Portfolio Diversification
Range
Most Diversified
16 instruments
January 4, 2024
Least Diversified
0 instruments
March 28, 2023
Average
14.2 instruments
Most Consistent Holdings
Top 5
AMD97.75%
AMZN96.72%
GOOGL96.72%
ADBE95.8%
GLOB93.24%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 28, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOGL) | 9.8% | 17.35% | 96.72% | - |
| Globant (GLOB) | 7.84% | 4.49% | 93.24% | - |
| Amazon (AMZN) | 7.02% | 4.29% | 96.72% | - |
 Nagarro (NA9.DE) | 6.6% | 13.32% | 66.22% | - |
 Catalyst Pharmaceuticals (CPRX) | 6.3% | 0% | 79.32% | 7/21/2025 |
| AMD (AMD) | 5.89% | 6.27% | 97.75% | - |
| Adobe (ADBE) | 5.82% | 11.15% | 95.8% | - |
 Disney (DIS) | 5.66% | 0% | 84.54% | 7/29/2025 |
 CVS Health (CVS) | 5.52% | 4.98% | 88.33% | - |
 Coca-Cola (KO) | 5.31% | 0% | 85.67% | 7/21/2025 |
 Teleperformance (TEP.PA) | 5% | 3.25% | 71.44% | - |
 Molina (MOH) | 4.8% | 0% | 74.21% | 4/7/2025 |
 Graphic Packaging (GPK) | 4.62% | 3.97% | 90.28% | - |
 Tesla (TSLA) | 4.44% | 0% | 74% | 4/7/2025 |
 PayPal (PYPL) | 3.78% | 0% | 62.03% | 1/13/2025 |
 Novo Nordisk (NOVO-B.CO) | 2% | 6.94% | 24.77% | - |
 AT&T (T) | 1.9% | 0% | 31.22% | 2/23/2024 |
 Alkami Tech (ALKT) | 1.54% | 7.1% | 33.27% | - |
 HP (HPQ) | 1.34% | 0% | 9.42% | 6/29/2023 |
 Shopify (SHOP) | 0.98% | 0% | 6.35% | 5/30/2023 |
 Opera (OPRA) | 0.83% | 7.93% | 14.02% | - |
 Semrush (SEMR) | 0.55% | 0% | 12.69% | 11/24/2025 |
 Home Depot (HD) | 0.36% | 0% | 4.2% | 5/18/2023 |
 NVIDIA (NVDA) | 0.35% | 0% | 8.19% | 2/23/2024 |
 Progyny (PGNY) | 0.15% | 0% | 15.05% | 1/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 8.04% | 10.52% |
| Globant (GLOB) | 9.65% | 10.42% |
| Catalyst Pharmaceuticals (CPRX) | 6.7% | 9.35% |
| Amazon (AMZN) | 6.12% | 8.44% |
| Nagarro (NA9.DE) | 9.3% | 7.81% |
| Teleperformance (TEP.PA) | 11.32% | 6.91% |
| Tesla (TSLA) | 3.53% | 6.88% |
| Disney (DIS) | 5.76% | 6.06% |
| Molina (MOH) | 7.22% | 5.96% |
| Coca-Cola (KO) | 6.27% | 5.83% |
| PayPal (PYPL) | 4.77% | 5.53% |
| CVS Health (CVS) | 8.97% | 5.31% |
| Graphic Packaging (GPK) | 4.83% | 4.74% |
| Adobe (ADBE) | 5.11% | 4.63% |
| AMD (AMD) | 1.05% | 1.02% |
| Progyny (PGNY) | 1.34% | 0.93% |