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Portfolio Diversification
Range
Most Diversified
36 instruments
January 25, 2022
Least Diversified
0 instruments
November 16, 2025
Average
24.5 instruments
Most Consistent Holdings
Top 5
XYZ99.81%
NTLA99.81%
EDIT99.81%
AVOL.ZU99.81%
ADA99.81%
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 |
|---|---|---|---|---|
 CRISPR Therapeutics (CRSP) | 4.99% | 0% | 98.26% | 4/6/2026 |
 Microsoft (MSFT) | 4.84% | 0% | 79.47% | 6/24/2025 |
 Amazon (AMZN) | 4.31% | 0% | 79.92% | 6/24/2025 |
 Unity (U) | 3.98% | 7.71% | 98.45% | - |
 Itron (ITRI) | 3.44% | 0% | 53.84% | 5/14/2024 |
 Meta (META) | 3.16% | 0% | 47.06% | 1/29/2024 |
 Fintech Acquisition Corp. V (FTCV) | 2.67% | 0% | 20.85% | 12/9/2022 |
 Invesco China Technology ETF (CQQQ) | 2.49% | 0% | 34.8% | 7/19/2023 |
| Block Inc. (XYZ) | 1.95% | 3.61% | 99.81% | - |
 eBay (EBAY) | 1.93% | 0% | 79.92% | 6/24/2025 |
 AeroVironment (AVAV) | 1.87% | 0% | 49.32% | 3/4/2024 |
 Unilever (ULVR.L) | 1.66% | 0% | 79.99% | 6/25/2025 |
 Alphabet (GOOG) | 1.57% | 0% | 53.84% | 5/14/2024 |
 Asana (ASAN) | 1.43% | 2.93% | 67.85% | - |
 Twitter (TWTR) | 1.3% | 0% | 18.46% | 10/28/2022 |
 Shutterstock (SSTK) | 1.11% | 0% | 63.4% | 4/6/2026 |
 Lemonade (LMND) | 1.06% | 0% | 34.8% | 7/19/2023 |
| Intellia (NTLA) | 1.04% | 1.18% | 99.81% | - |
 Smith & Wesson (SWBI) | 1.03% | 6.08% | 40.41% | - |
| Avolta (AVOL.ZU) | 0.97% | 1.91% | 99.81% | - |
 iShares MSCI India ETF (INDA) | 0.92% | 0% | 34.8% | 7/19/2023 |
 Swatch (UHR.ZU) | 0.78% | 2.53% | 57.52% | - |
 Okta (OKTA) | 0.74% | 0% | 19.43% | 6/24/2025 |
 GitLab (GTLB) | 0.73% | 2.09% | 30.15% | - |
 Confluent (CFLT) | 0.71% | 0% | 30.79% | 3/19/2026 |
 NVIDIA (NVDA) | 0.63% | 0% | 34.73% | 6/20/2025 |
 Coupang (CPNG) | 0.63% | 0% | 34.8% | 7/19/2023 |
 Cloudflare (NET) | 0.61% | 0% | 13.94% | 6/20/2025 |
 Atlassian (TEAM) | 0.59% | 2.21% | 23.76% | - |
 EHang (EH) | 0.58% | 0% | 34.8% | 7/19/2023 |
 Zscaler (ZS) | 0.52% | 0% | 19.17% | 6/20/2025 |
| Cardano (ADA) | 0.52% | 0.45% | 99.81% | - |
| Editas (EDIT) | 0.51% | 0.4% | 99.81% | - |
 PayPal (PYPL) | 0.48% | 0.3% | 99.68% | - |
 Snapchat (SNAP) | 0.47% | 0% | 34.8% | 7/19/2023 |
 Qualcomm (QCOM) | 0.46% | 0% | 54.42% | 5/27/2024 |
 Roblox (RBLX) | 0.43% | 0% | 34.54% | 7/19/2023 |
 Palo Alto Networks (PANW) | 0.35% | 0% | 20.79% | 11/26/2024 |
 Sonova (SOON.ZU) | 0.32% | 0% | 9.17% | 12/12/2023 |
 Bitcoin (BTC) | 0.32% | 0% | 34.8% | 7/19/2023 |
 Intapp (INTA) | 0.29% | 0.82% | 30.66% | - |
 Virgin Galactic (SPCE) | 0.29% | 0% | 34.8% | 7/19/2023 |
 Berkshire Hathaway (BRK.B) | 0.29% | 0% | 11.49% | 2/15/2024 |
 Ocugen (OCGN) | 0.27% | 0% | 34.8% | 7/19/2023 |
 Apple (AAPL) | 0.27% | 0% | 28.73% | 7/20/2023 |
 Robinhood Markets Inc. (HOOD) | 0.24% | 0% | 34.8% | 7/19/2023 |
 Visa (V) | 0.17% | 0% | 6.65% | 11/26/2024 |
 Crowdstrike (CRWD) | 0.15% | 0% | 9.55% | 8/26/2024 |
 TUI AG (TUI.L) | 0.15% | 0% | 25.5% | 7/16/2024 |
 OppFi (OPFI) | 0.13% | 0% | 10.72% | 6/23/2025 |
 CyberArk (CYBR) | 0.13% | 0% | 6.65% | 6/24/2025 |
 Tencent (0700.HK) | 0.12% | 0% | 34.86% | 7/20/2023 |
 Northrop Grumman (NOC) | 0.1% | 0% | 10.85% | 6/24/2025 |
 SentinelOne (S.US) | 0.1% | 0% | 10.01% | 2/15/2024 |
 Netflix (NFLX) | 0.09% | 0% | 11.94% | 1/24/2024 |
 Micron (MU) | 0.09% | 0% | 3.29% | 9/27/2024 |
 Suez (SEV.PA) | 0.04% | 0% | 3.16% | 2/18/2022 |
 Pagaya (PGY) | 0.03% | 0% | 1.36% | 6/24/2025 |
 Fortinet (FTNT) | 0.02% | 0% | 1.36% | 12/12/2023 |
 Tesla (TSLA) | 0.01% | 0% | 2.19% | 6/23/2025 |
 Adecco (ADEN.ZU) | 0.01% | 0% | 1.29% | 8/9/2023 |
 Cato Corp-Class A (CATO) | 0.01% | 0% | 1.29% | 9/4/2024 |
 DocuSign (DOCU) | 0% | 0% | 0.19% | 1/3/2022 |
 Occidental (OXY) | 0% | 0% | 0.84% | 3/21/2022 |
 NextEra (NEE) | 0% | 0% | 0.13% | 7/21/2023 |
 Meituan (03690.HK) | 0% | 0% | 7.23% | 7/20/2023 |
 Vinci (DG.PA) | 0% | 0% | 0.06% | 7/20/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0% | 0% | 0.19% | 3/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Unity (U) | 9.95% | 11.68% |
| CRISPR Therapeutics (CRSP) | 11.64% | 7.64% |
| Asana (ASAN) | 4.97% | 5.75% |
| Confluent (CFLT) | 2.84% | 4.3% |
| Atlassian (TEAM) | 3.55% | 3.8% |
| Smith & Wesson (SWBI) | 3.55% | 3.5% |
| GitLab (GTLB) | 3.55% | 3.21% |
| Block Inc. (XYZ) | 7.11% | 3.03% |
| Swatch (UHR.ZU) | 2.13% | 2.14% |
| Avolta (AVOL.ZU) | 1.42% | 1.96% |
| Shutterstock (SSTK) | 3.55% | 1.84% |
| Intapp (INTA) | 1.42% | 1.52% |
| Intellia (NTLA) | 5.04% | 0.72% |
| Cardano (ADA) | 2.98% | 0.56% |
| PayPal (PYPL) | 0.71% | 0.32% |
| Editas (EDIT) | 2.91% | 0.25% |
Cash & Instruments Over Time
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