Portfolio Diversification
Range
Most Diversified
66 instruments
May 17, 2023
Least Diversified
0 instruments
February 2, 2025
Average
47.2 instruments
Most Consistent Holdings
Top 5
SWDA.L99.79%
MELI99.79%
CRWD99.79%
NET99.79%
SHOP99.72%
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 |
|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 20.43% | 19.85% | 99.79% | - |
 Invesco QQQ (QQQ) | 7.15% | 16.59% | 44.52% | - |
 Vanguard Short-Term Bond ETF (BSV) | 5.26% | 6.15% | 68.44% | - |
 Microsoft (MSFT) | 2.83% | 3.59% | 68.58% | - |
 Alphabet (GOOG) | 2.65% | 5.93% | 68.58% | - |
 Workday (WDAY) | 1.98% | 1.87% | 68.58% | - |
| Cloudflare (NET) | 1.96% | 1.33% | 99.79% | - |
 NVIDIA (NVDA) | 1.89% | 3.17% | 68.58% | - |
| Crowdstrike (CRWD) | 1.82% | 0.46% | 99.79% | - |
 Cadence (CDNS) | 1.79% | 2.21% | 68.58% | - |
 Amphenol (APH) | 1.78% | 4.47% | 68.58% | - |
 Fiserv (FISV) | 1.71% | 0.91% | 68.58% | - |
 Adyen (ADYEN.NV) | 1.64% | 0% | 31.21% | 4/11/2023 |
 Texas Instruments (TXN) | 1.63% | 1.72% | 68.58% | - |
| MercadoLibre (MELI) | 1.5% | 0.84% | 99.79% | - |
 Apple (AAPL) | 1.45% | 2.19% | 68.58% | - |
 Nutanix (NTNX) | 1.42% | 0% | 31.21% | 4/11/2023 |
 KLA (KLAC) | 1.35% | 2.81% | 61.78% | - |
 Lam Research (LRCX) | 1.2% | 2.75% | 61.64% | - |
 Microchip (MCHP) | 1.15% | 1.02% | 68.51% | - |
 Progressive (PGR) | 1.14% | 1.52% | 68.58% | - |
 Trade Desk (TTD) | 1.12% | 0.08% | 75.87% | - |
| Shopify (SHOP) | 1.12% | 1.14% | 99.72% | - |
 Linde (LIN) | 1.1% | 1.23% | 68.58% | - |
 Meta (META) | 1.01% | 0% | 31.21% | 4/11/2023 |
 Snowflake (SNOW) | 0.94% | 0% | 31.21% | 4/11/2023 |
 Zoom (ZM) | 0.93% | 0% | 31.21% | 4/11/2023 |
 PayPal (PYPL) | 0.93% | 0% | 47.2% | 11/28/2023 |
 Danaher (DHR) | 0.92% | 1.07% | 68.58% | - |
 AMD (AMD) | 0.89% | 1.35% | 68.58% | - |
 Amazon (AMZN) | 0.86% | 0.89% | 68.58% | - |
 Trane (TT) | 0.86% | 1.4% | 68.58% | - |
 Zillow (Z) | 0.85% | 0% | 55.13% | 3/20/2024 |
 Spotify (SPOT) | 0.81% | 0% | 31.21% | 4/11/2023 |
 Salesforce (CRM) | 0.8% | 0.53% | 68.58% | - |
 Sea (SE) | 0.74% | 0% | 31.21% | 4/11/2023 |
 Sun Communities (SUI.US) | 0.7% | 0.78% | 68.58% | - |
 Twilio (TWLO) | 0.69% | 0% | 31.21% | 4/11/2023 |
 Block Inc. (XYZ) | 0.68% | 0% | 30.71% | 4/11/2023 |
 ServiceNow (NOW) | 0.64% | 0.73% | 68.58% | - |
 Intuitive Surgical (ISRG) | 0.61% | 0.95% | 67.3% | - |
 CyberArk (CYBR) | 0.6% | 0.82% | 68.58% | - |
 JFrog (FROG) | 0.59% | 0% | 31.21% | 4/11/2023 |
 Coinbase (COIN) | 0.51% | 0% | 31.21% | 4/11/2023 |
 DocuSign (DOCU) | 0.51% | 0% | 31.21% | 4/11/2023 |
 T-Mobile (TMUS) | 0.5% | 0% | 23.92% | 3/20/2024 |
 Chipotle (CMG) | 0.5% | 0.5% | 65.68% | - |
 ON Semiconductor (ON) | 0.48% | 0.57% | 68.58% | - |
 Pinterest (PINS) | 0.45% | 0% | 31.21% | 4/11/2023 |
 United Rentals (URI) | 0.45% | 0.65% | 68.58% | - |
 Axon (AXON) | 0.38% | 0.68% | 52.58% | - |
 ANSYS (ANSS) | 0.36% | 0% | 42.32% | 7/22/2025 |
 CoStar (CSGP) | 0.35% | 0.32% | 68.58% | - |
 Procore (PCOR) | 0.35% | 0.43% | 68.51% | - |
 Ball (BALL) | 0.33% | 0% | 23.92% | 3/20/2024 |
 Farfetch (FTCHQ) | 0.32% | 0% | 47.2% | 11/28/2023 |
 Twitter (TWTR) | 0.32% | 0% | 8.07% | 4/25/2022 |
 Lattice (LSCC) | 0.31% | 0.41% | 68.58% | - |
 DoorDash (DASH.US) | 0.3% | 0.57% | 66.17% | - |
 Toast (TOST) | 0.29% | 0.41% | 68.58% | - |
 Peloton (PTON) | 0.29% | 0% | 31.21% | 4/11/2023 |
 NextEra (NEE) | 0.26% | 0% | 23.92% | 3/20/2024 |
 DexCom (DXCM) | 0.24% | 0.18% | 68.58% | - |
 Tesla (TSLA) | 0.23% | 0.46% | 68.44% | - |
 Thor (THO) | 0.22% | 0.26% | 68.58% | - |
 Autodesk (ADSK) | 0.22% | 0% | 23.92% | 3/20/2024 |
 Airbnb (ABNB) | 0.22% | 0% | 23.92% | 3/20/2024 |
 Okta (OKTA) | 0.2% | 0% | 23.92% | 3/20/2024 |
 Disney (DIS) | 0.18% | 0.22% | 68.58% | - |
 Teledyne (TDY) | 0.17% | 0.31% | 52.58% | - |
 Silicon Labs (SLAB) | 0.16% | 0% | 23.92% | 3/20/2024 |
 Cameco (CCJ) | 0.15% | 0.38% | 52.58% | - |
 Chart (GTLS) | 0.14% | 0.22% | 68.58% | - |
 Fastenal (FAST) | 0.13% | 0% | 21.51% | 3/20/2024 |
 Palo Alto Networks (PANW) | 0.12% | 0.24% | 44.52% | - |
 Nu (NU) | 0.11% | 0.24% | 52.58% | - |
 Constellium (CSTM) | 0.11% | 0.27% | 44.66% | - |
 Floor & Decor (FND) | 0.11% | 0.08% | 66.17% | - |
 Tractor Supply (TSCO) | 0.11% | 0% | 23.92% | 3/20/2024 |
 Micron (MU) | 0.09% | 0% | 23.92% | 3/20/2024 |
 Repligen (RGEN) | 0.09% | 0.15% | 52.58% | - |
 Wolfspeed (WOLF.old) | 0.08% | 0% | 15.99% | 11/28/2023 |
 Cognex (CGNX) | 0.08% | 0.08% | 66.03% | - |
 Doximity (DOCS) | 0.07% | 0% | 23.92% | 3/20/2024 |
 Moderna (MRNA) | 0.06% | 0.03% | 66.1% | - |
 Catalent (CTLT) | 0.06% | 0% | 15.99% | 11/28/2023 |
 TSMC (TSM) | 0.06% | 0% | 23.92% | 3/20/2024 |
 BILL (BILL) | 0.05% | 0% | 23.92% | 3/20/2024 |
 nCino (NCNO) | 0.05% | 0% | 15.99% | 11/28/2023 |
 Netflix (NFLX) | 0.05% | 0% | 20.03% | 1/24/2024 |
 Zscaler (ZS) | 0.01% | 0% | 4.39% | 6/13/2023 |
 Shockwave Medical Inc (SWAV) | 0.01% | 0% | 5.31% | 6/4/2024 |
 Snapchat (SNAP) | 0.01% | 0% | 0.5% | 1/7/2022 |
 QUALTRICS INTERNATIONAL-CL A (XM) | 0.01% | 0% | 2.12% | 5/12/2023 |
 Veralto (VLTO) | 0.01% | 0% | 3.96% | 11/28/2023 |
 Illumina (ILMN) | 0% | 0% | 2.12% | 5/12/2023 |
 Rivian (RIVN) | 0% | 0% | 2.12% | 5/12/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 18.31% | 20.21% |
| Invesco QQQ (QQQ) | 18.31% | 16.21% |
| Vanguard Short-Term Bond ETF (BSV) | 9.16% | 7.03% |
| Alphabet (GOOG) | 3.37% | 4.27% |
| Microsoft (MSFT) | 3.29% | 3.72% |
| Fiserv (FISV) | 2.31% | 3.14% |
| NVIDIA (NVDA) | 0.75% | 2.82% |
| Amphenol (APH) | 2.26% | 2.8% |
| Workday (WDAY) | 2.6% | 2.61% |
| Cadence (CDNS) | 2.28% | 2.43% |
| Apple (AAPL) | 1.96% | 2.33% |
| Texas Instruments (TXN) | 2.69% | 2.12% |
| Progressive (PGR) | 1.42% | 1.8% |
| KLA (KLAC) | 2.4% | 1.69% |
| Trane (TT) | 1.1% | 1.53% |
| Linde (LIN) | 1.62% | 1.44% |
| Lam Research (LRCX) | 2.4% | 1.42% |
| Danaher (DHR) | 1.79% | 1.27% |
| ServiceNow (NOW) | 0.69% | 1.18% |
| Intuitive Surgical (ISRG) | 1.01% | 1.04% |
| Microchip (MCHP) | 1.89% | 1.02% |
| Amazon (AMZN) | 0.6% | 1.02% |
| Chipotle (CMG) | 1.26% | 0.99% |
| AMD (AMD) | 0.94% | 0.92% |
| Sun Communities (SUI.US) | 1.36% | 0.9% |
| Shopify (SHOP) | 1.16% | 0.89% |
| Axon (AXON) | 0.43% | 0.86% |
| Cloudflare (NET) | 0.58% | 0.85% |
| MercadoLibre (MELI) | 0.84% | 0.84% |
| ANSYS (ANSS) | 0.93% | 0.82% |
| Salesforce (CRM) | 0.61% | 0.82% |
| ON Semiconductor (ON) | 1.13% | 0.76% |
| CyberArk (CYBR) | 0.38% | 0.71% |
| United Rentals (URI) | 0.43% | 0.66% |
| Procore (PCOR) | 0.5% | 0.51% |
| Toast (TOST) | 0.31% | 0.5% |
| DoorDash (DASH.US) | 0.25% | 0.5% |
| Tesla (TSLA) | 0.28% | 0.45% |
| CoStar (CSGP) | 0.52% | 0.42% |
| Crowdstrike (CRWD) | 0.18% | 0.38% |
| Lattice (LSCC) | 0.75% | 0.36% |
| Teledyne (TDY) | 0.37% | 0.33% |
| Trade Desk (TTD) | 0.27% | 0.3% |
| Thor (THO) | 0.31% | 0.29% |
| Palo Alto Networks (PANW) | 0.27% | 0.27% |
| DexCom (DXCM) | 0.5% | 0.26% |
| Disney (DIS) | 0.31% | 0.26% |
| Cameco (CCJ) | 0.29% | 0.25% |
| Chart (GTLS) | 0.18% | 0.24% |
| Constellium (CSTM) | 0.47% | 0.18% |
| Nu (NU) | 0.18% | 0.18% |
| Floor & Decor (FND) | 0.18% | 0.16% |
| Repligen (RGEN) | 0.22% | 0.15% |
| Cognex (CGNX) | 0.18% | 0.1% |
| Moderna (MRNA) | 0.18% | 0.05% |