Portfolio Diversification
Range
Most Diversified
48 instruments
June 15, 2023
Least Diversified
0 instruments
February 2, 2025
Average
43.8 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
MSFT99.91%
AMZN99.91%
NVDA99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 16.27% | 0% | 99.91% | 2/1/2025 |
 Enphase (ENPH) | 9.32% | 0% | 99.91% | 2/1/2025 |
 Trade Desk (TTD) | 5.93% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 4.92% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 4.39% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 3.7% | 0% | 99.91% | 2/1/2025 |
 Salesforce (CRM) | 3.62% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 3.46% | 0% | 99.91% | 2/1/2025 |
 ServiceNow (NOW) | 3.4% | 0% | 99.91% | 2/1/2025 |
 Shopify (SHOP) | 2.87% | 0% | 99.91% | 2/1/2025 |
 Synopsys (SNPS) | 2.61% | 0% | 99.91% | 2/1/2025 |
 Block Inc. (XYZ) | 2.51% | 0% | 99.91% | 2/1/2025 |
 ON Semiconductor (ON) | 2.22% | 0% | 99.91% | 2/1/2025 |
 Workday (WDAY) | 1.94% | 0% | 99.91% | 2/1/2025 |
 Palantir (PLTR) | 1.75% | 0% | 99.91% | 2/1/2025 |
 Intuit (INTU) | 1.66% | 0% | 99.91% | 2/1/2025 |
 DocuSign (DOCU) | 1.61% | 0% | 99.91% | 2/1/2025 |
 Crowdstrike (CRWD) | 1.43% | 0% | 99.91% | 2/1/2025 |
 Veeva (VEEV) | 1.4% | 0% | 99.82% | 2/1/2025 |
 JD.com (JD.US) | 1.38% | 0% | 96.53% | 12/26/2024 |
 Airbnb (ABNB) | 1.37% | 0% | 99.91% | 2/1/2025 |
 PayPal (PYPL) | 1.24% | 0% | 99.82% | 2/1/2025 |
 Beyond (BYON) | 1.24% | 0% | 96.53% | 12/26/2024 |
 Intuitive Surgical (ISRG) | 1.09% | 0% | 99.91% | 2/1/2025 |
 Okta (OKTA) | 1.07% | 0% | 99.82% | 2/1/2025 |
 Fortinet (FTNT) | 0.97% | 0% | 99.91% | 2/1/2025 |
 HubSpot (HUBS) | 0.9% | 0% | 99.91% | 2/1/2025 |
 Meta (META) | 0.84% | 0% | 63.78% | 2/1/2025 |
 Nio (NIO) | 0.82% | 0% | 96.53% | 12/26/2024 |
 Netflix (NFLX) | 0.82% | 0% | 63.96% | 2/1/2025 |
 Broadcom (AVGO) | 0.81% | 0% | 54.56% | 2/1/2025 |
 Axon (AXON) | 0.74% | 0% | 54.74% | 2/1/2025 |
 Twilio (TWLO) | 0.67% | 0% | 99.82% | 2/1/2025 |
 LivePerson (LPSN) | 0.66% | 0% | 76.92% | 5/23/2024 |
 Tesla (TSLA) | 0.63% | 0% | 54.01% | 2/1/2025 |
 Sunrun (RUN) | 0.6% | 0% | 99.82% | 2/1/2025 |
 Alibaba (BABA) | 0.56% | 0% | 99.91% | 2/1/2025 |
 Upwork (UPWK) | 0.5% | 0% | 99.82% | 2/1/2025 |
 Zoom (ZM) | 0.46% | 0% | 99.82% | 2/1/2025 |
 Stitch Fix (SFIX) | 0.45% | 0% | 76.92% | 5/23/2024 |
 Dynatrace (DT) | 0.45% | 0% | 54.74% | 2/1/2025 |
 Teladoc (TDOC) | 0.4% | 0% | 76.92% | 5/23/2024 |
 Etsy (ETSY) | 0.39% | 0% | 76.82% | 5/23/2024 |
 Riot (RIOT) | 0.34% | 0% | 99.73% | 2/1/2025 |
 Roku (ROKU) | 0.28% | 0% | 76.92% | 5/23/2024 |
 Digital Turbine (APPS) | 0.22% | 0% | 76.82% | 5/23/2024 |
 RingCentral (RNG) | 0.18% | 0% | 76.92% | 5/23/2024 |
 StoneCo (STNE) | 0.16% | 0% | 87.77% | 9/20/2024 |
 Nuance Communications (NUAN) | 0.06% | 0% | 5.93% | 3/7/2022 |
 Pegasystems (PEGA) | 0.02% | 0% | 5.57% | 2/1/2025 |
 AeroVironment (AVAV) | 0.02% | 0% | 5.47% | 2/1/2025 |
 Innodata (INOD) | 0.01% | 0% | 3.38% | 2/1/2025 |
 Li Auto (LI) | 0.01% | 0% | 3.28% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 5.21% | 28.67% |
| Trade Desk (TTD) | 3.53% | 6.24% |
| Palantir (PLTR) | 1.93% | 4.8% |
| Apple (AAPL) | 3.72% | 4.54% |
| ServiceNow (NOW) | 4.5% | 4.3% |
| Alphabet (GOOG) | 4.54% | 4.18% |
| Amazon (AMZN) | 4.46% | 3.76% |
| Salesforce (CRM) | 5.21% | 3.65% |
| Shopify (SHOP) | 3.97% | 3.36% |
| Microsoft (MSFT) | 4.46% | 3.1% |
| Enphase (ENPH) | 5.47% | 2.54% |
| Broadcom (AVGO) | 2.25% | 2.29% |
| Synopsys (SNPS) | 2.93% | 2.11% |
| Axon (AXON) | 1.49% | 1.94% |
| Block Inc. (XYZ) | 3.72% | 1.89% |
| Crowdstrike (CRWD) | 2.6% | 1.78% |
| Workday (WDAY) | 2.97% | 1.53% |
| DocuSign (DOCU) | 3.61% | 1.49% |
| Tesla (TSLA) | 2.23% | 1.47% |
| Fortinet (FTNT) | 2.18% | 1.44% |
| ON Semiconductor (ON) | 2.67% | 1.39% |
| Intuit (INTU) | 2.23% | 1.35% |
| Meta (META) | 1.49% | 1.35% |
| Netflix (NFLX) | 1.49% | 1.28% |
| Intuitive Surgical (ISRG) | 1.49% | 1.17% |
| Veeva (VEEV) | 2.21% | 0.99% |
| Airbnb (ABNB) | 2.23% | 0.91% |
| HubSpot (HUBS) | 1.49% | 0.88% |
| PayPal (PYPL) | 2.08% | 0.86% |
| Okta (OKTA) | 1.84% | 0.74% |
| Dynatrace (DT) | 1.49% | 0.65% |
| Twilio (TWLO) | 1.32% | 0.54% |
| Innodata (INOD) | 1.15% | 0.42% |
| Upwork (UPWK) | 1.01% | 0.41% |
| Pegasystems (PEGA) | 0.93% | 0.39% |
| Alibaba (BABA) | 0.83% | 0.35% |
| Zoom (ZM) | 0.76% | 0.31% |
| AeroVironment (AVAV) | 0.72% | 0.29% |
| Li Auto (LI) | 0.55% | 0.22% |
| Riot (RIOT) | 0.57% | 0.22% |
| Sunrun (RUN) | 0.48% | 0.19% |