-
WSP Global Inc. (WSP $216.20)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.67)
-
goeasy Ltd. (GSY $108.39)
-
The Trade Desk Inc. (TTD $24.17)
-
Celsius Holdings Inc. (CELH $49.22)
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!