Portfolio Diversification
Range
Most Diversified
38 instruments
August 2, 2025
Least Diversified
19 instruments
January 2, 2023
Average
27.2 instruments
Most Consistent Holdings
Top 5
LAZR100%
UBER95.67%
OKTA93.91%
MSFT86.89%
SNOW84.21%
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 |
|---|---|---|---|---|
| Uber (UBER) | 6.01% | 5.29% | 95.67% | - |
| Microsoft (MSFT) | 5.51% | 5.6% | 86.89% | - |
 Alphabet (GOOG) | 4.44% | 6.9% | 65.74% | - |
 Shopify (SHOP) | 4.25% | 5.34% | 78.22% | - |
 Carnival (CCL) | 4.22% | 4.84% | 81.22% | - |
 Medical Properties Trust (MPW) | 4.2% | 0% | 57.28% | 7/18/2024 |
| Okta (OKTA) | 4.15% | 2.5% | 93.91% | - |
 DraftKings (DKNG) | 3.71% | 5.38% | 78.95% | - |
 Crowdstrike (CRWD) | 3.15% | 0% | 78.33% | 5/27/2025 |
| Snowflake (SNOW) | 3.04% | 3.02% | 84.21% | - |
 TSMC (TSM) | 2.97% | 7.22% | 58.72% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 2.95% | 0% | 49.12% | 4/29/2024 |
 Starwood Property Trust (STWD) | 2.74% | 0% | 22.29% | 8/8/2023 |
 Coupang (CPNG) | 2.58% | 1.76% | 68.01% | - |
 Alibaba (BABA) | 2.27% | 0% | 68.83% | 11/8/2024 |
 Citi (C) | 2.15% | 0% | 43.76% | 3/8/2024 |
 Sunrun (RUN) | 2.06% | 0% | 46.44% | 4/15/2024 |
 Atlassian (TEAM) | 2.05% | 3.85% | 62.64% | - |
 ZIM (ZIM) | 2.02% | 0% | 43.14% | 3/1/2024 |
 Kinsale (KNSL) | 1.95% | 2.91% | 50.15% | - |
 AGNC (AGNC) | 1.95% | 0% | 58.82% | 8/2/2024 |
 SPDR S&P 500 ETF (SPY) | 1.7% | 0% | 20.33% | 7/20/2023 |
 Disney (DIS) | 1.47% | 0% | 37.77% | 2/20/2024 |
| Luminar (LAZR) | 1.45% | 0.04% | 100% | - |
 On (ONON) | 1.36% | 2.58% | 44.99% | - |
 Global X SuperDividend ETF (SDIV) | 1.29% | 0% | 57.17% | 7/17/2024 |
 Datadog (DDOG) | 1.24% | 0% | 33.33% | 7/12/2024 |
 PayPal (PYPL) | 1.19% | 0% | 47.16% | 3/13/2025 |
 Globus Medical (GMED) | 1.14% | 3.23% | 42.62% | - |
 Highwoods (HIW) | 1.12% | 0% | 58.82% | 8/2/2024 |
 Wingstop (WING) | 1.12% | 3.42% | 31.89% | - |
 Tesla (TSLA) | 1.07% | 0% | 40.35% | 8/5/2024 |
 Celsius (CELH) | 0.99% | 1.17% | 47.99% | - |
 Veralto (VLTO) | 0.85% | 1.39% | 43.34% | - |
 AMD (AMD) | 0.77% | 0% | 33.02% | 2/5/2025 |
 Trade Desk (TTD) | 0.72% | 1.89% | 20.33% | - |
 Emcor (EME) | 0.68% | 3.47% | 21.26% | - |
 Coinbase (COIN) | 0.63% | 0% | 42.11% | 2/20/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.56% | 0% | 37.15% | 1/3/2024 |
 Adobe (ADBE) | 0.52% | 2.94% | 24.66% | - |
 Digital Turbine (APPS) | 0.49% | 0% | 47.68% | 4/15/2024 |
 Meta (META) | 0.49% | 2.32% | 25.8% | - |
 TopBuild (BLD) | 0.47% | 3.08% | 21.47% | - |
 Coca-Cola (KO) | 0.46% | 1.43% | 24.25% | - |
 FedEx (FDX) | 0.44% | 0% | 18.06% | 6/28/2023 |
 Lululemon (LULU) | 0.43% | 0% | 23.01% | 9/5/2025 |
 EQT (EQT) | 0.4% | 0% | 16% | 12/27/2024 |
 Unity (U) | 0.39% | 1.4% | 36.84% | - |
 Novo-Nordisk (NVO) | 0.37% | 1.06% | 19.61% | - |
 Solana (SOL) | 0.33% | 1.71% | 20.54% | - |
 SoFi (SOFI) | 0.29% | 0% | 24.15% | 7/17/2024 |
 Devon Energy (DVN) | 0.29% | 0% | 22.29% | 8/7/2025 |
 Star Bulk (SBLK) | 0.29% | 0% | 5.47% | 2/24/2023 |
 Airbnb (ABNB) | 0.29% | 0% | 8.57% | 4/15/2024 |
 Micron (MU) | 0.28% | 0% | 24.05% | 4/18/2024 |
 AT&T (T) | 0.27% | 0% | 11.97% | 9/26/2023 |
 Visa (V) | 0.25% | 0% | 11.66% | 11/7/2023 |
 Nio (NIO) | 0.24% | 0% | 22.29% | 8/1/2024 |
 Palantir (PLTR) | 0.22% | 0% | 9.6% | 7/19/2023 |
 Doximity (DOCS) | 0.21% | 1.7% | 14.04% | - |
 Ethereum (ETH) | 0.2% | 1.7% | 15.48% | - |
 Verizon (VZ) | 0.18% | 0% | 6.3% | 9/26/2023 |
 Kyndryl (KD) | 0.17% | 1.36% | 17.23% | - |
 Arista (ANET) | 0.16% | 1.23% | 15.48% | - |
 AppLovin (APP) | 0.14% | 0% | 13.73% | 8/14/2025 |
 GE HealthCare (GEHC) | 0.13% | 0.76% | 15.48% | - |
 Qualcomm (QCOM) | 0.12% | 0% | 7.02% | 1/25/2024 |
 Grab (GRAB) | 0.12% | 0% | 10.11% | 8/2/2024 |
 Starbucks (SBUX) | 0.11% | 0% | 3.51% | 2/5/2024 |
 PepsiCo (PEP) | 0.11% | 1.45% | 7.33% | - |
 DocuSign (DOCU) | 0.1% | 0% | 5.16% | 3/16/2023 |
 UnitedHealth (UNH) | 0.09% | 1.32% | 7.33% | - |
 iShares MSCI Hong Kong ETF (EWH) | 0.08% | 0% | 2.27% | 1/23/2023 |
 Ford (F) | 0.06% | 0% | 3.2% | 6/30/2023 |
 MongoDB (MDB) | 0.06% | 0% | 2.37% | 1/3/2025 |
 MercadoLibre (MELI) | 0.05% | 0% | 3.2% | 2/3/2025 |
 Progressive (PGR) | 0.04% | 0.98% | 3.92% | - |
 Ferrari (RACE) | 0.04% | 1.1% | 3.72% | - |
 Paycom (PAYC) | 0.04% | 0% | 1.65% | 8/1/2024 |
 NVIDIA (NVDA) | 0.04% | 0% | 0.83% | 2/26/2024 |
 Salesforce (CRM) | 0.04% | 0% | 1.86% | 6/17/2024 |
 Howmet Aerospace (HWM) | 0.01% | 1.01% | 1.24% | - |
 British American Tobacco (BTI) | 0.01% | 0% | 0.52% | 7/17/2024 |
 Pure Storage (PSTG) | 0.01% | 0% | 1.03% | 8/7/2025 |
 Chewy (CHWY) | 0.01% | 0% | 1.55% | 7/17/2024 |
 Lockheed Martin (LMT) | 0% | 0% | 0.1% | 1/31/2024 |
 Johnson & Johnson (JNJ) | 0% | 0% | 0.1% | 7/18/2024 |
 Supermicro (SMCI) | 0% | 0% | 0.21% | 11/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 7.4% | 8.77% |
| Uber (UBER) | 9.1% | 8.29% |
| Microsoft (MSFT) | 7.39% | 7.71% |
| Carnival (CCL) | 5.69% | 7.6% |
| Shopify (SHOP) | 5.12% | 7.43% |
| TSMC (TSM) | 5.69% | 6.63% |
| Okta (OKTA) | 6.83% | 6.08% |
| DraftKings (DKNG) | 5.69% | 5.57% |
| Coupang (CPNG) | 4.55% | 5.14% |
| Kinsale (KNSL) | 4.55% | 4.58% |
| Atlassian (TEAM) | 3.41% | 4.18% |
| Globus Medical (GMED) | 3.41% | 3.31% |
| Snowflake (SNOW) | 3.41% | 3.23% |
| Crowdstrike (CRWD) | 2.28% | 2.84% |
| On (ONON) | 2.28% | 2.79% |
| PayPal (PYPL) | 2.28% | 2.75% |
| Celsius (CELH) | 5.69% | 2.73% |
| MongoDB (MDB) | 3.41% | 2.44% |
| Lululemon (LULU) | 1.71% | 2.22% |
| Veralto (VLTO) | 2.28% | 2.09% |
| Wingstop (WING) | 2.28% | 1.92% |
| Unity (U) | 1.14% | 1.12% |
| Luminar (LAZR) | 3.98% | 0.19% |