Portfolio Diversification
Range
Most Diversified
20 instruments
January 1, 2022
Least Diversified
0 instruments
September 4, 2024
Average
19.4 instruments
Most Consistent Holdings
Top 5
NVDA65.75%
NFLX54.06%
CRWD49.64%
META47.36%
AVGO45.62%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 3.81% | 3.79% | 65.75% | - |
| Netflix (NFLX) | 2.43% | 0% | 54.06% | 8/4/2025 |
| Meta (META) | 2.25% | 3.75% | 47.36% | - |
| Crowdstrike (CRWD) | 2.13% | 0% | 49.64% | 8/4/2025 |
| Broadcom (AVGO) | 1.95% | 3.76% | 45.62% | - |
 KLA (KLAC) | 1.74% | 0% | 40.65% | 8/4/2025 |
 Booking (BKNG) | 1.69% | 0% | 36.78% | 6/6/2025 |
 PDD Holdings (PDD) | 1.62% | 0% | 34.25% | 5/2/2025 |
 Vertex (VRTX) | 1.62% | 0% | 34.73% | 5/2/2025 |
 Tesla (TSLA) | 1.44% | 0% | 32.83% | 7/2/2025 |
 Costco (COST) | 1.42% | 0% | 32.52% | 6/6/2025 |
 Lam Research (LRCX) | 1.33% | 0% | 32.6% | 8/4/2025 |
 Applied Materials (AMAT) | 1.3% | 0% | 30.86% | 8/4/2025 |
 MercadoLibre (MELI) | 1.29% | 0% | 29.91% | 7/2/2025 |
 T-Mobile (TMUS) | 1.28% | 0% | 29.04% | 5/2/2025 |
 Marvell (MRVL) | 1.22% | 0% | 30.07% | 8/4/2025 |
 Palo Alto Networks (PANW) | 1.21% | 0% | 27.86% | 6/6/2025 |
 AMD (AMD) | 1.2% | 3.5% | 29.04% | - |
 O'Reilly Auto (ORLY) | 1.18% | 3.87% | 25.34% | - |
 Fiserv (FI) | 1.18% | 0% | 27.31% | 4/2/2025 |
 Dollar Tree (DLTR) | 1.15% | 0% | 23.13% | 2/2/2024 |
 Adobe (ADBE) | 1.15% | 0% | 23.2% | 10/2/2024 |
 Paccar (PCAR) | 1.14% | 0% | 24.94% | 5/2/2024 |
 Intuitive Surgical (ISRG) | 1.11% | 0% | 24.47% | 3/4/2025 |
 Amazon (AMZN) | 1.11% | 0% | 27.15% | 3/4/2025 |
 Zscaler (ZS) | 1.09% | 0% | 23.91% | 10/2/2024 |
 Exelon (EXC) | 1.07% | 0% | 25.49% | 6/6/2025 |
 Gilead Sciences (GILD) | 1.06% | 0% | 22.97% | 5/2/2025 |
 Fortinet (FTNT) | 0.97% | 0% | 22.65% | 6/6/2025 |
 AEP (AEP) | 0.97% | 3.68% | 21.31% | - |
 Cadence (CDNS) | 0.93% | 3.71% | 20.05% | - |
 Dash (DASH) | 0.88% | 0% | 23.28% | 6/6/2025 |
 Amgen (AMGN) | 0.88% | 0% | 20.21% | 4/2/2025 |
 Micron (MU) | 0.85% | 0% | 21.55% | 8/4/2025 |
 Copart (CPRT) | 0.82% | 0% | 19.02% | 2/4/2025 |
 Xcel Energy (XEL) | 0.81% | 0% | 18.39% | 4/2/2025 |
 Microchip (MCHP) | 0.8% | 0% | 14.29% | 8/4/2025 |
 Ross Stores (ROST) | 0.8% | 0% | 14.92% | 10/2/2023 |
 Atlassian (TEAM) | 0.78% | 0% | 19.49% | 4/2/2025 |
 Lululemon (LULU) | 0.78% | 0% | 17.6% | 3/4/2025 |
 Datadog (DDOG) | 0.76% | 0% | 19.81% | 8/4/2025 |
 Starbucks (SBUX) | 0.75% | 0% | 17.44% | 4/2/2025 |
 Old Dominion (ODFL) | 0.74% | 0% | 16.26% | 9/3/2024 |
 Regeneron (REGN) | 0.74% | 0% | 16.18% | 10/2/2024 |
 Workday (WDAY) | 0.71% | 0% | 16.57% | 10/2/2024 |
 Charter (CHTR) | 0.71% | 0% | 17.44% | 6/6/2025 |
 Trade Desk (TTD) | 0.7% | 3.73% | 17.76% | - |
 Alphabet (GOOG) | 0.69% | 0% | 16.34% | 8/2/2024 |
 NXP (NXPI) | 0.68% | 0% | 16.5% | 7/2/2024 |
 NetEase (NTES) | 0.68% | 0% | 14.44% | 9/5/2023 |
 Seagen Inc (SGEN) | 0.67% | 0% | 14.05% | 11/2/2023 |
 Moderna (MRNA) | 0.67% | 0% | 13.65% | 7/2/2024 |
 Synopsys (SNPS) | 0.67% | 3.73% | 14.84% | - |
 Qualcomm (QCOM) | 0.66% | 0% | 16.5% | 7/2/2024 |
 Monster Beverage (MNST) | 0.66% | 0% | 14.44% | 6/6/2025 |
 Apple (AAPL) | 0.66% | 0% | 14.36% | 8/2/2024 |
 Analog Devices (ADI) | 0.65% | 0% | 14.13% | 7/2/2024 |
 ASML (ASML) | 0.65% | 0% | 15.94% | 7/2/2024 |
 MicroStrategy (MSTR) | 0.65% | 0% | 12.31% | 8/4/2025 |
 DexCom (DXCM) | 0.63% | 0% | 15.47% | 7/2/2025 |
 Intel (INTC) | 0.62% | 0% | 13.73% | 2/2/2024 |
 Palantir (PLTR) | 0.62% | 4.19% | 14.84% | - |
 Cintas (CTAS) | 0.62% | 0% | 13.89% | 5/2/2025 |
 Kraft Heinz (KHC) | 0.61% | 0% | 13.02% | 2/2/2023 |
 Baidu (BIDU) | 0.61% | 0% | 13.58% | 4/4/2023 |
 Microsoft (MSFT) | 0.58% | 3.65% | 13.1% | - |
 Align (ALGN) | 0.58% | 0% | 13.65% | 10/2/2023 |
 Baker Hughes (BKR) | 0.55% | 3.69% | 14.05% | - |
 AstraZeneca (AZN) | 0.55% | 0% | 12.08% | 6/4/2024 |
 Airbnb (ABNB) | 0.54% | 0% | 11.84% | 11/2/2023 |
 Sirius XM (SIRI) | 0.54% | 0% | 13.1% | 1/2/2025 |
 Axon (AXON) | 0.5% | 4.26% | 12.55% | - |
 Keurig Dr Pepper (KDP) | 0.5% | 0% | 11.21% | 6/4/2024 |
 Paychex (PAYX) | 0.5% | 0% | 11.68% | 5/2/2025 |
 Marriott (MAR) | 0.5% | 0% | 11.52% | 3/4/2024 |
 IDEXX (IDXX) | 0.49% | 0% | 11.37% | 7/2/2025 |
 Diamondback (FANG) | 0.49% | 0% | 12% | 6/4/2024 |
 AppLovin (APP) | 0.48% | 3.81% | 12.23% | - |
 Biogen (BIIB) | 0.47% | 0% | 9.16% | 6/5/2023 |
 Intuit (INTU) | 0.46% | 0% | 11.52% | 7/2/2025 |
 JD.com (JD.US) | 0.43% | 0% | 8.52% | 2/2/2023 |
 ADP (ADP) | 0.42% | 0% | 9% | 9/3/2024 |
 Mondelez (MDLZ) | 0.42% | 0% | 9.31% | 6/5/2023 |
 Texas Instruments (TXN) | 0.41% | 0% | 9.63% | 8/4/2025 |
 Cerner Corp. (CERN) | 0.4% | 0% | 9.39% | 6/2/2022 |
 Cognizant (CTSH) | 0.4% | 0% | 9.55% | 9/3/2024 |
 PepsiCo (PEP) | 0.39% | 0% | 8.52% | 10/4/2022 |
 Warner Bros Discovery (WBD) | 0.39% | 3.71% | 9.87% | - |
 Autodesk (ADSK) | 0.37% | 0% | 8.45% | 12/4/2024 |
 Fastenal (FAST) | 0.37% | 3.81% | 8.92% | - |
 MongoDB (MDB) | 0.36% | 0% | 9.55% | 2/4/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.35% | 0% | 7.81% | 10/16/2023 |
 EA (EA) | 0.33% | 0% | 7.5% | 5/2/2025 |
 ANSYS (ANSS) | 0.32% | 0% | 7.02% | 2/2/2024 |
 Splunk Inc (SPLK) | 0.31% | 0% | 7.26% | 7/6/2023 |
 Coca-Cola Europacific (CCEP) | 0.3% | 0% | 7.42% | 6/6/2025 |
 PayPal (PYPL) | 0.28% | 0% | 6.63% | 3/4/2025 |
 GE HealthCare (GEHC) | 0.26% | 0% | 6.95% | 10/31/2024 |
 Cisco (CSCO) | 0.26% | 0% | 6.55% | 4/2/2025 |
 Honeywell (HON) | 0.21% | 0% | 4.18% | 2/2/2023 |
 Fox (FOXA) | 0.21% | 0% | 4.74% | 4/4/2022 |
 Verisk (VRSK) | 0.2% | 0% | 4.66% | 11/2/2023 |
 DoorDash (DASH.US) | 0.19% | 3.79% | 4.89% | - |
 Walgreens (WBA) | 0.18% | 0% | 4.66% | 2/2/2024 |
 Xilinx Inc (XLNX) | 0.16% | 0% | 3.63% | 2/15/2022 |
 Illumina (ILMN) | 0.15% | 0% | 3.87% | 12/4/2024 |
 Comcast (CMCSA) | 0.12% | 0% | 2.68% | 6/5/2023 |
 ON Semiconductor (ON) | 0.11% | 3.39% | 2.84% | - |
 Skyworks (SWKS) | 0.11% | 0% | 2.21% | 3/2/2023 |
 CoStar (CSGP) | 0.11% | 3.73% | 2.6% | - |
 Check Point (CHKP) | 0.1% | 0% | 2.53% | 4/4/2022 |
 DocuSign (DOCU) | 0.1% | 0% | 2.21% | 2/2/2023 |
 Trip.com (TCOM.CH) | 0.1% | 0% | 2.21% | 3/2/2022 |
 Incyte (INCY) | 0.1% | 0% | 2.29% | 5/3/2022 |
 ARM (ARM) | 0.09% | 0% | 2.6% | 8/4/2025 |
 Lucid (LCID) | 0.09% | 0% | 2.21% | 3/2/2023 |
 Enphase (ENPH) | 0.08% | 0% | 2.37% | 2/2/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 3.7% | 4.55% |
| Amazon (AMZN) | 3.7% | 3.96% |
| Warner Bros Discovery (WBD) | 3.7% | 3.94% |
| Netflix (NFLX) | 3.7% | 3.88% |
| Fortinet (FTNT) | 3.7% | 3.84% |
| Crowdstrike (CRWD) | 3.7% | 3.8% |
| Fiserv (FI) | 3.7% | 3.8% |
| Booking (BKNG) | 3.7% | 3.79% |
| Baker Hughes (BKR) | 3.7% | 3.77% |
| Marvell (MRVL) | 3.7% | 3.74% |
| NVIDIA (NVDA) | 3.7% | 3.74% |
| Copart (CPRT) | 3.7% | 3.61% |
| T-Mobile (TMUS) | 3.7% | 3.6% |
| Datadog (DDOG) | 3.7% | 3.44% |
| Atlassian (TEAM) | 3.7% | 3.4% |
| Charter (CHTR) | 3.7% | 3.38% |
| Trade Desk (TTD) | 3.7% | 3.35% |
| Sirius XM (SIRI) | 3.7% | 3.29% |
| MongoDB (MDB) | 3.7% | 2.7% |
| Dash (DASH) | 3.7% | 2.53% |