Portfolio Diversification
Range
Most Diversified
64 instruments
January 26, 2023
Least Diversified
0 instruments
February 2, 2025
Average
54.7 instruments
Most Consistent Holdings
Top 5
KO99.89%
BRK.B99.89%
BABA99.89%
MTCH99.89%
NTLA99.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Teleperformance (TEP.PA) | 3.74% | 4.28% | 83.46% | - |
 PayPal (PYPL) | 3.57% | 4.25% | 93.84% | - |
| Berkshire Hathaway (BRK.B) | 2.98% | 3.89% | 99.89% | - |
 Nike (NKE) | 2.96% | 5.22% | 70.7% | - |
 Viridian Therapeutics (VRDN) | 2.61% | 3.14% | 84.76% | - |
 Pfizer (PFE) | 2.55% | 3.61% | 63.24% | - |
 Altice USA (ATUS) | 2.36% | 3.45% | 84.97% | - |
 Ulta (ULTA) | 2.06% | 6.08% | 44.54% | - |
 Chesapeake (EXE) | 2.03% | 2.29% | 94.16% | - |
 Pagseguro (PAGS) | 1.98% | 6.16% | 43.57% | - |
 Inmode (INMD) | 1.96% | 2.49% | 61.73% | - |
 Ambev (ABEV) | 1.84% | 1.73% | 97.19% | - |
 Baidu (BIDU) | 1.84% | 1.89% | 96.54% | - |
 Gossamer Bio (GOSS) | 1.81% | 3.58% | 97.3% | - |
| Intellia (NTLA) | 1.8% | 1.51% | 99.89% | - |
 Arvinas (ARVN) | 1.72% | 0.68% | 96.54% | - |
 Under Armour (UAA) | 1.66% | 0% | 52.32% | 10/17/2024 |
 Daqo New Energy (DQ) | 1.64% | 4.36% | 45.84% | - |
| Alibaba (BABA) | 1.63% | 1.29% | 99.89% | - |
 Celsius (CELH) | 1.59% | 7.39% | 30.16% | - |
 CVS Health (CVS) | 1.58% | 1.64% | 83.89% | - |
 iRobot (IRBT) | 1.53% | 1.87% | 56.43% | - |
 Johnson & Johnson (JNJ) | 1.49% | 0% | 83.78% | 2/25/2025 |
 Guardant Health (GH) | 1.49% | 0% | 80.22% | 1/22/2025 |
 UiPath (PATH) | 1.48% | 1.09% | 99.89% | - |
 Disney (DIS) | 1.44% | 0% | 54.05% | 5/23/2024 |
 Warner Bros Discovery (WBD) | 1.42% | 1.67% | 99.89% | - |
 Cassava Sciences (SAVA) | 1.4% | 0.42% | 60.86% | - |
 SPDR S&P 500 ETF (SPY) | 1.38% | 0% | 35.89% | 12/6/2023 |
 COMPASS (CMPS) | 1.34% | 0.84% | 98.59% | - |
 RingCentral (RNG) | 1.33% | 1.09% | 99.89% | - |
 Advance Auto Parts (AAP) | 1.32% | 1.81% | 82.49% | - |
 IHS (IHS) | 1.31% | 1.52% | 99.89% | - |
| Coca-Cola (KO) | 1.29% | 1.49% | 99.89% | - |
 Plug Power (PLUG) | 1.22% | 0.84% | 99.89% | - |
 Alaska Air (ALK) | 1.19% | 0% | 59.14% | 11/15/2024 |
 Nio (NIO) | 1.17% | 0.88% | 99.89% | - |
| Match Group (MTCH) | 1.15% | 1.11% | 99.89% | - |
 Twilio (TWLO) | 1.05% | 0% | 71.68% | 11/4/2024 |
 Global Payments (GPN) | 1.05% | 0% | 51.68% | 5/1/2024 |
 Enphase (ENPH) | 1.03% | 0.43% | 83.89% | - |
 uniQure (QURE) | 0.95% | 1.33% | 96.54% | - |
 Allogene (ALLO) | 0.94% | 0.56% | 87.78% | - |
 3M (MMM) | 0.89% | 0% | 35.78% | 1/22/2025 |
 Applied Digital (APLD) | 0.83% | 0% | 32.97% | 12/19/2024 |
 Moderna (MRNA) | 0.81% | 0% | 46.59% | 5/24/2024 |
 Amazon (AMZN) | 0.8% | 0% | 21.95% | 7/26/2023 |
 Block Inc. (XYZ) | 0.76% | 0% | 46.38% | 3/13/2024 |
 Alphabet (GOOG) | 0.74% | 0% | 39.35% | 1/29/2024 |
 Medifast (MED.US) | 0.74% | 0.35% | 81.73% | - |
 Li Auto (LI) | 0.73% | 0% | 28.43% | 9/27/2023 |
 Bristol-Myers Squibb (BMY) | 0.71% | 0% | 36.65% | 11/12/2024 |
 Sunnova (NOVAQ) | 0.67% | 0.03% | 76.43% | - |
 Novavax (NVAX) | 0.67% | 0% | 54.16% | 6/6/2024 |
 Wolfspeed (WOLF) | 0.65% | 0.57% | 32.22% | - |
 Amadeus Fire (AAD.DE) | 0.65% | 2.99% | 19.57% | - |
 ZoomInfo (GTM) | 0.65% | 0.43% | 99.89% | - |
 Array Technologies (ARRY) | 0.64% | 2.73% | 23.35% | - |
 Fate Therapeutics (FATE) | 0.61% | 0% | 40.43% | 2/2/2024 |
 ChargePoint (CHPT) | 0.6% | 0.14% | 91.68% | - |
 XP (XP) | 0.6% | 0% | 28.43% | 9/27/2023 |
 YETI (YETI) | 0.59% | 0% | 37.19% | 12/18/2023 |
 Five9 (FIVN) | 0.57% | 1.71% | 27.24% | - |
 REE Automotive (REE.US) | 0.56% | 0.06% | 99.89% | - |
 Rent the Runway (RENT) | 0.56% | 0.14% | 99.78% | - |
 Lyft (LYFT) | 0.53% | 0% | 43.57% | 2/15/2024 |
 EPAM (EPAM) | 0.5% | 0% | 30.7% | 4/12/2024 |
 Sarepta (SRPT) | 0.5% | 0% | 21.51% | 2/14/2024 |
 Winnebago (WGO) | 0.49% | 2.07% | 19.68% | - |
 Starbucks (SBUX) | 0.47% | 0% | 31.03% | 1/29/2025 |
 TuSimple (TSPH) | 0.45% | 0.15% | 99.89% | - |
 Rivian (RIVN) | 0.41% | 0% | 22.05% | 8/22/2023 |
 Microsoft (MSFT) | 0.39% | 0% | 15.89% | 5/31/2023 |
 Cytokinetics (CYTK) | 0.37% | 0% | 19.89% | 12/27/2023 |
 Uber (UBER) | 0.36% | 0% | 16.65% | 6/7/2023 |
 Tesla (TSLA) | 0.36% | 0% | 17.19% | 6/12/2023 |
 Crocs (CROX) | 0.34% | 2.01% | 16% | - |
 Apple (AAPL) | 0.34% | 0% | 15.89% | 5/31/2023 |
 AppLovin (APP) | 0.3% | 0% | 15.03% | 5/23/2023 |
 DISH Network Corp (DISH) | 0.3% | 0% | 17.51% | 1/3/2024 |
 MongoDB (MDB) | 0.29% | 0% | 15.14% | 5/24/2023 |
 ArcBest (ARCB) | 0.29% | 0% | 22.05% | 7/27/2023 |
 BRF (BRFS) | 0.28% | 0% | 15.57% | 6/28/2023 |
 Farfetch (FTCHQ) | 0.27% | 0% | 40.54% | 1/31/2024 |
 Marvell (MRVL) | 0.24% | 0% | 12.43% | 5/31/2023 |
 Opendoor (OPEN) | 0.23% | 0% | 20.54% | 7/13/2023 |
 Crowdstrike (CRWD) | 0.23% | 0% | 9.19% | 4/25/2023 |
 Snapchat (SNAP) | 0.2% | 0% | 36.43% | 12/11/2023 |
 Olema (OLMA) | 0.2% | 0.2% | 52.86% | - |
 Sea (SE) | 0.2% | 0% | 9.73% | 3/6/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.16% | 0% | 7.57% | 3/14/2023 |
 Protagonist (PTGX) | 0.15% | 0% | 7.89% | 3/17/2023 |
 Datadog (DDOG) | 0.14% | 0% | 8.43% | 6/21/2023 |
 Varonis (VRNS) | 0.14% | 0% | 22.7% | 8/2/2023 |
 Splunk Inc (SPLK) | 0.12% | 0% | 5.73% | 2/24/2023 |
 Workday (WDAY) | 0.12% | 0% | 9.41% | 3/31/2023 |
 Fortinet (FTNT) | 0.12% | 0% | 5.73% | 2/24/2023 |
 Shake Shack (SHAK) | 0.12% | 0% | 14.27% | 5/31/2024 |
 iShares MSCI Germany ETF (EWG) | 0.1% | 0% | 2.81% | 1/27/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.09% | 0% | 35.89% | 12/6/2023 |
 8x8 (EGHT) | 0.08% | 0% | 18.59% | 2/2/2024 |
 Spotify (SPOT) | 0.08% | 0% | 40.54% | 1/18/2024 |
 Okta (OKTA) | 0.08% | 0% | 3.46% | 2/3/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.07% | 0% | 1.3% | 1/13/2023 |
 XPO Logistics (XPO) | 0.06% | 0% | 2.92% | 2/9/2023 |
 Solventum (SOLV) | 0.06% | 0% | 17.3% | 9/10/2024 |
 Tronox (TROX) | 0.06% | 0% | 2.59% | 1/25/2023 |
 Meta (META) | 0.05% | 0% | 3.35% | 2/2/2023 |
| 0.05% | 0% | 3.78% | 2/6/2023 | |
 Peloton (PTON) | 0.05% | 0% | 2.38% | 6/21/2023 |
 Netflix (NFLX) | 0.05% | 0% | 17.3% | 6/13/2023 |
 Deutsche Bank (DB) | 0.03% | 0% | 2.7% | 1/26/2023 |
 Carvana (CVNA) | 0.03% | 0% | 3.35% | 2/2/2023 |
 QUALTRICS INTERNATIONAL-CL A (XM) | 0.03% | 0% | 3.24% | 2/1/2023 |
 Capri (CPRI) | 0.02% | 0% | 0.86% | 1/9/2023 |
 Ally (ALLY) | 0.01% | 0% | 3.24% | 2/1/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Ulta (ULTA) | 3.34% | 5.65% |
| Nike (NKE) | 4.39% | 5.58% |
| PayPal (PYPL) | 2.8% | 5.14% |
| Teleperformance (TEP.PA) | 4.19% | 4.61% |
| Pfizer (PFE) | 2.8% | 4.1% |
| Daqo New Energy (DQ) | 2.8% | 3.97% |
| Berkshire Hathaway (BRK.B) | 1.9% | 3.84% |
| Viridian Therapeutics (VRDN) | 2.92% | 3.63% |
| Celsius (CELH) | 2.8% | 3.35% |
| Pagseguro (PAGS) | 2.85% | 3.27% |
| Altice USA (ATUS) | 2.8% | 3.1% |
| Inmode (INMD) | 2.8% | 3.02% |
| iRobot (IRBT) | 3.22% | 3% |
| 3M (MMM) | 1.38% | 2.89% |
| Guardant Health (GH) | 2.38% | 2.67% |
| Five9 (FIVN) | 1.67% | 2.59% |
| Array Technologies (ARRY) | 1.58% | 2.58% |
| Chesapeake (EXE) | 1.4% | 2.5% |
| Wolfspeed (WOLF) | 2.32% | 2.43% |
| Gossamer Bio (GOSS) | 2.6% | 1.85% |
| Baidu (BIDU) | 1.99% | 1.85% |
| Johnson & Johnson (JNJ) | 1.4% | 1.85% |
| Arvinas (ARVN) | 2.8% | 1.8% |
| Alibaba (BABA) | 1.48% | 1.73% |
| Starbucks (SBUX) | 1.04% | 1.7% |
| uniQure (QURE) | 1.4% | 1.66% |
| RingCentral (RNG) | 1.4% | 1.49% |
| Warner Bros Discovery (WBD) | 1.4% | 1.44% |
| Ambev (ABEV) | 1.4% | 1.43% |
| Advance Auto Parts (AAP) | 1.4% | 1.4% |
| Intellia (NTLA) | 2.83% | 1.35% |
| CVS Health (CVS) | 1.4% | 1.29% |
| UiPath (PATH) | 1.4% | 1.19% |
| Match Group (MTCH) | 1.5% | 1.16% |
| Plug Power (PLUG) | 2.54% | 1.08% |
| Enphase (ENPH) | 1.51% | 0.88% |
| Nio (NIO) | 1.4% | 0.85% |
| IHS (IHS) | 1.4% | 0.79% |
| Allogene (ALLO) | 1.4% | 0.78% |
| REE Automotive (REE.US) | 1.4% | 0.78% |
| COMPASS (CMPS) | 1.4% | 0.75% |
| Sunnova (NOVAQ) | 1.54% | 0.49% |
| ZoomInfo (GTM) | 1.4% | 0.44% |
| Medifast (MED.US) | 1.4% | 0.43% |
| Cassava Sciences (SAVA) | 2.66% | 0.4% |
| Coca-Cola (KO) | 0.25% | 0.34% |
| Olema (OLMA) | 0.35% | 0.27% |
| TuSimple (TSPH) | 1.4% | 0.24% |
| ChargePoint (CHPT) | 1.4% | 0.24% |
| Rent the Runway (RENT) | 1.4% | 0.22% |
| Farfetch (FTCHQ) | 1.4% | 0% |