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Portfolio Diversification
Range
Most Diversified
43 instruments
July 3, 2026
Least Diversified
0 instruments
April 4, 2026
Average
12.6 instruments
Most Consistent Holdings
Top 5
PYPL98.14%
ENPH96.66%
TSLA77.95%
SOFI72.36%
MSFT62.58%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| PayPal (PYPL) | 16.6% | 2.72% | 98.14% | - |
| Enphase (ENPH) | 11.84% | 0.84% | 96.66% | - |
| Tesla (TSLA) | 9.41% | 3.85% | 77.95% | - |
| SoFi (SOFI) | 9.1% | 6.17% | 72.36% | - |
| Microsoft (MSFT) | 5.59% | 4.03% | 62.58% | - |
 Alphabet (GOOG) | 5.38% | 5.07% | 61.57% | - |
 Meta (META) | 3.62% | 5.91% | 44.49% | - |
 Amazon (AMZN) | 3.38% | 2.68% | 38.2% | - |
 Apple (AAPL) | 3.25% | 0% | 16.46% | 8/4/2023 |
 ASML (ASML) | 2.76% | 0% | 32.07% | 10/7/2025 |
 Zoetis (ZTS) | 2.58% | 1.51% | 44.72% | - |
 Disney (DIS) | 2.06% | 0% | 10.17% | 11/10/2023 |
 S&P Global (SPGI) | 1.77% | 2.9% | 31.37% | - |
 CRISPR Therapeutics (CRSP) | 1.51% | 0% | 20.11% | 7/22/2025 |
 Applied Materials (AMAT) | 1.4% | 0% | 16.93% | 7/22/2025 |
 Novo-Nordisk (NVO) | 1.26% | 0% | 23.37% | 1/30/2026 |
 AMD (AMD) | 1.2% | 0% | 15.61% | 6/30/2025 |
 Centene (CNC) | 1.19% | 0% | 41.15% | 6/9/2026 |
 PepsiCo (PEP) | 0.89% | 0% | 11.65% | 2/1/2024 |
 Accenture (ACN) | 0.72% | 2.82% | 22.75% | - |
 Trade Desk (TTD) | 0.72% | 0.89% | 24.38% | - |
 Fortinet (FTNT) | 0.72% | 0% | 20.89% | 5/6/2026 |
 Inchcape (INCH.L) | 0.64% | 0% | 7.07% | 4/2/2024 |
 Fiserv (FISV) | 0.6% | 1.24% | 22.75% | - |
 Celsius (CELH) | 0.54% | 1.47% | 11.72% | - |
 Palantir (PLTR) | 0.39% | 1.61% | 14.05% | - |
 Adobe (ADBE) | 0.39% | 1.22% | 27.1% | - |
 Open Text Corp (OTEX) | 0.36% | 1.27% | 17.62% | - |
 e.l.f. (ELF) | 0.31% | 0% | 3.65% | 12/11/2024 |
 MSCI (MSCI) | 0.28% | 0% | 17.78% | 6/3/2026 |
 Bitcoin (BTC) | 0.26% | 1.33% | 22.05% | - |
 Permian Resources (PR) | 0.24% | 0% | 3.26% | 1/25/2024 |
 Roper (ROP) | 0.24% | 4.1% | 6.6% | - |
 Autodesk (ADSK) | 0.24% | 2.81% | 16.38% | - |
 Zebra (ZBRA) | 0.23% | 0.82% | 17.39% | - |
 Check Point (CHKP) | 0.22% | 0.65% | 16.38% | - |
 Booking (BKNG) | 0.2% | 3.49% | 6.6% | - |
 dLocal (DLO) | 0.2% | 3.72% | 6.75% | - |
 PTC (PTC) | 0.18% | 2.72% | 6.6% | - |
 Ethereum (ETH) | 0.18% | 0.43% | 19.25% | - |
 NVIDIA (NVDA) | 0.18% | 3.34% | 8.15% | - |
 Marvell (MRVL) | 0.17% | 0% | 3.42% | 10/10/2025 |
 Intuit (INTU) | 0.17% | 2.49% | 6.6% | - |
 Supermicro (SMCI) | 0.17% | 0% | 3.65% | 10/16/2024 |
 Waste Connections (WCN) | 0.17% | 0% | 2.02% | 2/16/2023 |
 Atour (ATAT) | 0.17% | 3.49% | 5.2% | - |
 Insight Enterprises (NSIT.US) | 0.17% | 0% | 11.41% | 6/2/2026 |
 NetApp (NTAP) | 0.17% | 0% | 11.18% | 5/12/2026 |
 Insulet (PODD) | 0.14% | 3.49% | 4.58% | - |
 Mimedx (MDXG) | 0.13% | 1.94% | 5.12% | - |
 GoDaddy (GDDY) | 0.13% | 2.46% | 6.75% | - |
 Qualys (QLYS) | 0.12% | 0% | 4.43% | 6/2/2026 |
 Carlisle (CSL) | 0.12% | 0% | 7.61% | 1/14/2026 |
 Visa (V) | 0.1% | 0.95% | 8.62% | - |
 Halozyme (HALO) | 0.1% | 0% | 3.57% | 7/1/2026 |
 Amphastar (AMPH) | 0.1% | 2.52% | 3.8% | - |
 Kinsale (KNSL) | 0.09% | 0% | 4.19% | 7/9/2026 |
 Jack Henry (JKHY) | 0.08% | 1.63% | 5.2% | - |
 Salesforce (CRM) | 0.07% | 3.05% | 3.73% | - |
 Sprinklr (CXM) | 0.07% | 2.52% | 3.65% | - |
 Eli Lilly (LLY) | 0.06% | 0% | 3.26% | 10/2/2025 |
 Gartner (IT) | 0.04% | 0% | 2.48% | 1/2/2026 |
 Doximity (DOCS) | 0.03% | 0.83% | 3.96% | - |
 Bigbear.Ai (BBAI) | 0.03% | 0% | 2.17% | 5/28/2026 |
 CONSOL Energy (CNR) | 0.03% | 0% | 0.54% | 2/8/2023 |
 Zeta Global (ZETA.US) | 0.03% | 0.83% | 3.11% | - |
 Klaviyo (KVYO) | 0.01% | 0.86% | 1.55% | - |
 Aviat (AVNW) | 0.01% | 0.74% | 1.55% | - |
 Netflix (NFLX) | 0.01% | 0.73% | 0.93% | - |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0.54% | 7/9/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 9.83% | 9.81% |
| Alphabet (GOOG) | 4.91% | 8.81% |
| Tesla (TSLA) | 4.24% | 8.79% |
| SoFi (SOFI) | 2.46% | 7.34% |
| Novo-Nordisk (NVO) | 6.55% | 5.53% |
| Microsoft (MSFT) | 4.91% | 5.52% |
| PayPal (PYPL) | 6.55% | 5.47% |
| S&P Global (SPGI) | 4.92% | 4.95% |
| Zoetis (ZTS) | 6.55% | 4.85% |
| Amazon (AMZN) | 4.92% | 4.83% |
| Trade Desk (TTD) | 4.92% | 3.55% |
| Accenture (ACN) | 3.28% | 3.36% |
| Fiserv (FISV) | 4.92% | 3.17% |
| Fortinet (FTNT) | 3.28% | 3.16% |
| Enphase (ENPH) | 7.19% | 2.72% |
| Check Point (CHKP) | 1.93% | 1.78% |
| Gartner (IT) | 1.64% | 1.66% |
| MSCI (MSCI) | 1.64% | 1.6% |
| Autodesk (ADSK) | 1.64% | 1.54% |
| Adobe (ADBE) | 1.64% | 1.53% |
| Open Text Corp (OTEX) | 1.64% | 1.48% |
| Carlisle (CSL) | 1.64% | 1.48% |
| Zebra (ZBRA) | 1.64% | 1.48% |
| NetApp (NTAP) | 1.64% | 1.48% |
| Ethereum (ETH) | 1.64% | 1.26% |
| Bitcoin (BTC) | 1.64% | 1.19% |
| Centene (CNC) | 1.64% | 1.05% |
Cash & Instruments Over Time
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