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Portfolio Diversification
Range
Most Diversified
16 instruments
February 21, 2025
Least Diversified
0 instruments
January 21, 2025
Average
9.2 instruments
Most Consistent Holdings
Top 5
ADBE65.21%
PATH60.34%
SEZL49.15%
GOOG41.12%
NVO40.39%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 21, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Adobe (ADBE) | 7.52% | 14.08% | 65.21% | - |
| Sezzle (SEZL) | 7.11% | 15.11% | 49.15% | - |
| UiPath (PATH) | 5.34% | 0% | 60.34% | 10/9/2025 |
| Novo-Nordisk (NVO) | 3.89% | 8.08% | 40.39% | - |
 Copart (CPRT) | 3.87% | 6.71% | 40.15% | - |
| Alphabet (GOOG) | 3.59% | 0% | 41.12% | 8/6/2025 |
 MicroStrategy (MSTR) | 3.22% | 7.64% | 38.2% | - |
 Broadcom (AVGO) | 2.97% | 0% | 28.22% | 5/28/2025 |
 BioMarin (BMRN) | 2.91% | 0% | 31.39% | 2/13/2026 |
 Tesla (TSLA) | 2.9% | 0% | 25.06% | 8/4/2025 |
 Hims & Hers (HIMS) | 2.82% | 11.76% | 29.93% | - |
 Ulta (ULTA) | 2.77% | 0% | 26.52% | 5/12/2025 |
 Alibaba (BABA) | 2.7% | 0% | 22.38% | 8/25/2025 |
 Okta (OKTA) | 2.7% | 0% | 28.47% | 12/12/2025 |
 AMD (AMD) | 2% | 0% | 32.85% | 6/16/2025 |
 Shopify (SHOP) | 1.93% | 0% | 35.04% | 7/3/2025 |
 Salesforce (CRM) | 1.9% | 0% | 21.41% | 12/12/2025 |
 ServiceNow (NOW) | 1.85% | 0% | 24.33% | 5/12/2025 |
 Oracle (ORCL) | 1.74% | 0% | 31.87% | 6/9/2025 |
 Microsoft (MSFT) | 1.62% | 0% | 20.19% | 5/12/2025 |
 TransMedics (TMDX) | 1.57% | 0% | 23.84% | 5/12/2025 |
 Eli Lilly (LLY) | 1.54% | 0% | 14.11% | 9/16/2025 |
 ServiceNow Inc (NOW.RTH) | 1.4% | 11.75% | 19.95% | - |
 Zeta Global (ZETA) | 1.3% | 8.53% | 20.19% | - |
 Oracle Corporation (ORCL.RTH) | 1.2% | 6.96% | 19.95% | - |
 PDD Holdings (PDD) | 0.97% | 0% | 9.25% | 7/3/2025 |
 Innodata (INOD) | 0.87% | 0% | 14.11% | 9/8/2025 |
 Catalyst Pharmaceuticals (CPRX) | 0.7% | 0% | 14.84% | 10/1/2025 |
 Deckers (DECK) | 0.68% | 0% | 11.68% | 12/12/2025 |
 Apple (AAPL) | 0.67% | 0% | 7.3% | 7/3/2025 |
 MicroStrategy Incorporated (MSTR.RTH) | 0.63% | 3.2% | 19.46% | - |
 Wix (WIX) | 0.46% | 6.16% | 9.73% | - |
 Intel (INTC) | 0.46% | 0% | 5.35% | 2/14/2025 |
 Synopsys (SNPS) | 0.4% | 0% | 4.14% | 7/3/2025 |
 Supermicro (SMCI.RTH) | 0.39% | 0% | 10.46% | 2/12/2026 |
 Uber (UBER) | 0.3% | 0% | 3.16% | 2/14/2025 |
 SPDR Gold (GLD) | 0.26% | 0% | 2.19% | 6/23/2025 |
 SkyWater (SKYT) | 0.2% | 0% | 5.6% | 2/26/2025 |
 CoreWeave Inc (CRWV.RTH) | 0.19% | 0% | 5.6% | 1/16/2026 |
 CoreWeave Inc (CRWV) | 0.14% | 0% | 4.14% | 12/12/2025 |
 Semtech (SMTC) | 0.13% | 0% | 3.89% | 2/26/2025 |
 Duolingo (DUOL) | 0.07% | 0% | 0.73% | 8/1/2025 |
 Cleanspark (CLSK) | 0.07% | 0% | 1.46% | 6/9/2025 |
 Amazon (AMZN) | 0.04% | 0% | 1.22% | 8/6/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Sezzle (SEZL) | 16.61% | 14.86% |
| Adobe (ADBE) | 11.94% | 12.97% |
| Novo-Nordisk (NVO) | 9.86% | 10.58% |
| BioMarin (BMRN) | 8.7% | 10.57% |
| Copart (CPRT) | 10.24% | 9.96% |
| MicroStrategy (MSTR) | 11.63% | 6.38% |
| Oracle Corporation (ORCL.RTH) | 5.08% | 5.95% |
| Hims & Hers (HIMS) | 5.08% | 5.36% |
| Zeta Global (ZETA) | 4.31% | 5.32% |
| ServiceNow Inc (NOW.RTH) | 3.85% | 4.26% |
| CoreWeave Inc (CRWV.RTH) | 2.85% | 3.11% |
| MicroStrategy Incorporated (MSTR.RTH) | 2.93% | 3.04% |
| Supermicro (SMCI.RTH) | 2.7% | 2.96% |
Cash & Instruments Over Time
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