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Portfolio Diversification
Range
Most Diversified
39 instruments
October 3, 2025
Least Diversified
0 instruments
November 12, 2025
Average
28.6 instruments
Most Consistent Holdings
Top 5
UBER95.95%
OKTA94.49%
LAZRQ91.73%
MSFT88.63%
SNOW86.39%
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) | 5.81% | 4.1% | 95.95% | - |
| Microsoft (MSFT) | 5.45% | 4.9% | 88.63% | - |
 Alphabet (GOOG) | 5.13% | 10.13% | 70.97% | - |
 Shopify (SHOP) | 4.42% | 6.3% | 81.4% | - |
 Carnival (CCL) | 4.25% | 4.53% | 83.89% | - |
 TSMC (TSM) | 3.91% | 10.62% | 65.12% | - |
| Okta (OKTA) | 3.83% | 2.22% | 94.49% | - |
 DraftKings (DKNG) | 3.75% | 2.5% | 82% | - |
 Medical Properties Trust (MPT) | 3.5% | 0% | 47.8% | 7/18/2024 |
| Snowflake (SNOW) | 2.97% | 1.71% | 86.39% | - |
 Crowdstrike (CRWD) | 2.63% | 0% | 65.37% | 5/27/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 2.46% | 0% | 41% | 4/29/2024 |
 Coupang (CPNG) | 2.44% | 2.36% | 72.87% | - |
 Starwood Property Trust (STWD) | 2.29% | 0% | 18.6% | 8/8/2023 |
 Atlassian (TEAM) | 2.19% | 1.29% | 68.39% | - |
 Kinsale (KNSL) | 2.12% | 3.46% | 57.97% | - |
 Alibaba (BABA) | 1.89% | 0% | 57.45% | 11/8/2024 |
 Citi (C) | 1.8% | 0% | 36.52% | 3/8/2024 |
 Sunrun (RUN) | 1.72% | 0% | 38.76% | 4/15/2024 |
 ZIM (ZIM) | 1.68% | 0% | 36% | 3/1/2024 |
 AGNC (AGNC) | 1.63% | 0% | 49.1% | 8/2/2024 |
 On (ONON) | 1.61% | 0% | 52.45% | 3/3/2026 |
 Globus Medical (GMED) | 1.53% | 4.11% | 51.68% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.42% | 0% | 16.97% | 7/20/2023 |
 Wingstop (WING) | 1.42% | 2.02% | 42.72% | - |
 Disney (DIS) | 1.23% | 0% | 31.52% | 2/20/2024 |
 Emcor (EME) | 1.22% | 5.11% | 33.68% | - |
| Luminar (LAZRQ) | 1.22% | 0% | 91.73% | 12/15/2025 |
 Global X SuperDividend ETF (SDIV) | 1.08% | 0% | 47.72% | 7/17/2024 |
 PayPal (PYPL) | 1.04% | 0% | 43.32% | 1/2/2026 |
 Datadog (DDOG) | 1.04% | 0% | 27.82% | 7/12/2024 |
 Adobe (ADBE) | 1% | 2.01% | 36.69% | - |
 Celsius (CELH) | 0.99% | 0.92% | 56.16% | - |
 Highwoods (HIW) | 0.94% | 0% | 49.1% | 8/2/2024 |
 Veralto (VLTO) | 0.91% | 0% | 51.34% | 3/9/2026 |
 Tesla (TSLA) | 0.89% | 0% | 33.68% | 8/5/2024 |
 Trade Desk (TTD) | 0.78% | 0% | 28.85% | 1/26/2026 |
 Meta (META) | 0.72% | 4.07% | 36.09% | - |
 AMD (AMD) | 0.64% | 0% | 27.56% | 2/5/2025 |
 Coca-Cola (KO) | 0.61% | 1.72% | 35.83% | - |
 TopBuild (BLD) | 0.56% | 0% | 23.86% | 11/18/2025 |
 Coinbase (COIN) | 0.52% | 0% | 35.14% | 2/20/2024 |
 Unity (U) | 0.51% | 0.66% | 46.86% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.47% | 0% | 31.01% | 1/3/2024 |
 Novo-Nordisk (NVO) | 0.43% | 0% | 28.68% | 2/3/2026 |
 Digital Turbine (APPS) | 0.41% | 0% | 39.79% | 4/15/2024 |
 Doximity (DOCS) | 0.39% | 0.7% | 27.82% | - |
 Solana (SOL) | 0.38% | 0.79% | 26.96% | - |
 FedEx (FDX) | 0.37% | 0% | 15.07% | 6/28/2023 |
 Ethereum (ETH) | 0.37% | 0.98% | 29.03% | - |
 Lululemon (LULU) | 0.36% | 0% | 19.21% | 9/5/2025 |
 EQT (EQT) | 0.33% | 0% | 13.35% | 12/27/2024 |
 PepsiCo (PEP) | 0.32% | 1.64% | 21.79% | - |
 Kyndryl (KD) | 0.3% | 0.54% | 30.49% | - |
 SoFi (SOFI) | 0.25% | 0% | 20.16% | 7/17/2024 |
 Devon Energy (DVN) | 0.25% | 0% | 18.6% | 8/7/2025 |
 Star Bulk (SBLK) | 0.24% | 0% | 4.57% | 2/24/2023 |
 Airbnb (ABNB) | 0.24% | 0% | 7.15% | 4/15/2024 |
 Micron (MU) | 0.24% | 0% | 20.07% | 4/18/2024 |
 GE HealthCare (GEHC) | 0.23% | 0.76% | 29.03% | - |
 AT&T (T) | 0.23% | 0% | 9.99% | 9/26/2023 |
 Visa (V) | 0.21% | 0% | 9.73% | 11/7/2023 |
 Progressive (PGR) | 0.21% | 1.83% | 18.86% | - |
 Nio (NIO) | 0.2% | 0% | 18.6% | 8/1/2024 |
 Howmet Aerospace (HWM) | 0.19% | 1.42% | 16.88% | - |
 Palantir (PLTR) | 0.18% | 0% | 8.01% | 7/19/2023 |
 Arista (ANET) | 0.17% | 0% | 16.11% | 10/14/2025 |
 UnitedHealth (UNH) | 0.16% | 0% | 11.97% | 11/17/2025 |
 Verizon (VZ) | 0.15% | 0% | 5.25% | 9/26/2023 |
 Bitcoin (BTC) | 0.15% | 0.88% | 14.64% | - |
 Salesforce (CRM) | 0.14% | 0% | 10.59% | 2/4/2026 |
 DoorDash (DASH.US) | 0.13% | 1.2% | 9.91% | - |
 Klarna Group plc (KLAR) | 0.12% | 0.49% | 13.87% | - |
 AppLovin (APP) | 0.12% | 0% | 11.46% | 8/14/2025 |
 Qualcomm (QCOM) | 0.1% | 0% | 5.86% | 1/25/2024 |
 Grab (GRAB) | 0.1% | 0% | 8.44% | 8/2/2024 |
 Starbucks (SBUX) | 0.09% | 0% | 2.93% | 2/5/2024 |
 DocuSign (DOCU) | 0.09% | 0% | 4.31% | 3/16/2023 |
 Spotify (SPOT) | 0.08% | 2.92% | 2.84% | - |
 Netflix (NFLX) | 0.07% | 1.42% | 6.03% | - |
 iShares MSCI Hong Kong ETF (EWH) | 0.07% | 0% | 1.89% | 1/23/2023 |
 Ferrari (RACE) | 0.06% | 0% | 5.94% | 10/9/2025 |
 Dell (DELL) | 0.06% | 3.93% | 1.64% | - |
 Ford (F) | 0.05% | 0% | 2.67% | 6/30/2023 |
 MongoDB (MDB) | 0.05% | 0% | 1.98% | 1/3/2025 |
 Dutch Bros (BROS) | 0.05% | 0% | 6.55% | 2/5/2026 |
 Toast (TOST) | 0.04% | 0% | 6.63% | 2/6/2026 |
 MercadoLibre (MELI) | 0.04% | 0% | 2.67% | 2/3/2025 |
 Paycom (PAYC) | 0.03% | 0% | 1.38% | 8/1/2024 |
 NVIDIA (NVDA) | 0.03% | 0% | 0.69% | 2/26/2024 |
 British American Tobacco (BTI) | 0.01% | 0% | 0.43% | 7/17/2024 |
 Pure Storage (PSTG) | 0.01% | 0% | 0.86% | 8/7/2025 |
 Chewy (CHWY) | 0.01% | 0% | 1.29% | 7/17/2024 |
 Lockheed Martin (LMT) | 0% | 0% | 0.09% | 1/31/2024 |
 Johnson & Johnson (JNJ) | 0% | 0% | 0.09% | 7/18/2024 |
 Supermicro (SMCI) | 0% | 0% | 0.17% | 11/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.88% | 9.45% |
| TSMC (TSM) | 5.49% | 8.55% |
| Shopify (SHOP) | 2.74% | 5.56% |
| Microsoft (MSFT) | 5.1% | 5.24% |
| DraftKings (DKNG) | 5.88% | 4.66% |
| Uber (UBER) | 3.92% | 4.51% |
| Carnival (CCL) | 3.33% | 4.44% |
| Adobe (ADBE) | 5.88% | 4.37% |
| On (ONON) | 4.51% | 3.92% |
| Emcor (EME) | 3.53% | 3.88% |
| Globus Medical (GMED) | 3.53% | 3.77% |
| Atlassian (TEAM) | 4.9% | 3.6% |
| Kinsale (KNSL) | 4.31% | 3.39% |
| Wingstop (WING) | 4.32% | 3.2% |
| Snowflake (SNOW) | 2.35% | 2.78% |
| Okta (OKTA) | 2.35% | 2.25% |
| Doximity (DOCS) | 2.35% | 1.62% |
| DoorDash (DASH.US) | 1.57% | 1.47% |
| Coca-Cola (KO) | 1.57% | 1.39% |
| Meta (META) | 1.57% | 1.37% |
| Coupang (CPNG) | 1.18% | 1.36% |
| PepsiCo (PEP) | 1.57% | 1.35% |
| Unity (U) | 0.78% | 1.34% |
| Trade Desk (TTD) | 2.35% | 1.31% |
| Salesforce (CRM) | 1.57% | 1.3% |
| Veralto (VLTO) | 1.57% | 1.24% |
| PayPal (PYPL) | 1.57% | 1.14% |
| Ethereum (ETH) | 0.78% | 1.11% |
| Howmet Aerospace (HWM) | 1.18% | 1.1% |
| Kyndryl (KD) | 1.57% | 1.04% |
| Bitcoin (BTC) | 1.57% | 0.93% |
| Novo-Nordisk (NVO) | 1.18% | 0.93% |
| Solana (SOL) | 1.18% | 0.92% |
| Celsius (CELH) | 0.78% | 0.87% |
| Progressive (PGR) | 1.18% | 0.87% |
| Klarna Group plc (KLAR) | 1.57% | 0.86% |
| GE HealthCare (GEHC) | 0.78% | 0.78% |
| Dutch Bros (BROS) | 0.78% | 0.71% |
| Toast (TOST) | 0.78% | 0.65% |
Cash & Instruments Over Time
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