Portfolio Diversification
Range
Most Diversified
20 instruments
January 1, 2022
Least Diversified
0 instruments
September 4, 2024
Average
19.5 instruments
Most Consistent Holdings
Top 5
NVDA68.39%
NFLX51.26%
AVGO50.32%
CRWD49.68%
META45.21%
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) | 3.8% | 0% | 68.39% | 12/2/2025 |
| Netflix (NFLX) | 2.28% | 0% | 51.26% | 10/2/2025 |
| Broadcom (AVGO) | 2.13% | 4.54% | 50.32% | - |
| Meta (META) | 2.13% | 0% | 45.21% | 9/4/2025 |
| Crowdstrike (CRWD) | 2.12% | 0% | 49.68% | 12/2/2025 |
 KLA (KLAC) | 1.77% | 4.61% | 41.83% | - |
 Tesla (TSLA) | 1.56% | 0% | 36.29% | 12/2/2025 |
 PDD Holdings (PDD) | 1.55% | 0% | 33.19% | 10/2/2025 |
 Booking (BKNG) | 1.54% | 0% | 33.55% | 6/6/2025 |
 Vertex (VRTX) | 1.48% | 0% | 31.68% | 5/2/2025 |
 Lam Research (LRCX) | 1.4% | 4.53% | 34.49% | - |
 Applied Materials (AMAT) | 1.38% | 4.61% | 32.9% | - |
 AMD (AMD) | 1.31% | 0% | 32.47% | 12/2/2025 |
 Costco (COST) | 1.29% | 0% | 29.66% | 6/6/2025 |
 Marvell (MRVL) | 1.23% | 4.8% | 30.24% | - |
 Micron (MU) | 1.23% | 4.5% | 26.35% | - |
 MercadoLibre (MELI) | 1.17% | 0% | 27.29% | 7/2/2025 |
 T-Mobile (TMUS) | 1.17% | 0% | 26.49% | 5/2/2025 |
 O'Reilly Auto (ORLY) | 1.16% | 0% | 25.13% | 9/4/2025 |
 Palo Alto Networks (PANW) | 1.11% | 0% | 25.41% | 6/6/2025 |
 Intuitive Surgical (ISRG) | 1.09% | 0% | 24.26% | 12/2/2025 |
 Amazon (AMZN) | 1.08% | 0% | 26.71% | 12/2/2025 |
 Fiserv (FISV) | 1.07% | 0% | 24.91% | 4/2/2025 |
 Dollar Tree (DLTR) | 1.05% | 0% | 21.09% | 2/2/2024 |
 Adobe (ADBE) | 1.04% | 0% | 21.17% | 10/2/2024 |
 Paccar (PCAR) | 1.04% | 0% | 22.75% | 5/2/2024 |
 Zscaler (ZS) | 0.99% | 0% | 21.81% | 10/2/2024 |
 Exelon (EXC) | 0.98% | 0% | 23.25% | 6/6/2025 |
 Gilead Sciences (GILD) | 0.96% | 0% | 20.95% | 5/2/2025 |
 AEP (AEP) | 0.96% | 0% | 21.45% | 9/4/2025 |
 Cadence (CDNS) | 0.92% | 0% | 20.3% | 9/4/2025 |
 Palantir (PLTR) | 0.89% | 0% | 21.96% | 12/2/2025 |
 Fortinet (FTNT) | 0.89% | 0% | 20.66% | 6/6/2025 |
 Intel (INTC) | 0.84% | 4.32% | 19.22% | - |
 Xcel Energy (XEL) | 0.84% | 0% | 19.22% | 11/5/2025 |
 Amgen (AMGN) | 0.82% | 4.33% | 18.79% | - |
 Dash (DASH) | 0.81% | 0% | 21.24% | 6/6/2025 |
 Alphabet (GOOG) | 0.8% | 4.56% | 19.15% | - |
 Datadog (DDOG) | 0.8% | 0% | 20.52% | 11/5/2025 |
 AppLovin (APP) | 0.79% | 4.66% | 19.94% | - |
 ASML (ASML) | 0.78% | 4.49% | 19.29% | - |
 Copart (CPRT) | 0.75% | 0% | 17.35% | 2/4/2025 |
 Ross Stores (ROST) | 0.74% | 4.48% | 13.97% | - |
 Microchip (MCHP) | 0.73% | 0% | 13.03% | 8/4/2025 |
 Atlassian (TEAM) | 0.71% | 0% | 17.78% | 4/2/2025 |
 Lululemon (LULU) | 0.71% | 0% | 16.05% | 3/4/2025 |
 Regeneron (REGN) | 0.69% | 4.36% | 15.12% | - |
 NXP (NXPI) | 0.69% | 0% | 16.99% | 10/2/2025 |
 Trade Desk (TTD) | 0.68% | 0% | 18.21% | 9/4/2025 |
 Synopsys (SNPS) | 0.68% | 0% | 15.55% | 9/4/2025 |
 Analog Devices (ADI) | 0.68% | 4.67% | 15.26% | - |
 Starbucks (SBUX) | 0.68% | 0% | 15.91% | 4/2/2025 |
 Old Dominion (ODFL) | 0.68% | 0% | 14.83% | 9/3/2024 |
 Apple (AAPL) | 0.68% | 0% | 15.12% | 10/2/2025 |
 Workday (WDAY) | 0.65% | 0% | 15.12% | 10/2/2024 |
 Charter (CHTR) | 0.65% | 0% | 15.91% | 6/6/2025 |
 NetEase (NTES) | 0.62% | 0% | 13.17% | 9/5/2023 |
 Monster Beverage (MNST) | 0.62% | 4.39% | 13.53% | - |
 Warner Bros Discovery (WBD) | 0.62% | 4.84% | 15.77% | - |
 IDEXX (IDXX) | 0.62% | 4.34% | 14.61% | - |
 Seagen Inc (SGEN) | 0.61% | 0% | 12.81% | 11/2/2023 |
 Moderna (MRNA) | 0.61% | 0% | 12.46% | 7/2/2024 |
 Axon (AXON) | 0.61% | 0% | 15.48% | 10/2/2025 |
 Qualcomm (QCOM) | 0.6% | 0% | 15.05% | 7/2/2024 |
 Microsoft (MSFT) | 0.6% | 0% | 13.97% | 9/4/2025 |
 MicroStrategy (MSTR) | 0.59% | 0% | 11.23% | 8/4/2025 |
 Baker Hughes (BKR) | 0.58% | 0% | 14.83% | 9/4/2025 |
 DexCom (DXCM) | 0.58% | 0% | 14.11% | 7/2/2025 |
 MongoDB (MDB) | 0.57% | 0% | 15.05% | 12/2/2025 |
 Cintas (CTAS) | 0.56% | 0% | 12.67% | 5/2/2025 |
 Kraft Heinz (KHC) | 0.56% | 0% | 11.88% | 2/2/2023 |
 Baidu (BIDU) | 0.56% | 0% | 12.38% | 4/4/2023 |
 Align (ALGN) | 0.53% | 0% | 12.46% | 10/2/2023 |
 AstraZeneca (AZN) | 0.51% | 4.44% | 11.38% | - |
 Airbnb (ABNB) | 0.49% | 0% | 10.8% | 11/2/2023 |
 Sirius XM (SIRI) | 0.49% | 0% | 11.95% | 1/2/2025 |
 Fastenal (FAST) | 0.49% | 0% | 12.1% | 10/2/2025 |
 Marriott (MAR) | 0.47% | 4.33% | 10.87% | - |
 EA (EA) | 0.47% | 0% | 11.23% | 11/5/2025 |
 Keurig Dr Pepper (KDP) | 0.46% | 0% | 10.22% | 6/4/2024 |
 Paychex (PAYX) | 0.46% | 0% | 10.66% | 5/2/2025 |
 Biogen (BIIB) | 0.45% | 4.55% | 8.71% | - |
 Diamondback (FANG) | 0.44% | 0% | 10.94% | 6/4/2024 |
 Intuit (INTU) | 0.42% | 0% | 10.51% | 7/2/2025 |
 Autodesk (ADSK) | 0.41% | 0% | 9.72% | 10/2/2025 |
 JD.com (JD.US) | 0.39% | 0% | 7.78% | 2/2/2023 |
 ADP (ADP) | 0.38% | 0% | 8.21% | 9/3/2024 |
 Mondelez (MDLZ) | 0.38% | 0% | 8.5% | 6/5/2023 |
 Texas Instruments (TXN) | 0.37% | 0% | 8.78% | 8/4/2025 |
 Cerner Corp. (CERN) | 0.37% | 0% | 8.57% | 6/2/2022 |
 Cognizant (CTSH) | 0.37% | 0% | 8.71% | 9/3/2024 |
 PepsiCo (PEP) | 0.36% | 0% | 7.78% | 10/4/2022 |
 DoorDash (DASH.US) | 0.34% | 0% | 8.93% | 11/5/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.32% | 0% | 7.13% | 10/16/2023 |
 ANSYS (ANSS) | 0.29% | 0% | 6.41% | 2/2/2024 |
 Splunk Inc (SPLK) | 0.29% | 0% | 6.62% | 7/6/2023 |
 Coca-Cola Europacific (CCEP) | 0.27% | 0% | 6.77% | 6/6/2025 |
 PayPal (PYPL) | 0.25% | 0% | 6.05% | 3/4/2025 |
 GE HealthCare (GEHC) | 0.24% | 0% | 6.34% | 10/31/2024 |
 Cisco (CSCO) | 0.24% | 0% | 5.98% | 4/2/2025 |
 Honeywell (HON) | 0.19% | 0% | 3.82% | 2/2/2023 |
 Fox (FOXA) | 0.19% | 0% | 4.32% | 4/4/2022 |
 Verisk (VRSK) | 0.18% | 0% | 4.25% | 11/2/2023 |
 ON Semiconductor (ON) | 0.18% | 0% | 4.61% | 9/4/2025 |
 CoStar (CSGP) | 0.17% | 0% | 4.39% | 9/4/2025 |
 Walgreens (WBA) | 0.16% | 0% | 4.25% | 2/2/2024 |
 ARM (ARM) | 0.15% | 0% | 4.32% | 12/2/2025 |
 Xilinx Inc (XLNX) | 0.15% | 0% | 3.31% | 2/15/2022 |
 Illumina (ILMN) | 0.14% | 0% | 3.53% | 12/4/2024 |
 Comcast (CMCSA) | 0.11% | 0% | 2.45% | 6/5/2023 |
 Alphabet (GOOGL) | 0.1% | 0% | 2.45% | 11/5/2025 |
 Skyworks (SWKS) | 0.1% | 0% | 2.02% | 3/2/2023 |
 Check Point (CHKP) | 0.09% | 0% | 2.3% | 4/4/2022 |
 DocuSign (DOCU) | 0.09% | 0% | 2.02% | 2/2/2023 |
 Trip.com (TCOM.CH) | 0.09% | 0% | 2.02% | 3/2/2022 |
 Incyte (INCY) | 0.09% | 0% | 2.09% | 5/3/2022 |
 Lucid (LCID) | 0.08% | 0% | 2.02% | 3/2/2023 |
 Enphase (ENPH) | 0.07% | 0% | 2.16% | 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 (FISV) | 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% |