Portfolio Diversification
Range
Most Diversified
27 instruments
October 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20.4 instruments
Most Consistent Holdings
Top 5
AAPL99.72%
MA99.72%
NFLX99.72%
NVDA99.72%
DHR99.72%
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) | 15.18% | 17.96% | 99.72% | - |
 Trade Desk (TTD) | 8.91% | 3.03% | 99.72% | - |
 Shopify (SHOP) | 8.8% | 17.48% | 99.72% | - |
| Danaher (DHR) | 8.55% | 8.66% | 99.72% | - |
| Mastercard (MA) | 8.16% | 9.71% | 99.72% | - |
 MercadoLibre (MELI) | 5.67% | 5.76% | 99.72% | - |
 Synopsys (SNPS) | 4.56% | 3.05% | 99.72% | - |
| Netflix (NFLX) | 3.88% | 5.74% | 99.72% | - |
 Veeva (VEEV) | 3.8% | 3.51% | 99.72% | - |
| Apple (AAPL) | 3.25% | 3.62% | 99.72% | - |
 Intuit (INTU) | 3.19% | 3.66% | 99.72% | - |
 Ubiquiti (UI) | 3.12% | 0% | 53.63% | 2/22/2024 |
 Alphabet (GOOG) | 2.14% | 7.01% | 46.01% | - |
 Arista (ANET) | 2.02% | 3.81% | 69.87% | - |
 Microsoft (MSFT) | 1.91% | 3.94% | 46.08% | - |
 Intuitive Surgical (ISRG) | 1.37% | 0% | 53.63% | 2/22/2024 |
 HubSpot (HUBS) | 1.33% | 0% | 35.33% | 5/8/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.32% | 1.16% | 52.71% | - |
 Equinix (EQIX) | 1.24% | 1.45% | 60.33% | - |
 Amazon (AMZN) | 1.06% | 0% | 53.63% | 2/22/2024 |
 Twilio (TWLO) | 0.96% | 0% | 53.21% | 2/16/2024 |
 Universal Display (OLED) | 0.84% | 0% | 46.94% | 11/20/2023 |
 Etsy (ETSY) | 0.65% | 0% | 53.21% | 2/16/2024 |
 Okta (OKTA) | 0.63% | 0% | 46.94% | 11/20/2023 |
 Crowdstrike (CRWD) | 0.62% | 0% | 28.06% | 3/15/2024 |
 Splunk Inc (SPLK) | 0.58% | 0% | 28.42% | 2/27/2023 |
 Palo Alto Networks (PANW) | 0.41% | 0% | 26.57% | 2/22/2024 |
 Zendesk (ZEN.US) | 0.35% | 0% | 9.4% | 5/13/2022 |
 Cloudflare (NET) | 0.32% | 0% | 25.14% | 3/15/2024 |
 DocuSign (DOCU) | 0.31% | 0% | 28.42% | 2/27/2023 |
 Sea (SE) | 0.3% | 0% | 46.94% | 11/20/2023 |
 Shockwave Medical Inc (SWAV) | 0.27% | 0% | 23.22% | 2/16/2024 |
 Unity (U) | 0.23% | 0% | 15.6% | 8/10/2022 |
 Zynga (ZNGA) | 0.2% | 0% | 10.19% | 5/24/2022 |
 Teladoc (TDOC) | 0.12% | 0% | 15.53% | 8/9/2022 |
 Veralto (VLTO) | 0.07% | 0% | 9.69% | 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% |