Portfolio Diversification
Range
Most Diversified
64 instruments
January 26, 2023
Least Diversified
0 instruments
February 2, 2025
Average
54 instruments
Most Consistent Holdings
Top 5
KO99.62%
BRK.B99.62%
MTCH99.62%
NTLA99.62%
NIO99.62%
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) | 3.64% | 2.52% | 85.3% | - |
 PayPal (PYPL) | 3.56% | 3.12% | 94.34% | - |
 Nike (NKE) | 3.16% | 4.04% | 74.18% | - |
| Berkshire Hathaway (BRK.B) | 3.08% | 3.79% | 99.62% | - |
 Viridian Therapeutics (VRDN) | 2.73% | 5.04% | 86.33% | - |
 Pfizer (PFE) | 2.64% | 3.34% | 67.67% | - |
 Pagseguro (PAGS) | 2.55% | 6.66% | 50.52% | - |
 Ulta (ULTA) | 2.55% | 6.49% | 51.37% | - |
 Altice USA (OPTU) | 2.39% | 1.98% | 86.62% | - |
 Chesapeake (EXE) | 2.05% | 2.57% | 94.63% | - |
 Daqo New Energy (DQ) | 2.04% | 5.3% | 52.5% | - |
 Inmode (INMD) | 2% | 2.17% | 66.26% | - |
 Celsius (CELH) | 1.93% | 2.75% | 38.83% | - |
 Baidu (BIDU) | 1.92% | 2.97% | 96.7% | - |
 Gossamer Bio (GOSS) | 1.82% | 0% | 90.86% | 9/26/2025 |
 Ambev (ABEV) | 1.8% | 1.58% | 97.08% | - |
| Intellia (NTLA) | 1.75% | 0.92% | 99.62% | - |
 CVS Health (CVS) | 1.62% | 1.81% | 85.67% | - |
 Arvinas (ARVN) | 1.59% | 1% | 96.7% | - |
 Alibaba (BABA) | 1.48% | 0% | 91.52% | 9/9/2025 |
 iRobot (IRBT) | 1.48% | 1.18% | 61.73% | - |
 Under Armour (UAA) | 1.45% | 0% | 45.62% | 10/17/2024 |
 UiPath (PATH) | 1.42% | 1.46% | 99.62% | - |
 IHS (IHS) | 1.35% | 1.68% | 99.62% | - |
 Warner Bros Discovery (WBD) | 1.34% | 0% | 93.03% | 9/25/2025 |
 Advance Auto Parts (AAP) | 1.34% | 1.28% | 84.35% | - |
| Coca-Cola (KO) | 1.3% | 1.36% | 99.62% | - |
 Johnson & Johnson (JNJ) | 1.3% | 0% | 73.04% | 2/25/2025 |
 Guardant Health (GH) | 1.3% | 0% | 69.93% | 1/22/2025 |
 RingCentral (RNG) | 1.3% | 1.05% | 99.62% | - |
 COMPASS (CMPS) | 1.28% | 0.96% | 98.49% | - |
 Cassava Sciences (SAVA) | 1.27% | 0.44% | 65.6% | - |
 Disney (DIS) | 1.26% | 0% | 47.13% | 5/23/2024 |
 SPDR S&P 500 ETF (SPY) | 1.2% | 0% | 31.29% | 12/6/2023 |
 Plug Power (PLUG) | 1.18% | 0.92% | 99.62% | - |
| Nio (NIO) | 1.15% | 0.82% | 99.62% | - |
| Match Group (MTCH) | 1.14% | 1.02% | 99.62% | - |
 Winnebago (WGO) | 1.11% | 6.23% | 29.69% | - |
 Alaska Air (ALK) | 1.04% | 0% | 51.56% | 11/15/2024 |
 Enphase (ENPH) | 0.95% | 0.33% | 85.67% | - |
 Array Technologies (ARRY) | 0.93% | 2.81% | 32.8% | - |
 Twilio (TWLO) | 0.92% | 0% | 62.49% | 11/4/2024 |
 Global Payments (GPN) | 0.91% | 0% | 45.05% | 5/1/2024 |
 uniQure (QURE) | 0.91% | 0% | 90.1% | 9/25/2025 |
 Allogene (ALLO) | 0.86% | 0.43% | 89.07% | - |
 Amadeus Fire (AAD.DE) | 0.81% | 1.37% | 29.59% | - |
 3M (MMM) | 0.78% | 0% | 31.2% | 1/22/2025 |
 Applied Digital (APLD) | 0.72% | 0% | 28.75% | 12/19/2024 |
 Moderna (MRNA) | 0.7% | 0% | 40.62% | 5/24/2024 |
 Amazon (AMZN) | 0.7% | 0% | 19.13% | 7/26/2023 |
 Medifast (MED.US) | 0.68% | 0.22% | 83.69% | - |
 Five9 (FIVN) | 0.66% | 1.09% | 36.1% | - |
 Block Inc. (XYZ) | 0.66% | 0% | 40.43% | 3/13/2024 |
 Alphabet (GOOG) | 0.65% | 0% | 34.31% | 1/29/2024 |
 Li Auto (LI) | 0.64% | 0% | 24.79% | 9/27/2023 |
 Bristol-Myers Squibb (BMY) | 0.62% | 0% | 31.95% | 11/12/2024 |
 ZoomInfo (GTM) | 0.61% | 0.35% | 99.62% | - |
 Wolfspeed (WOLF.old) | 0.6% | 0% | 34.5% | 9/30/2025 |
 Crocs (CROX) | 0.6% | 3.43% | 26.39% | - |
 Sunnova (NOVAQ) | 0.59% | 0% | 69.09% | 8/19/2025 |
 Novavax (NVAX) | 0.58% | 0% | 47.22% | 6/6/2024 |
 EPAM (EPAM) | 0.57% | 1.46% | 37.32% | - |
 ChargePoint (CHPT) | 0.54% | 0.1% | 92.27% | - |
 Fate Therapeutics (FATE) | 0.54% | 0% | 35.25% | 2/2/2024 |
 XP (XP) | 0.52% | 0% | 24.79% | 9/27/2023 |
 YETI (YETI) | 0.52% | 0% | 32.42% | 12/18/2023 |
 Rent the Runway (RENT) | 0.5% | 0.11% | 99.53% | - |
 REE Automotive (REE.US) | 0.49% | 0.06% | 99.62% | - |
 Lyft (LYFT) | 0.46% | 0% | 37.98% | 2/15/2024 |
 Sarepta (SRPT) | 0.44% | 0% | 18.76% | 2/14/2024 |
 TuSimple (TSPH) | 0.42% | 0.32% | 99.62% | - |
 Starbucks (SBUX) | 0.41% | 0% | 27.05% | 1/29/2025 |
 Rivian (RIVN) | 0.36% | 0% | 19.23% | 8/22/2023 |
 Microsoft (MSFT) | 0.34% | 0% | 13.85% | 5/31/2023 |
 Cytokinetics (CYTK) | 0.32% | 0% | 17.34% | 12/27/2023 |
 Rocket Lab (RKLB) | 0.32% | 3.98% | 6.6% | - |
 Uber (UBER) | 0.32% | 0% | 14.51% | 6/7/2023 |
 Tesla (TSLA) | 0.32% | 0% | 14.99% | 6/12/2023 |
 Apple (AAPL) | 0.29% | 0% | 13.85% | 5/31/2023 |
 AppLovin (APP) | 0.27% | 0% | 13.1% | 5/23/2023 |
 DISH Network Corp (DISH) | 0.26% | 0% | 15.27% | 1/3/2024 |
 MongoDB (MDB) | 0.26% | 0% | 13.2% | 5/24/2023 |
 ArcBest (ARCB) | 0.25% | 0% | 19.23% | 7/27/2023 |
 BRF (BRFS) | 0.24% | 0% | 13.57% | 6/28/2023 |
 On (ONON) | 0.24% | 3.93% | 7.82% | - |
 Farfetch (FTCHQ) | 0.24% | 0% | 35.34% | 1/31/2024 |
 Olema (OLMA) | 0.21% | 0% | 57.49% | 11/25/2025 |
 Marvell (MRVL) | 0.21% | 0% | 10.84% | 5/31/2023 |
 Opendoor (OPEN) | 0.2% | 0% | 17.91% | 7/13/2023 |
 Crowdstrike (CRWD) | 0.2% | 0% | 8.01% | 4/25/2023 |
 Ferrari (RACE) | 0.19% | 3.1% | 6.6% | - |
 Snapchat (SNAP) | 0.18% | 0% | 31.76% | 12/11/2023 |
 Sea (SE) | 0.17% | 0% | 8.48% | 3/6/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.14% | 0% | 6.6% | 3/14/2023 |
 Protagonist (PTGX) | 0.13% | 0% | 6.88% | 3/17/2023 |
 Datadog (DDOG) | 0.12% | 0% | 7.35% | 6/21/2023 |
 Varonis (VRNS) | 0.12% | 0% | 19.79% | 8/2/2023 |
 Splunk Inc (SPLK) | 0.11% | 0% | 5% | 2/24/2023 |
 Workday (WDAY) | 0.11% | 0% | 8.2% | 3/31/2023 |
 Fortinet (FTNT) | 0.1% | 0% | 5% | 2/24/2023 |
 Shake Shack (SHAK) | 0.1% | 0% | 12.44% | 5/31/2024 |
 iShares MSCI Germany ETF (EWG) | 0.09% | 0% | 2.45% | 1/27/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.08% | 0% | 31.29% | 12/6/2023 |
 8x8 (EGHT) | 0.07% | 0% | 16.21% | 2/2/2024 |
 Spotify (SPOT) | 0.07% | 0% | 35.34% | 1/18/2024 |
 Okta (OKTA) | 0.07% | 0% | 3.02% | 2/3/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.06% | 0% | 1.13% | 1/13/2023 |
 XPO Logistics (XPO) | 0.05% | 0% | 2.54% | 2/9/2023 |
 Solventum (SOLV) | 0.05% | 0% | 15.08% | 9/10/2024 |
 Tronox (TROX) | 0.05% | 0% | 2.26% | 1/25/2023 |
 Meta (META) | 0.05% | 0% | 2.92% | 2/2/2023 |
| 0.05% | 0% | 3.3% | 2/6/2023 | |
 Peloton (PTON) | 0.05% | 0% | 2.07% | 6/21/2023 |
 Netflix (NFLX) | 0.04% | 0% | 15.08% | 6/13/2023 |
 Deutsche Bank (DB) | 0.03% | 0% | 2.36% | 1/26/2023 |
 Carvana (CVNA) | 0.03% | 0% | 2.92% | 2/2/2023 |
 QUALTRICS INTERNATIONAL-CL A (XM) | 0.02% | 0% | 2.83% | 2/1/2023 |
 Capri (CPRI) | 0.02% | 0% | 0.75% | 1/9/2023 |
 Ally (ALLY) | 0.01% | 0% | 2.83% | 2/1/2023 |
 Wolfspeed Inc (WOLF) | 0% | 0.06% | 6.13% | - |
 WOLF Reclass ESCROW.CVR (WOLF ESCROW.CVR) | 0% | 0% | 0% | - |
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 (OPTU) | 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.old) | 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% |