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The Trade Desk Inc. (TTD $53.20)
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CrowdStrike Holdings Inc. (CRWD $420.55)
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Datadog Inc. (DDOG $131.22)
Q: I have full positions in all of these. All in the positive, no tax implications with selling. Do you see any unnecessary overlap here? If so, what would you sell and what would you keep? CRWD up 18%, DDOG up 47%, TTD up 355%.