Portfolio Diversification
Range
Most Diversified
48 instruments
June 15, 2023
Least Diversified
0 instruments
February 2, 2025
Average
42.5 instruments
Most Consistent Holdings
Top 5
MSFT99.72%
AMZN99.72%
NVDA99.72%
CRM99.72%
INTU99.72%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 14.47% | 10.77% | 99.72% | - |
 Enphase (ENPH) | 7.36% | 0.25% | 99.57% | - |
 Trade Desk (TTD) | 5.31% | 4.39% | 99.72% | - |
 Alphabet (GOOG) | 4.64% | 14.84% | 99.5% | - |
 Apple (AAPL) | 4.04% | 0.74% | 99.65% | - |
| Amazon (AMZN) | 3.89% | 9.5% | 99.72% | - |
| Microsoft (MSFT) | 3.63% | 8.36% | 99.72% | - |
| Salesforce (CRM) | 3.02% | 0.67% | 99.72% | - |
 ServiceNow (NOW) | 2.85% | 0.58% | 99.72% | - |
 Shopify (SHOP) | 2.81% | 5.04% | 99.72% | - |
 Synopsys (SNPS) | 2.68% | 5.52% | 99.57% | - |
 Palantir (PLTR) | 2.29% | 8.24% | 99.65% | - |
 Crowdstrike (CRWD) | 2.28% | 12.12% | 99.72% | - |
 Block Inc. (XYZ) | 2.16% | 1.55% | 99.72% | - |
 ON Semiconductor (ON) | 2.02% | 1.62% | 99.72% | - |
 Workday (WDAY) | 1.59% | 0.24% | 99.72% | - |
| Intuit (INTU) | 1.38% | 0.3% | 99.72% | - |
 Veeva (VEEV) | 1.37% | 1.1% | 99.5% | - |
 DocuSign (DOCU) | 1.31% | 0.15% | 99.65% | - |
 Airbnb (ABNB) | 1.12% | 0.17% | 99.72% | - |
 JD.com (JD.US) | 1.07% | 0% | 75.04% | 12/26/2024 |
 PayPal (PYPL) | 0.98% | 0% | 79.72% | 3/4/2025 |
 Beyond (BBBY) | 0.96% | 0% | 75.04% | 12/26/2024 |
 Intuitive Surgical (ISRG) | 0.92% | 0.23% | 99.72% | - |
 HubSpot (HUBS) | 0.91% | 0.71% | 99.65% | - |
 Okta (OKTA) | 0.9% | 0.22% | 99.65% | - |
 Fortinet (FTNT) | 0.84% | 0.24% | 99.72% | - |
 Broadcom (AVGO) | 0.8% | 0.78% | 64.47% | - |
 Axon (AXON) | 0.8% | 1.13% | 64.61% | - |
 Meta (META) | 0.75% | 0.32% | 71.63% | - |
 Sunrun (RUN) | 0.75% | 2.49% | 99.65% | - |
 Netflix (NFLX) | 0.72% | 0.22% | 71.7% | - |
 Twilio (TWLO) | 0.7% | 1.05% | 99.5% | - |
 Nio (NIO) | 0.64% | 0% | 75.04% | 12/26/2024 |
 Dynatrace (DT) | 0.59% | 1.08% | 64.61% | - |
 Alibaba (BABA) | 0.53% | 0.51% | 99.5% | - |
 LivePerson (LPSN) | 0.51% | 0% | 59.79% | 5/23/2024 |
 Tesla (TSLA) | 0.5% | 0% | 42.55% | 2/10/2025 |
 Upwork (UPWK) | 0.48% | 0.58% | 99.65% | - |
 Zoom (ZM) | 0.45% | 0.48% | 99.65% | - |
 Stitch Fix (SFIX) | 0.35% | 0% | 59.79% | 5/23/2024 |
 AeroVironment (AVAV) | 0.33% | 2.02% | 26.31% | - |
 Teladoc (TDOC) | 0.31% | 0% | 59.79% | 5/23/2024 |
 Etsy (ETSY) | 0.3% | 0% | 59.72% | 5/23/2024 |
 Riot (RIOT) | 0.28% | 0% | 80.14% | 3/11/2025 |
 Roku (ROKU) | 0.22% | 0% | 59.79% | 5/23/2024 |
 Innodata (INOD) | 0.18% | 0.85% | 24.61% | - |
 Digital Turbine (APPS) | 0.17% | 0% | 59.72% | 5/23/2024 |
 RingCentral (RNG) | 0.14% | 0% | 59.79% | 5/23/2024 |
 Pegasystems (PEGA) | 0.13% | 0.63% | 26.38% | - |
 StoneCo (STNE) | 0.12% | 0% | 68.23% | 9/20/2024 |
 Li Auto (LI) | 0.08% | 0.25% | 24.61% | - |
 Nuance Communications (NUAN) | 0.05% | 0% | 4.61% | 3/7/2022 |
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% |