Portfolio Diversification
Range
Most Diversified
27 instruments
October 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20.7 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) | 15.02% | 16.53% | 99.92% | - |
 Trade Desk (TTD) | 9.3% | 3.96% | 99.92% | - |
| Danaher (DHR) | 8.61% | 7.7% | 99.92% | - |
 Shopify (SHOP) | 8.29% | 16.01% | 99.92% | - |
| Mastercard (MA) | 8.06% | 10.45% | 99.92% | - |
 MercadoLibre (MELI) | 5.65% | 6.77% | 99.92% | - |
 Synopsys (SNPS) | 4.69% | 3.92% | 99.92% | - |
 Veeva (VEEV) | 3.8% | 3.98% | 99.92% | - |
| Netflix (NFLX) | 3.71% | 7.16% | 99.92% | - |
 Ubiquiti (UI) | 3.34% | 0% | 57.35% | 2/22/2024 |
| Apple (AAPL) | 3.25% | 3.13% | 99.92% | - |
 Intuit (INTU) | 3.17% | 3.67% | 99.92% | - |
 Alphabet (GOOG) | 1.91% | 5.14% | 42.57% | - |
 Arista (ANET) | 1.88% | 4.25% | 68.01% | - |
 Microsoft (MSFT) | 1.77% | 4.05% | 42.57% | - |
 Intuitive Surgical (ISRG) | 1.47% | 0% | 57.35% | 2/22/2024 |
 HubSpot (HUBS) | 1.42% | 0% | 37.78% | 5/8/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.32% | 1.33% | 49.66% | - |
 Equinix (EQIX) | 1.23% | 1.52% | 57.81% | - |
 Amazon (AMZN) | 1.13% | 0% | 57.35% | 2/22/2024 |
 Twilio (TWLO) | 1.02% | 0% | 56.89% | 2/16/2024 |
 Universal Display (OLED) | 0.9% | 0% | 50.19% | 11/20/2023 |
 Etsy (ETSY) | 0.69% | 0% | 56.89% | 2/16/2024 |
 Okta (OKTA) | 0.67% | 0% | 50.19% | 11/20/2023 |
 Crowdstrike (CRWD) | 0.66% | 0% | 30.01% | 3/15/2024 |
 Splunk Inc (SPLK) | 0.62% | 0% | 30.39% | 2/27/2023 |
 Palo Alto Networks (PANW) | 0.44% | 0% | 28.41% | 2/22/2024 |
 Zendesk (ZEN.US) | 0.37% | 0% | 10.05% | 5/13/2022 |
 Cloudflare (NET) | 0.34% | 0% | 26.88% | 3/15/2024 |
 DocuSign (DOCU) | 0.33% | 0% | 30.39% | 2/27/2023 |
 Sea (SE) | 0.32% | 0% | 50.19% | 11/20/2023 |
 Shockwave Medical Inc (SWAV) | 0.29% | 0% | 24.83% | 2/16/2024 |
 Unity (U) | 0.25% | 0% | 16.68% | 8/10/2022 |
 Zynga (ZNGA) | 0.21% | 0% | 10.89% | 5/24/2022 |
 Teladoc (TDOC) | 0.13% | 0% | 16.6% | 8/9/2022 |
 Veralto (VLTO) | 0.08% | 0% | 10.36% | 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% |