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LendingClub Corporation (LC $17.62)
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Exact Sciences Corporation (EXAS $53.32)
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Trupanion Inc. (TRUP $45.19)
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Pure Storage Inc. Class A (PSTG $87.87)
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Alteryx Inc. Class A (AYX)
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Redfin Corporation (RDFN)
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Photronics Inc. (PLAB $24.94)
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IES Holdings Inc. (IESC $379.42)
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Pinterest Inc. Class A (PINS $35.81)
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Chewy Inc. Class A (CHWY $38.49)
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Cloudflare Inc. Class A (NET $225.94)
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Magnite Inc. (MGNI $25.92)
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Unity Software Inc. (U $46.05)
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Upstart Holdings Inc. (UPST $67.89)
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Taboola.com Ltd. (TBLA $3.50)
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Matterport Inc. (MTTR)
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Upbound Group Inc. (UPBD $26.56)
Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
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