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Portfolio Diversification
Range
Most Diversified
16 instruments
February 21, 2025
Least Diversified
0 instruments
January 21, 2025
Average
9.5 instruments
Most Consistent Holdings
Top 5
ADBE68.27%
PATH54.27%
SEZL53.83%
NVO45.95%
CPRT45.73%
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) | 7.96% | 9.34% | 68.27% | - |
| Sezzle (SEZL) | 7.74% | 8.29% | 53.83% | - |
| UiPath (PATH) | 4.81% | 0% | 54.27% | 10/9/2025 |
| Novo-Nordisk (NVO) | 4.38% | 5.79% | 45.95% | - |
| Copart (CPRT) | 4.07% | 3.86% | 45.73% | - |
 MicroStrategy (MSTR) | 3.66% | 5.94% | 43.98% | - |
 Alphabet (GOOG) | 3.23% | 0% | 36.98% | 8/6/2025 |
 Broadcom (AVGO) | 2.67% | 0% | 25.38% | 5/28/2025 |
 BioMarin (BMRN) | 2.62% | 0% | 28.23% | 2/13/2026 |
 Tesla (TSLA) | 2.61% | 0% | 22.54% | 8/4/2025 |
 Hims & Hers (HIMS) | 2.59% | 0% | 27.35% | 3/9/2026 |
 Ulta (ULTA) | 2.49% | 0% | 23.85% | 5/12/2025 |
 Alibaba (BABA) | 2.43% | 0% | 20.13% | 8/25/2025 |
 Okta (OKTA) | 2.42% | 0% | 25.6% | 12/12/2025 |
 ServiceNow Inc (NOW.RTH) | 2.22% | 6.94% | 27.57% | - |
 Oracle Corporation (ORCL.RTH) | 1.95% | 6.86% | 27.57% | - |
 Zeta Global (ZETA) | 1.9% | 5.14% | 27.79% | - |
 AMD (AMD) | 1.8% | 0% | 29.54% | 6/16/2025 |
 Shopify (SHOP) | 1.73% | 0% | 31.51% | 7/3/2025 |
 Salesforce (CRM) | 1.71% | 0% | 19.26% | 12/12/2025 |
 ServiceNow (NOW) | 1.67% | 0% | 21.88% | 5/12/2025 |
 Oracle (ORCL) | 1.56% | 0% | 28.67% | 6/9/2025 |
 Microsoft (MSFT) | 1.45% | 0% | 18.16% | 5/12/2025 |
 TransMedics (TMDX) | 1.42% | 0% | 21.44% | 5/12/2025 |
 Eli Lilly (LLY) | 1.38% | 0% | 12.69% | 9/16/2025 |
 MicroStrategy Incorporated (MSTR.RTH) | 0.88% | 2.17% | 27.13% | - |
 PDD Holdings (PDD) | 0.87% | 0% | 8.32% | 7/3/2025 |
 Innodata (INOD) | 0.78% | 0% | 12.69% | 9/8/2025 |
 Catalyst Pharmaceuticals (CPRX) | 0.63% | 0% | 13.35% | 10/1/2025 |
 Deckers (DECK) | 0.61% | 0% | 10.5% | 12/12/2025 |
 Apple (AAPL) | 0.6% | 0% | 6.56% | 7/3/2025 |
 Trade Desk Inc (TTD.RTH) | 0.58% | 3.35% | 8.97% | - |
 e.l.f. (ELF) | 0.51% | 4.06% | 9.19% | - |
 Salesforce Inc (CRM.RTH) | 0.49% | 3.3% | 8.97% | - |
 Wix (WIX) | 0.44% | 0% | 9.19% | 3/9/2026 |
 Intel (INTC) | 0.41% | 0% | 4.81% | 2/14/2025 |
 Synopsys (SNPS) | 0.36% | 0% | 3.72% | 7/3/2025 |
 Supermicro (SMCI.RTH) | 0.35% | 0% | 9.41% | 2/12/2026 |
 Uber (UBER) | 0.27% | 0% | 2.84% | 2/14/2025 |
 SPDR Gold (GLD) | 0.23% | 0% | 1.97% | 6/23/2025 |
 SkyWater (SKYT) | 0.18% | 0% | 5.03% | 2/26/2025 |
 CoreWeave Inc (CRWV.RTH) | 0.17% | 0% | 5.03% | 1/16/2026 |
 CoreWeave Inc (CRWV) | 0.13% | 0% | 3.72% | 12/12/2025 |
 Semtech (SMTC) | 0.12% | 0% | 3.5% | 2/26/2025 |
 Duolingo (DUOL) | 0.06% | 0% | 0.66% | 8/1/2025 |
 Cleanspark (CLSK) | 0.06% | 0% | 1.31% | 6/9/2025 |
 Amazon (AMZN) | 0.04% | 0% | 1.09% | 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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