Portfolio Diversification
Range
Most Diversified
20 instruments
January 1, 2022
Least Diversified
0 instruments
September 4, 2024
Average
19.3 instruments
Most Consistent Holdings
Top 5
NVDA71.14%
NFLX49.21%
META47.18%
CRWD46.72%
AVGO44.5%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 4.23% | 0% | 71.14% | 2/1/2025 |
| Meta (META) | 2.32% | 0% | 47.18% | 10/31/2024 |
| Netflix (NFLX) | 2.3% | 0% | 49.21% | 2/1/2025 |
| Crowdstrike (CRWD) | 2.06% | 0% | 46.72% | 2/1/2025 |
| Broadcom (AVGO) | 1.93% | 0% | 44.5% | 10/31/2024 |
 Booking (BKNG) | 1.84% | 0% | 39.69% | 2/1/2025 |
 PDD Holdings (PDD) | 1.8% | 0% | 37.37% | 10/31/2024 |
 Vertex (VRTX) | 1.78% | 0% | 37.93% | 9/3/2024 |
 KLA (KLAC) | 1.73% | 0% | 39.59% | 8/2/2024 |
 Tesla (TSLA) | 1.5% | 0% | 33.3% | 2/1/2025 |
 Applied Materials (AMAT) | 1.41% | 0% | 33.12% | 8/2/2024 |
 Dollar Tree (DLTR) | 1.35% | 0% | 27.1% | 2/2/2024 |
 Lam Research (LRCX) | 1.34% | 0% | 32.75% | 8/2/2024 |
 Adobe (ADBE) | 1.34% | 0% | 27.2% | 10/2/2024 |
 Paccar (PCAR) | 1.34% | 0% | 29.23% | 5/2/2024 |
 Costco (COST) | 1.33% | 0% | 29.6% | 8/2/2024 |
 Palo Alto Networks (PANW) | 1.29% | 0% | 29.42% | 12/4/2024 |
 MercadoLibre (MELI) | 1.28% | 0% | 29.42% | 10/31/2024 |
 Zscaler (ZS) | 1.28% | 0% | 28.03% | 10/2/2024 |
 AMD (AMD) | 1.26% | 0% | 30.71% | 5/2/2024 |
 Marvell (MRVL) | 1.22% | 0% | 29.42% | 2/1/2025 |
 Amazon (AMZN) | 1.21% | 0% | 29.23% | 1/2/2025 |
 Intuitive Surgical (ISRG) | 1.2% | 0% | 26.09% | 12/4/2024 |
 T-Mobile (TMUS) | 1.18% | 0% | 25.99% | 1/2/2025 |
 Fiserv (FI) | 1.17% | 0% | 26.73% | 1/2/2025 |
 O'Reilly Auto (ORLY) | 1.05% | 0% | 21.37% | 9/3/2024 |
 Gilead Sciences (GILD) | 1.02% | 0% | 21.46% | 10/31/2024 |
 Copart (CPRT) | 0.96% | 0% | 22.11% | 2/1/2025 |
 Cadence (CDNS) | 0.95% | 0% | 19.98% | 3/4/2024 |
 Ross Stores (ROST) | 0.93% | 0% | 17.48% | 10/2/2023 |
 Amgen (AMGN) | 0.92% | 0% | 21% | 9/3/2024 |
 Exelon (EXC) | 0.91% | 0% | 21.18% | 10/31/2024 |
 AEP (AEP) | 0.9% | 0% | 19.24% | 10/31/2024 |
 Old Dominion (ODFL) | 0.87% | 0% | 19.06% | 9/3/2024 |
 Regeneron (REGN) | 0.87% | 0% | 18.96% | 10/2/2024 |
 Xcel Energy (XEL) | 0.84% | 0% | 18.87% | 10/31/2024 |
 Workday (WDAY) | 0.83% | 0% | 19.43% | 10/2/2024 |
 Lululemon (LULU) | 0.82% | 0% | 18.04% | 12/4/2024 |
 Alphabet (GOOG) | 0.81% | 0% | 19.15% | 8/2/2024 |
 Fortinet (FTNT) | 0.8% | 0% | 17.85% | 2/1/2025 |
 NXP (NXPI) | 0.8% | 0% | 19.33% | 7/2/2024 |
 NetEase (NTES) | 0.8% | 0% | 16.93% | 9/5/2023 |
 Micron (MU) | 0.79% | 0% | 19.8% | 8/2/2024 |
 Seagen Inc (SGEN) | 0.79% | 0% | 16.47% | 11/2/2023 |
 Moderna (MRNA) | 0.78% | 0% | 16% | 7/2/2024 |
 Qualcomm (QCOM) | 0.78% | 0% | 19.33% | 7/2/2024 |
 Apple (AAPL) | 0.77% | 0% | 16.84% | 8/2/2024 |
 Synopsys (SNPS) | 0.77% | 0% | 17.11% | 1/3/2024 |
 Datadog (DDOG) | 0.77% | 0% | 19.98% | 2/1/2025 |
 Analog Devices (ADI) | 0.76% | 0% | 16.56% | 7/2/2024 |
 ASML (ASML) | 0.76% | 0% | 18.69% | 7/2/2024 |
 Intel (INTC) | 0.73% | 0% | 16.1% | 2/2/2024 |
 Atlassian (TEAM) | 0.72% | 0% | 17.39% | 2/1/2025 |
 Kraft Heinz (KHC) | 0.72% | 0% | 15.26% | 2/2/2023 |
 Baidu (BIDU) | 0.72% | 0% | 15.91% | 4/4/2023 |
 Trade Desk (TTD) | 0.71% | 0% | 17.95% | 2/1/2025 |
 Dash (DASH) | 0.71% | 0% | 18.59% | 2/1/2025 |
 Align (ALGN) | 0.67% | 0% | 16% | 10/2/2023 |
 Starbucks (SBUX) | 0.67% | 0% | 15.17% | 12/4/2024 |
 AstraZeneca (AZN) | 0.64% | 0% | 14.15% | 6/4/2024 |
 Airbnb (ABNB) | 0.63% | 0% | 13.88% | 11/2/2023 |
 Sirius XM (SIRI) | 0.63% | 0% | 15.36% | 1/2/2025 |
 Cintas (CTAS) | 0.61% | 0% | 13.51% | 10/2/2024 |
 Keurig Dr Pepper (KDP) | 0.59% | 0% | 13.14% | 6/4/2024 |
 Marriott (MAR) | 0.59% | 0% | 13.51% | 3/4/2024 |
 Charter (CHTR) | 0.58% | 0% | 14.25% | 2/1/2025 |
 Diamondback (FANG) | 0.57% | 0% | 14.06% | 6/4/2024 |
 Biogen (BIIB) | 0.55% | 0% | 10.73% | 6/5/2023 |
 DexCom (DXCM) | 0.55% | 0% | 13.14% | 5/2/2024 |
 Microsoft (MSFT) | 0.54% | 0% | 11.84% | 8/2/2024 |
 Microchip (MCHP) | 0.52% | 0% | 11.29% | 8/2/2023 |
 JD.com (JD.US) | 0.51% | 0% | 9.99% | 2/2/2023 |
 ADP (ADP) | 0.49% | 0% | 10.55% | 9/3/2024 |
 Mondelez (MDLZ) | 0.49% | 0% | 10.92% | 6/5/2023 |
 Paychex (PAYX) | 0.48% | 0% | 10.92% | 10/31/2024 |
 Cerner Corp. (CERN) | 0.47% | 0% | 11.01% | 6/2/2022 |
 Cognizant (CTSH) | 0.47% | 0% | 11.19% | 9/3/2024 |
 PepsiCo (PEP) | 0.46% | 0% | 9.99% | 10/4/2022 |
 Intuit (INTU) | 0.45% | 0% | 11.1% | 8/2/2024 |
 Autodesk (ADSK) | 0.44% | 0% | 9.9% | 12/4/2024 |
 Baker Hughes (BKR) | 0.43% | 0% | 10.64% | 2/1/2025 |
 MongoDB (MDB) | 0.42% | 0% | 11.01% | 2/1/2025 |
 Monster Beverage (MNST) | 0.41% | 0% | 8.23% | 8/2/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.41% | 0% | 9.16% | 10/16/2023 |
 ANSYS (ANSS) | 0.37% | 0% | 8.23% | 2/2/2024 |
 Texas Instruments (TXN) | 0.37% | 0% | 8.23% | 7/2/2024 |
 Splunk Inc (SPLK) | 0.37% | 0% | 8.51% | 7/6/2023 |
 IDEXX (IDXX) | 0.35% | 0% | 7.68% | 2/2/2024 |
 Warner Bros Discovery (WBD) | 0.33% | 0% | 8.42% | 2/1/2025 |
 GE HealthCare (GEHC) | 0.31% | 0% | 8.14% | 10/31/2024 |
 Fastenal (FAST) | 0.31% | 0% | 7.4% | 12/4/2024 |
 EA (EA) | 0.27% | 0% | 6.01% | 9/3/2024 |
 Honeywell (HON) | 0.24% | 0% | 4.9% | 2/2/2023 |
 Fox (FOXA) | 0.24% | 0% | 5.55% | 4/4/2022 |
 Verisk (VRSK) | 0.23% | 0% | 5.46% | 11/2/2023 |
 PayPal (PYPL) | 0.23% | 0% | 5.18% | 10/31/2024 |
 Walgreens (WBA) | 0.21% | 0% | 5.46% | 2/2/2024 |
 Cisco (CSCO) | 0.2% | 0% | 5% | 10/2/2023 |
 Xilinx Inc (XLNX) | 0.19% | 0% | 4.26% | 2/15/2022 |
 Illumina (ILMN) | 0.17% | 0% | 4.53% | 12/4/2024 |
 Comcast (CMCSA) | 0.14% | 0% | 3.15% | 6/5/2023 |
 Skyworks (SWKS) | 0.13% | 0% | 2.59% | 3/2/2023 |
 MicroStrategy (MSTR) | 0.12% | 0% | 2.78% | 2/1/2025 |
 Check Point (CHKP) | 0.12% | 0% | 2.96% | 4/4/2022 |
 DocuSign (DOCU) | 0.12% | 0% | 2.59% | 2/2/2023 |
 Trip.com (TCOM.CH) | 0.11% | 0% | 2.59% | 3/2/2022 |
 Incyte (INCY) | 0.11% | 0% | 2.68% | 5/3/2022 |
 AppLovin (APP) | 0.11% | 0% | 2.78% | 2/1/2025 |
 Axon (AXON) | 0.11% | 0% | 2.78% | 2/1/2025 |
 Palantir (PLTR) | 0.11% | 0% | 2.78% | 2/1/2025 |
 Lucid (LCID) | 0.1% | 0% | 2.59% | 3/2/2023 |
 Enphase (ENPH) | 0.09% | 0% | 2.78% | 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% |