-
WSP Global Inc. (WSP $228.10)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.60)
-
goeasy Ltd. (GSY $49.95)
-
The Trade Desk Inc. (TTD $27.72)
-
Celsius Holdings Inc. (CELH $45.13)
Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!