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Portfolio Diversification
Range
Most Diversified
42 instruments
June 2, 2026
Least Diversified
0 instruments
April 4, 2026
Average
11.6 instruments
Most Consistent Holdings
Top 5
PYPL98.23%
ENPH96.7%
TSLA77.29%
SOFI71.5%
MSFT61.35%
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) | 17.13% | 1.56% | 98.23% | - |
| Enphase (ENPH) | 12.24% | 0.75% | 96.7% | - |
| Tesla (TSLA) | 9.62% | 1.7% | 77.29% | - |
| SoFi (SOFI) | 9.21% | 5.39% | 71.5% | - |
| Microsoft (MSFT) | 5.65% | 3.52% | 61.35% | - |
 Alphabet (GOOG) | 5.39% | 5.68% | 60.31% | - |
 Meta (META) | 3.55% | 5.83% | 42.59% | - |
 Amazon (AMZN) | 3.4% | 2.85% | 36.07% | - |
 Apple (AAPL) | 3.37% | 0% | 17.07% | 8/4/2023 |
 ASML (ASML) | 2.87% | 0% | 33.25% | 10/7/2025 |
 Zoetis (ZTS) | 2.62% | 0.89% | 42.83% | - |
 Disney (DIS) | 2.14% | 0% | 10.55% | 11/10/2023 |
 S&P Global (SPGI) | 1.73% | 0.74% | 28.99% | - |
 CRISPR Therapeutics (CRSP) | 1.57% | 0% | 20.85% | 7/22/2025 |
 Applied Materials (AMAT) | 1.45% | 0% | 17.55% | 7/22/2025 |
 Novo-Nordisk (NVO) | 1.31% | 0% | 24.24% | 1/30/2026 |
 AMD (AMD) | 1.24% | 0% | 16.18% | 6/30/2025 |
 Centene (CNC) | 1.24% | 0% | 42.51% | 6/5/2026 |
 PepsiCo (PEP) | 0.93% | 0% | 12.08% | 2/1/2024 |
 Fortinet (FTNT) | 0.75% | 0% | 21.66% | 5/6/2026 |
 Trade Desk (TTD) | 0.72% | 0.33% | 21.74% | - |
 Inchcape (INCH.L) | 0.66% | 0% | 7.33% | 4/2/2024 |
 Accenture (ACN) | 0.65% | 2.94% | 20.05% | - |
 Fiserv (FISV) | 0.58% | 1.42% | 20.05% | - |
 Celsius (CELH) | 0.5% | 0% | 8.78% | 6/5/2026 |
 Adobe (ADBE) | 0.36% | 1.44% | 24.56% | - |
 Palantir (PLTR) | 0.35% | 0% | 11.19% | 6/5/2026 |
 Open Text Corp (OTEX) | 0.33% | 1.37% | 14.73% | - |
 e.l.f. (ELF) | 0.32% | 0% | 3.78% | 12/11/2024 |
 MSCI (MSCI) | 0.29% | 0% | 18.44% | 6/3/2026 |
 Permian Resources (PR) | 0.25% | 0% | 3.38% | 1/25/2024 |
 Bitcoin (BTC) | 0.23% | 0.46% | 19.32% | - |
 Zebra (ZBRA) | 0.21% | 0% | 14.65% | 6/5/2026 |
 Check Point (CHKP) | 0.2% | 0.72% | 13.45% | - |
 Marvell (MRVL) | 0.18% | 0% | 3.54% | 10/10/2025 |
 Autodesk (ADSK) | 0.17% | 1.41% | 13.45% | - |
 Ethereum (ETH) | 0.17% | 0.37% | 16.43% | - |
 Supermicro (SMCI) | 0.17% | 0% | 3.78% | 10/16/2024 |
 Waste Connections (WCN) | 0.17% | 0% | 2.09% | 2/16/2023 |
 Insight Enterprises (NSIT.US) | 0.17% | 0% | 11.84% | 6/2/2026 |
 NetApp (NTAP) | 0.17% | 0% | 11.59% | 5/12/2026 |
 Qualys (QLYS) | 0.13% | 0% | 4.59% | 6/2/2026 |
 Carlisle (CSL) | 0.13% | 0% | 7.89% | 1/14/2026 |
 Roper (ROP) | 0.1% | 2.54% | 3.3% | - |
 PTC (PTC) | 0.09% | 1.67% | 3.3% | - |
 Intuit (INTU) | 0.09% | 2.75% | 3.3% | - |
 Booking (BKNG) | 0.09% | 0.9% | 3.3% | - |
 NVIDIA (NVDA) | 0.09% | 1.92% | 4.91% | - |
 dLocal (DLO) | 0.08% | 2.23% | 3.46% | - |
 Visa (V) | 0.08% | 0.92% | 5.39% | - |
 Eli Lilly (LLY) | 0.07% | 0% | 3.38% | 10/2/2025 |
 GoDaddy (GDDY) | 0.05% | 1.61% | 3.46% | - |
 Atour (ATAT) | 0.04% | 2.42% | 1.85% | - |
 Gartner (IT) | 0.04% | 0% | 2.58% | 1/2/2026 |
 Halozyme (HALO) | 0.04% | 2.66% | 1.77% | - |
 Jack Henry (JKHY) | 0.03% | 0.77% | 1.93% | - |
 Bigbear.Ai (BBAI) | 0.03% | 0% | 2.25% | 5/28/2026 |
 CONSOL Energy (CNR) | 0.03% | 0% | 0.56% | 2/8/2023 |
 Insulet (PODD) | 0.02% | 3.51% | 1.21% | - |
 Mimedx (MDXG) | 0.02% | 2.69% | 1.77% | - |
 Kinsale (KNSL) | 0.02% | 1.75% | 1.77% | - |
 Doximity (DOCS) | 0.01% | 0% | 0.89% | 6/2/2026 |
 Amphastar (AMPH) | 0.01% | 2.71% | 0.4% | - |
 Salesforce (CRM) | 0% | 1.63% | 0.32% | - |
 Sprinklr (CXM) | 0% | 0.81% | 0.32% | - |
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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