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Portfolio Diversification
Range
Most Diversified
27 instruments
October 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20.1 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) | 15.45% | 20.36% | 99.73% | - |
 Shopify (SHOP) | 9.3% | 15.36% | 99.73% | - |
| Danaher (DHR) | 8.57% | 8.36% | 99.73% | - |
 Trade Desk (TTD) | 8.48% | 2.04% | 99.73% | - |
| Mastercard (MA) | 8.3% | 9.98% | 99.73% | - |
 MercadoLibre (MELI) | 5.68% | 5.4% | 99.73% | - |
 Synopsys (SNPS) | 4.47% | 3.18% | 99.73% | - |
| Netflix (NFLX) | 3.98% | 6.2% | 99.73% | - |
 Veeva (VEEV) | 3.76% | 3.06% | 99.73% | - |
| Apple (AAPL) | 3.27% | 3.72% | 99.73% | - |
 Intuit (INTU) | 3.18% | 2.78% | 99.73% | - |
 Ubiquiti (UI) | 2.91% | 0% | 50% | 2/22/2024 |
 Alphabet (GOOG) | 2.49% | 7.62% | 49.67% | - |
 Arista (ANET) | 2.16% | 4.59% | 71.91% | - |
 Microsoft (MSFT) | 2.04% | 3.65% | 49.73% | - |
 Novo Nordisk (NOVO-B.CO) | 1.31% | 1.01% | 55.91% | - |
 Intuitive Surgical (ISRG) | 1.28% | 0% | 50% | 2/22/2024 |
 Equinix (EQIX) | 1.28% | 2.18% | 63.01% | - |
 HubSpot (HUBS) | 1.24% | 0% | 32.93% | 5/8/2024 |
 Amazon (AMZN) | 0.99% | 0% | 50% | 2/22/2024 |
 Twilio (TWLO) | 0.89% | 0% | 49.6% | 2/16/2024 |
 Universal Display (OLED) | 0.78% | 0% | 43.76% | 11/20/2023 |
 Etsy (ETSY) | 0.6% | 0% | 49.6% | 2/16/2024 |
 Okta (OKTA) | 0.59% | 0% | 43.76% | 11/20/2023 |
 Crowdstrike (CRWD) | 0.57% | 0% | 26.16% | 3/15/2024 |
 Splunk Inc (SPLK) | 0.54% | 0% | 26.49% | 2/27/2023 |
 Palo Alto Networks (PANW) | 0.38% | 0% | 24.77% | 2/22/2024 |
 Zendesk (ZEN.US) | 0.32% | 0% | 8.76% | 5/13/2022 |
 Cloudflare (NET) | 0.29% | 0% | 23.44% | 3/15/2024 |
 DocuSign (DOCU) | 0.29% | 0% | 26.49% | 2/27/2023 |
 Sea (SE) | 0.28% | 0% | 43.76% | 11/20/2023 |
 Shockwave Medical Inc (SWAV) | 0.25% | 0% | 21.65% | 2/16/2024 |
 Unity (U) | 0.22% | 0% | 14.54% | 8/10/2022 |
 Zynga (ZNGA) | 0.18% | 0% | 9.5% | 5/24/2022 |
 Teladoc (TDOC) | 0.12% | 0% | 14.48% | 8/9/2022 |
 Veralto (VLTO) | 0.07% | 0% | 9.03% | 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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