL) | 3.27% | 2.86% | 99.92% | - |
 Intuit (INTU) | 3.09% | 4.56% | 99.92% | - |
 Arista (ANET) | 1.75% | 3.09% | 65.57% | - |
 Alphabet (GOOG) | 1.72% | 4.06% | 38.2% | - |
 Microsoft (MSFT) | 1.58% | 4.18% | 38.2% | - |
 Intuitive Surgical (ISRG) | 1.58% | 0% | 61.72% | 2/22/2024 |
 HubSpot (HUBS) | 1.53% | 0% | 40.66% | 5/8/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.3% | 2.12% | 45.82% | - |
 Amazon (AMZN) | 1.22% | 0% | 61.72% | 2/22/2024 |
 Equinix (EQIX) | 1.2% | 1.95% | 54.59% | - |
 Twilio (TWLO) | 1.1% | 0% | 61.23% | 2/16/2024 |
 Universal Display (OLED) | 0.97% | 0% | 54.02% | 11/20/2023 |
 Etsy (ETSY) | 0.75% | 0% | 61.23% | 2/16/2024 |
 Okta (OKTA) | 0.73% | 0% | 54.02% | 11/20/2023 |
 Crowdstrike (CRWD) | 0.71% | 0% | 32.3% | 3/15/2024 |
 Splunk Inc (SPLK) | 0.66% | 0% | 32.7% | 2/27/2023 |
 Palo Alto Networks (PANW) | 0.47% | 0% | 30.57% | 2/22/2024 |
 Zendesk (ZEN.US) | 0.4% | 0% | 10.82% | 5/13/2022 |
 Cloudflare (NET) | 0.36% | 0% | 28.93% | 3/15/2024 |
 DocuSign (DOCU) | 0.36% | 0% | 32.7% | 2/27/2023 |
 Sea (SE) | 0.35% | 0% | 54.02% | 11/20/2023 |
 Shockwave Medical Inc (SWAV) | 0.31% | 0% | 26.72% | 2/16/2024 |
 Unity (U) | 0.27% | 0% | 17.95% | 8/10/2022 |
 Zynga (ZNGA) | 0.22% | 0% | 11.72% | 5/24/2022 |
 Teladoc (TDOC) | 0.14% | 0% | 17.87% | 8/9/2022 |
 Veralto (VLTO) | 0.08% | 0% | 11.15% | 2/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 0.81% | 14.72% |
| Shopify (SHOP) | 10.69% | 12.84% |
| Mastercard (MA) | 13.21% | 10.42% |
| Trade Desk (TTD) | 7.12% | 9.89% |
| Danaher (DHR) | 15.86% | 9.76% |
| Netflix (NFLX) | 5.37% | 5.68% |
| MercadoLibre (MELI) | 4.56% | 5.27% |
| Alphabet (GOOG) | 6.65% | 4.61% |
| Microsoft (MSFT) | 7.07% | 3.82% |
| Intuit (INTU) | 4.57% | 3.79% |
| Arista (ANET) | 2.93% | 3.64% |
| Apple (AAPL) | 2.23% | 3.61% |
| Synopsys (SNPS) | 3.74% | 3.52% |
| Veeva (VEEV) | 5.55% | 3.39% |
| Novo Nordisk (NOVO-B.CO) | 6.27% | 2.91% |
| Equinix (EQIX) | 3.31% | 2.05% |