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Portfolio Diversification
Range
Most Diversified
46 instruments
August 30, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24 instruments
Most Consistent Holdings
Top 5
CRM86.53%
VRTX76.83%
GOOG69.63%
PYPL65.56%
TSM59.06%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 8.35% | 0% | 69.63% | 9/3/2025 |
| PayPal (PYPL) | 5.78% | 0% | 65.56% | 7/22/2026 |
 MINISO (MNSO) | 5.36% | 8.91% | 56.45% | - |
 Microsoft (MSFT) | 5% | 0% | 44.08% | 2/28/2024 |
 AMD (AMD) | 4.77% | 26.9% | 37.57% | - |
 Concentrix (CNXC) | 4.48% | 0% | 53.43% | 10/13/2025 |
| TSMC (TSM) | 4.3% | 0% | 59.06% | 12/30/2024 |
 Apple (AAPL) | 4.03% | 0% | 49.25% | 5/29/2024 |
 TransMedics (TMDX) | 3.5% | 8.52% | 37.34% | - |
 Crocs (CROX) | 3.18% | 0% | 49.77% | 12/11/2025 |
| Salesforce (CRM) | 2.89% | 4.16% | 86.53% | - |
 Teleperformance (TEP.PA) | 2.8% | 0% | 32.4% | 6/26/2025 |
 Home Depot (HD) | 2.53% | 0% | 35.31% | 2/28/2024 |
 Berkshire Hathaway (BRK.B) | 2.45% | 0% | 44.08% | 2/28/2024 |
 Kinsale (KNSL) | 2.31% | 5.42% | 49.48% | - |
 Evolution (EVO.ST) | 2.19% | 6.47% | 37.11% | - |
 UnitedHealth (UNH) | 2.15% | 4.42% | 34.49% | - |
| Vertex (VRTX) | 2.04% | 2.68% | 76.83% | - |
 Vanguard S&P 500 ETF (VOO) | 1.71% | 0% | 24.85% | 3/29/2023 |
 Nagarro (NA9.DE) | 1.69% | 0% | 28.51% | 4/28/2025 |
 JD.com (JD.US) | 1.47% | 0% | 37.22% | 2/5/2025 |
 Intuit (INTU) | 1.45% | 0% | 41.29% | 2/28/2024 |
 LVMH (MC.PA) | 1.32% | 1.66% | 57.61% | - |
 Novo-Nordisk (NVO) | 1.25% | 4.28% | 27.47% | - |
 Alibaba (BABA) | 1.23% | 0% | 55.28% | 2/5/2025 |
 Starbucks (SBUX) | 1.02% | 0% | 49.36% | 9/10/2024 |
 Adidas (ADS.DE) | 1.01% | 0% | 46.4% | 1/14/2025 |
 Nike (NKE) | 0.86% | 0% | 49.42% | 2/21/2025 |
 Walmart (WMT) | 0.84% | 0% | 24.74% | 3/27/2023 |
 Amazon (AMZN) | 0.79% | 0% | 55.69% | 10/29/2024 |
 Brown & Brown (BRO) | 0.78% | 3.52% | 21.78% | - |
 C.H. Robinson (CHRW) | 0.74% | 0% | 21.6% | 5/15/2023 |
 Sanlorenzo (SL.MI) | 0.73% | 3.08% | 22.53% | - |
 Coca-Cola (KO) | 0.7% | 0% | 24.74% | 3/27/2023 |
 Inter Parfums (IPAR) | 0.68% | 3.53% | 21.72% | - |
 Crowdstrike (CRWD) | 0.64% | 0% | 36.06% | 11/30/2023 |
 Payoneer (PAYO) | 0.61% | 0% | 53.25% | 8/6/2024 |
 Baidu (BIDU) | 0.61% | 0% | 54.88% | 9/3/2024 |
 Linde (LIN) | 0.48% | 0% | 22.94% | 9/5/2023 |
 Costco (COST) | 0.46% | 0% | 32.87% | 12/19/2023 |
 Ferrari (RACE) | 0.44% | 2.12% | 20.91% | - |
 Shopify (SHOP) | 0.42% | 0% | 23.4% | 5/4/2023 |
 Phinia (PHIN) | 0.42% | 0% | 17.94% | 6/7/2024 |
 Esquire Financial (ESQ) | 0.42% | 1.9% | 22.47% | - |
 Adobe (ADBE) | 0.41% | 2.03% | 18.41% | - |
 NVIDIA (NVDA) | 0.4% | 0% | 10.57% | 7/29/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 0.36% | 0% | 24.85% | 3/29/2023 |
 Occidental (OXY) | 0.35% | 0% | 11.32% | 2/14/2023 |
 Chevron (CVX.US) | 0.34% | 0% | 9.47% | 1/12/2023 |
 Ally (ALLY) | 0.33% | 0% | 26.77% | 12/29/2023 |
 Cloudflare (NET) | 0.27% | 0% | 24.45% | 6/26/2023 |
 Corsair (CRSR) | 0.25% | 0% | 23.58% | 3/6/2023 |
 Microsoft (MSFT.RTH) | 0.25% | 2.12% | 13.53% | - |
 Pfizer (PFE) | 0.24% | 0% | 20.44% | 6/13/2023 |
 ASML (ASML) | 0.24% | 0% | 27.82% | 10/15/2025 |
 Amazon (AMZN.RTH) | 0.23% | 1.74% | 13.53% | - |
 Salesforce Inc (CRM.RTH) | 0.22% | 1.93% | 13.01% | - |
 GM (GM) | 0.2% | 0% | 36.41% | 10/19/2023 |
 FedEx (FDX) | 0.19% | 0% | 19.16% | 5/31/2023 |
 Sea (SE) | 0.18% | 0% | 14.11% | 11/14/2022 |
 Alphabet (GOOGL) | 0.18% | 0% | 23.75% | 7/7/2023 |
 Citi (C) | 0.16% | 0% | 14.11% | 3/3/2023 |
 PDD Holdings (PDD) | 0.15% | 0% | 6.62% | 10/11/2023 |
 Tencent Music (TME) | 0.14% | 0% | 37.92% | 11/14/2023 |
 Twilio (TWLO) | 0.13% | 0% | 27.41% | 6/30/2023 |
 Meituan (03690.HK) | 0.13% | 0% | 17.02% | 11/4/2022 |
 ExxonMobil (XOM) | 0.12% | 0% | 6.5% | 1/11/2023 |
 Bank of America (BAC) | 0.11% | 0% | 30.72% | 12/20/2023 |
 Moody's (MCO) | 0.11% | 0% | 15.8% | 3/29/2023 |
 Trade Desk (TTD) | 0.11% | 0% | 12.25% | 9/28/2022 |
 UiPath (PATH) | 0.09% | 0% | 30.2% | 6/30/2023 |
 Coursera (COUR) | 0.09% | 0% | 13.94% | 9/1/2022 |
 Procter & Gamble (PG) | 0.08% | 0% | 12.49% | 3/29/2023 |
 Airbnb (ABNB) | 0.06% | 0% | 2.38% | 2/10/2022 |
 Paramount (PSKY) | 0.05% | 0% | 17.89% | 5/9/2023 |
 Markel (MKL) | 0.03% | 0% | 5.46% | 9/21/2022 |
| 0.03% | 0% | 2.21% | 7/14/2026 | |
 Oscar Health (OSCR) | 0.01% | 0% | 0.7% | 7/30/2025 |
 Bitcoin (BTC) | 0% | 0% | 0.29% | 11/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| TransMedics (TMDX) | 10.7% | 13.02% |
| PayPal (PYPL) | 14.78% | 12.09% |
| AMD (AMD) | 6.54% | 11.17% |
| MINISO (MNSO) | 8.71% | 8.96% |
| UnitedHealth (UNH) | 8.33% | 8.38% |
| Kinsale (KNSL) | 6.79% | 6.06% |
| Novo-Nordisk (NVO) | 6.74% | 5.87% |
| Evolution (EVO.ST) | 7.49% | 5.13% |
| Salesforce (CRM) | 4.8% | 4.85% |
| Brown & Brown (BRO) | 5% | 4.27% |
| LVMH (MC.PA) | 3.08% | 2.98% |
| Adobe (ADBE) | 2.87% | 2.96% |
| Sanlorenzo (SL.MI) | 3.58% | 2.87% |
| Inter Parfums (IPAR) | 3.38% | 2.75% |
| Vertex (VRTX) | 2.26% | 2.56% |
| Ferrari (RACE) | 2.27% | 2.08% |
| Esquire Financial (ESQ) | 1.79% | 1.72% |
Cash & Instruments Over Time
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