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WSP Global Inc. (WSP $245.16)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.80)
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goeasy Ltd. (GSY $131.71)
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The Trade Desk Inc. (TTD $37.26)
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Celsius Holdings Inc. (CELH $42.80)
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!