Portfolio Diversification
Range
Most Diversified
16 instruments
February 21, 2025
Least Diversified
0 instruments
January 21, 2025
Average
11.1 instruments
Most Consistent Holdings
Top 5
AMD96.63%
ULTA96.63%
ORCL89.89%
AVGO86.52%
NOW86.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 21, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Ulta (ULTA) | 9.85% | 11.75% | 96.63% | - |
| Broadcom (AVGO) | 9.19% | 13.13% | 86.52% | - |
 Tesla (TSLA) | 8.87% | 14.92% | 68.54% | - |
 UiPath (PATH) | 6.78% | 8.98% | 84.27% | - |
| AMD (AMD) | 6.62% | 5.96% | 96.63% | - |
| ServiceNow (NOW) | 6.46% | 7.53% | 86.52% | - |
 Alphabet (GOOG) | 6.16% | 9.49% | 67.42% | - |
 Microsoft (MSFT) | 5.35% | 8.19% | 67.42% | - |
 TransMedics (TMDX) | 5.25% | 8.11% | 84.27% | - |
| Oracle (ORCL) | 4.94% | 5.37% | 89.89% | - |
 Shopify (SHOP) | 4.73% | 6.54% | 77.53% | - |
 PDD Holdings (PDD) | 2.18% | 0% | 10.11% | 1/31/2025 |
 Intel (INTC) | 2.12% | 0% | 24.72% | 2/14/2025 |
 Catalyst Pharmaceuticals (CPRX) | 1.84% | 0% | 39.33% | 2/27/2025 |
 Uber (UBER) | 1.38% | 0% | 14.61% | 2/14/2025 |
 Eli Lilly (LLY) | 1.09% | 0% | 10.11% | 1/31/2025 |
 Apple (AAPL) | 1.06% | 0% | 10.11% | 1/31/2025 |
 Adobe (ADBE) | 1.03% | 0% | 10.11% | 1/31/2025 |
 SkyWater (SKYT) | 0.92% | 0% | 25.84% | 2/26/2025 |
 Alibaba (BABA) | 0.92% | 0% | 12.36% | 2/14/2025 |
 Hims & Hers (HIMS) | 0.75% | 0% | 10.11% | 1/31/2025 |
 Semtech (SMTC) | 0.61% | 0% | 17.98% | 2/26/2025 |
 MicroStrategy (MSTR) | 0.48% | 0% | 12.36% | 3/3/2025 |
 Innodata (INOD) | 0.19% | 0% | 6.74% | 2/26/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.