Portfolio Diversification
Range
Most Diversified
94 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
65.6 instruments
Most Consistent Holdings
Top 5
GOOG99.79%
META99.79%
MSFT99.79%
AMZN99.79%
TSLA99.79%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 7.21% | 5.95% | 99.79% | - |
| Alphabet (GOOG) | 6.05% | 6.68% | 99.79% | - |
 Apple (AAPL) | 4.6% | 0% | 94.61% | 9/29/2025 |
 NVIDIA (NVDA) | 4.55% | 6.06% | 99.79% | - |
| Meta (META) | 3.45% | 3.32% | 99.79% | - |
 Accenture (ACN) | 3.43% | 0% | 67.02% | 9/3/2024 |
| Amazon (AMZN) | 3.18% | 6.17% | 99.79% | - |
 Trade Desk (TTD) | 2.68% | 1.96% | 99.79% | - |
 Adobe (ADBE) | 2.4% | 0% | 70.07% | 10/17/2024 |
 Crowdstrike (CRWD) | 2.39% | 3.41% | 99.79% | - |
 Garmin (GRMN) | 2.21% | 1.63% | 93.55% | - |
 Synopsys (SNPS) | 2.2% | 0% | 90.21% | 7/29/2025 |
 Netflix (NFLX) | 2.19% | 2.64% | 99.79% | - |
 Lam Research (LRCX) | 2.17% | 0% | 91.35% | 8/14/2025 |
 AMD (AMD) | 2.12% | 2.63% | 99.79% | - |
 Salesforce (CRM) | 2.01% | 0% | 78.79% | 2/18/2025 |
 Lululemon (LULU) | 1.99% | 0.85% | 99.79% | - |
 Fidelity MSCI Information Technology Index ETF (FTEC) | 1.9% | 4.82% | 29.72% | - |
 Intuit (INTU) | 1.83% | 0% | 78.51% | 2/14/2025 |
 MercadoLibre (MELI) | 1.52% | 0% | 98.72% | 11/28/2025 |
 Shopify (SHOP) | 1.47% | 1.43% | 99.79% | - |
 Tractor Supply (TSCO) | 1.47% | 0% | 52.41% | 2/8/2024 |
| Tesla (TSLA) | 1.46% | 3.67% | 99.79% | - |
 IDEXX (IDXX) | 1.32% | 0% | 97.23% | 11/6/2025 |
 Old Dominion (ODFL) | 1.22% | 0% | 51.7% | 1/29/2024 |
 Tencent (0700.HK) | 1.22% | 1.37% | 99.79% | - |
 Autodesk (ADSK) | 1.04% | 0.93% | 99.79% | - |
 Alibaba (BABA) | 1.02% | 1.15% | 99.79% | - |
 Zscaler (ZS) | 1.01% | 1.12% | 99.79% | - |
 PayPal (PYPL) | 0.99% | 0.95% | 99.79% | - |
 Sea (SE) | 0.92% | 1.16% | 99.79% | - |
 ASML (ASML) | 0.92% | 3.1% | 36.31% | - |
 Atlassian (TEAM) | 0.9% | 0.62% | 99.79% | - |
 SPDR Gold (GLD) | 0.87% | 8.53% | 11.56% | - |
 Zebra (ZBRA) | 0.78% | 0.48% | 99.79% | - |
 Airbnb (ABNB) | 0.78% | 0.84% | 99.79% | - |
 Cloudflare (NET) | 0.72% | 1.44% | 99.79% | - |
 DexCom (DXCM) | 0.7% | 0.33% | 99.79% | - |
 Paycom (PAYC) | 0.6% | 0.26% | 99.79% | - |
 Snowflake (SNOW) | 0.51% | 0.46% | 99.72% | - |
 ServiceNow (NOW) | 0.51% | 0% | 48.44% | 12/14/2023 |
 Adyen (ADYEN.NV) | 0.49% | 0.55% | 85.11% | - |
 SolarEdge (SEDG) | 0.49% | 0% | 60.99% | 6/10/2024 |
 PDD Holdings (PDD) | 0.48% | 0.54% | 99.79% | - |
 Mastercard (MA) | 0.45% | 0% | 48.44% | 12/14/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.44% | 0% | 44.26% | 10/16/2023 |
 Match Group (MTCH) | 0.43% | 0.21% | 99.79% | - |
 Block Inc. (XYZ) | 0.43% | 0.26% | 99.79% | - |
 Wix (WIX) | 0.42% | 0.26% | 99.79% | - |
 HubSpot (HUBS) | 0.42% | 0% | 56.31% | 4/4/2024 |
 Etsy (ETSY) | 0.42% | 0.39% | 83.76% | - |
 Pinterest (PINS) | 0.4% | 0.25% | 99.72% | - |
 Unity (U) | 0.38% | 0.34% | 99.79% | - |
 Illumina (ILMN) | 0.38% | 0% | 78.51% | 2/14/2025 |
 Okta (OKTA) | 0.36% | 0.25% | 99.79% | - |
 SPDR Gold MiniShares Trust (GLDM) | 0.35% | 5.63% | 8.94% | - |
 iShares Gold Trust (IAU) | 0.35% | 4.91% | 9.01% | - |
 Fortinet (FTNT) | 0.32% | 0% | 43.4% | 1/29/2024 |
 Vestas (VWS.CO) | 0.31% | 0% | 78.51% | 2/14/2025 |
 Zoom (ZM) | 0.3% | 0.23% | 99.79% | - |
 Invesco QQQ (QQQ) | 0.29% | 3.51% | 8.44% | - |
 Bitcoin (BTC) | 0.27% | 2.63% | 12.34% | - |
 Roblox (RBLX) | 0.26% | 0% | 86.81% | 6/11/2025 |
 Baidu (BIDU) | 0.25% | 0.19% | 99.79% | - |
 Twilio (TWLO) | 0.24% | 0.27% | 99.79% | - |
 DocuSign (DOCU) | 0.24% | 0.18% | 99.79% | - |
 Corsair (CRSR) | 0.18% | 0.06% | 99.79% | - |
 UiPath (PATH) | 0.17% | 0.12% | 99.79% | - |
 Coherent (COHR) | 0.16% | 0% | 37.73% | 2/8/2024 |
 Playtika (PLTK) | 0.15% | 0.05% | 99.79% | - |
 Upstart (UPST) | 0.14% | 0% | 61.21% | 6/13/2024 |
 Scotts (SMG) | 0.13% | 0% | 78.79% | 2/18/2025 |
 Zendesk (ZEN.US) | 0.13% | 0% | 21.99% | 11/21/2022 |
 Zynga (ZNGA) | 0.13% | 0% | 10.14% | 5/24/2022 |
 Alteryx Inc. (AYX) | 0.13% | 0% | 55.32% | 3/21/2024 |
 Fiverr (FVRR) | 0.12% | 0% | 61.21% | 6/13/2024 |
 Bumble (BMBL) | 0.09% | 0% | 59.79% | 5/23/2024 |
 Roku (ROKU) | 0.09% | 0% | 61.21% | 6/13/2024 |
 Farfetch (FTCHQ) | 0.08% | 0% | 48.94% | 12/21/2023 |
 Asana (ASAN) | 0.06% | 0% | 60.99% | 6/10/2024 |
 Sumo Logic Inc. (SUMO) | 0.06% | 0% | 33.69% | 5/16/2023 |
 Hello Group (MOMO) | 0.04% | 0% | 4.61% | 3/7/2022 |
 Niu (NIU) | 0.04% | 0% | 52.84% | 2/14/2024 |
 Splunk Inc (SPLK) | 0.04% | 0% | 6.6% | 4/4/2022 |
 LendingTree (TREE) | 0.03% | 0% | 52.84% | 2/14/2024 |
 Teladoc (TDOC) | 0.02% | 0% | 6.24% | 3/30/2022 |
 Skillz (SKLZ) | 0.02% | 0% | 52.84% | 2/14/2024 |
 Canopy Growth (CGC) | 0.02% | 0% | 4.61% | 3/7/2022 |
 Intellia (NTLA) | 0.02% | 0% | 4.4% | 3/3/2022 |
 Ethereum (ETH) | 0.02% | 0% | 4.4% | 3/3/2022 |
 Gilead Sciences (GILD) | 0.02% | 0% | 4.4% | 3/3/2022 |
 Plug Power (PLUG) | 0.01% | 0% | 6.6% | 4/4/2022 |
 Lemonade (LMND) | 0.01% | 0% | 5.89% | 3/25/2022 |
 Sunrun (RUN) | 0.01% | 0% | 6.6% | 4/4/2022 |
 Xinyi Solar (0968.HK) | 0.01% | 0% | 4.68% | 3/8/2022 |
 Nikola (NKLAQ) | 0.01% | 0% | 4.89% | 3/11/2022 |
 DraftKings (DKNG) | 0.01% | 0% | 5.89% | 3/25/2022 |
 Nio (NIO) | 0.01% | 0% | 5.89% | 3/25/2022 |
 Peloton (PTON) | 0.01% | 0% | 6.24% | 3/30/2022 |
 Ballard Power (BLDP) | 0.01% | 0% | 4.89% | 3/11/2022 |
 ElectraMeccanica Vehicles Corp (SOLO) | 0.01% | 0% | 4.89% | 3/11/2022 |
 Beyond Meat (BYND) | 0.01% | 0% | 5.89% | 3/25/2022 |
 Invitae Corp (NVTAQ) | 0.01% | 0% | 4.61% | 3/7/2022 |
 Cellectis SA (CLLS) | 0.01% | 0% | 4.61% | 3/7/2022 |
 Meituan (03690.HK) | 0% | 0% | 9.5% | 8/11/2023 |
 Virgin Galactic (SPCE) | 0% | 0% | 4.61% | 3/7/2022 |
 Grail Inc (GRAL) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.71% | 9.07% |
| Microsoft (MSFT) | 6.12% | 6.97% |
| Alphabet (GOOG) | 5.16% | 6.17% |
| Meta (META) | 4.2% | 5.78% |
| Trade Desk (TTD) | 4.36% | 5.51% |
| Fidelity MSCI Information Technology Index ETF (FTEC) | 4.82% | 4.8% |
| Amazon (AMZN) | 3.57% | 4.74% |
| Garmin (GRMN) | 3.17% | 4.65% |
| Synopsys (SNPS) | 4.25% | 4.09% |
| Apple (AAPL) | 2.86% | 3.87% |
| Crowdstrike (CRWD) | 2.78% | 3.81% |
| Salesforce (CRM) | 2.78% | 3.56% |
| Lam Research (LRCX) | 3.17% | 2.93% |
| Netflix (NFLX) | 1.59% | 2.87% |
| ASML (ASML) | 3.17% | 2.31% |
| Intuit (INTU) | 2% | 2.25% |
| Shopify (SHOP) | 1.59% | 1.85% |
| Lululemon (LULU) | 1.98% | 1.84% |
| AMD (AMD) | 1.77% | 1.75% |
| Tesla (TSLA) | 1.59% | 1.69% |
| MercadoLibre (MELI) | 1.7% | 1.68% |
| PayPal (PYPL) | 2.39% | 1.53% |
| Tencent (0700.HK) | 1.59% | 1.09% |
| Atlassian (TEAM) | 1.19% | 1.08% |
| Autodesk (ADSK) | 1.19% | 1.07% |
| Airbnb (ABNB) | 1.19% | 0.99% |
| Zscaler (ZS) | 1.19% | 0.99% |
| IDEXX (IDXX) | 1.59% | 0.96% |
| Cloudflare (NET) | 0.79% | 0.89% |
| Sea (SE) | 1.59% | 0.83% |
| Zebra (ZBRA) | 1.19% | 0.79% |
| Alibaba (BABA) | 2.38% | 0.72% |
| Adyen (ADYEN.NV) | 0.79% | 0.7% |
| Wix (WIX) | 0.79% | 0.63% |
| PDD Holdings (PDD) | 0.79% | 0.54% |
| DexCom (DXCM) | 0.79% | 0.45% |
| Etsy (ETSY) | 0.79% | 0.45% |
| Block Inc. (XYZ) | 1.19% | 0.4% |
| Snowflake (SNOW) | 0.79% | 0.38% |
| Paycom (PAYC) | 0.79% | 0.37% |
| Roblox (RBLX) | 0.4% | 0.32% |
| Pinterest (PINS) | 0.79% | 0.32% |
| DocuSign (DOCU) | 0.79% | 0.26% |
| Zoom (ZM) | 1.19% | 0.25% |
| Okta (OKTA) | 0.79% | 0.25% |
| Twilio (TWLO) | 0.79% | 0.25% |
| Match Group (MTCH) | 1.19% | 0.25% |
| Vestas (VWS.CO) | 0.48% | 0.21% |
| Unity (U) | 0.79% | 0.19% |
| Baidu (BIDU) | 0.4% | 0.15% |
| Illumina (ILMN) | 0.46% | 0.12% |
| Scotts (SMG) | 0.4% | 0.11% |
| UiPath (PATH) | 0.4% | 0.1% |
| Playtika (PLTK) | 0.4% | 0.09% |
| Corsair (CRSR) | 0.4% | 0.07% |