Portfolio Diversification
Range
Most Diversified
48 instruments
June 15, 2023
Least Diversified
0 instruments
February 2, 2025
Average
42.7 instruments
Most Consistent Holdings
Top 5
AAPL99.85%
MSFT99.85%
AMZN99.85%
NVDA99.85%
CRM99.85%
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) | 14.61% | 10.96% | 99.85% | - |
 Enphase (ENPH) | 7.64% | 0.29% | 99.85% | - |
 Trade Desk (TTD) | 5.33% | 6.12% | 99.85% | - |
 Alphabet (GOOG) | 4.33% | 11.98% | 99.78% | - |
| Apple (AAPL) | 4.17% | 0.68% | 99.85% | - |
| Amazon (AMZN) | 3.69% | 8.87% | 99.85% | - |
| Microsoft (MSFT) | 3.46% | 8.8% | 99.85% | - |
| Salesforce (CRM) | 3.12% | 0.63% | 99.85% | - |
 ServiceNow (NOW) | 2.94% | 0.6% | 99.85% | - |
 Shopify (SHOP) | 2.75% | 4.93% | 99.85% | - |
 Synopsys (SNPS) | 2.6% | 5.38% | 99.85% | - |
 Block Inc. (XYZ) | 2.19% | 1.78% | 99.85% | - |
 Palantir (PLTR) | 2.09% | 7.95% | 99.85% | - |
 ON Semiconductor (ON) | 2.05% | 1.57% | 99.85% | - |
 Crowdstrike (CRWD) | 1.9% | 11.77% | 99.85% | - |
 Workday (WDAY) | 1.65% | 0.25% | 99.85% | - |
 Intuit (INTU) | 1.43% | 0.29% | 99.85% | - |
 Veeva (VEEV) | 1.37% | 1.37% | 99.78% | - |
 DocuSign (DOCU) | 1.36% | 0.14% | 99.85% | - |
 Airbnb (ABNB) | 1.16% | 0.16% | 99.85% | - |
 JD.com (JD.US) | 1.12% | 0% | 77.97% | 12/26/2024 |
 PayPal (PYPL) | 1.02% | 0% | 82.83% | 3/4/2025 |
 Beyond (BBBY) | 1% | 0% | 77.97% | 12/26/2024 |
 Intuitive Surgical (ISRG) | 0.95% | 0.19% | 99.85% | - |
 Okta (OKTA) | 0.93% | 0.21% | 99.78% | - |
 HubSpot (HUBS) | 0.92% | 0.83% | 99.85% | - |
 Fortinet (FTNT) | 0.86% | 0.24% | 99.85% | - |
 Broadcom (AVGO) | 0.8% | 0.74% | 63.23% | - |
 Axon (AXON) | 0.78% | 1.32% | 63.38% | - |
 Meta (META) | 0.77% | 0.36% | 70.67% | - |
 Netflix (NFLX) | 0.74% | 0.28% | 70.82% | - |
 Twilio (TWLO) | 0.7% | 0.84% | 99.78% | - |
 Sunrun (RUN) | 0.68% | 2.77% | 99.78% | - |
 Nio (NIO) | 0.67% | 0% | 77.97% | 12/26/2024 |
 Dynatrace (DT) | 0.57% | 1.15% | 63.38% | - |
 Alibaba (BABA) | 0.54% | 0.56% | 99.78% | - |
 LivePerson (LPSN) | 0.53% | 0% | 62.12% | 5/23/2024 |
 Tesla (TSLA) | 0.52% | 0% | 44.22% | 2/10/2025 |
 Upwork (UPWK) | 0.48% | 0.43% | 99.78% | - |
 Zoom (ZM) | 0.45% | 0.43% | 99.78% | - |
 Stitch Fix (SFIX) | 0.36% | 0% | 62.12% | 5/23/2024 |
 Teladoc (TDOC) | 0.33% | 0% | 62.12% | 5/23/2024 |
 Etsy (ETSY) | 0.32% | 0% | 62.05% | 5/23/2024 |
 Riot (RIOT) | 0.29% | 0% | 83.27% | 3/11/2025 |
 AeroVironment (AVAV) | 0.24% | 3% | 23.58% | - |
 Roku (ROKU) | 0.23% | 0% | 62.12% | 5/23/2024 |
 Digital Turbine (APPS) | 0.18% | 0% | 62.05% | 5/23/2024 |
 Innodata (INOD) | 0.15% | 1.2% | 21.89% | - |
 RingCentral (RNG) | 0.14% | 0% | 62.12% | 5/23/2024 |
 StoneCo (STNE) | 0.13% | 0% | 70.89% | 9/20/2024 |
 Pegasystems (PEGA) | 0.11% | 0.57% | 23.66% | - |
 Li Auto (LI) | 0.07% | 0.33% | 21.81% | - |
 Nuance Communications (NUAN) | 0.05% | 0% | 4.79% | 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% |