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Adobe Inc. (ADBE $263.97)
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Amazon.com Inc. (AMZN $198.79)
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NVIDIA Corporation (NVDA $182.81)
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Salesforce Inc. (CRM $189.72)
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Constellation Software Inc. (CSU $2,356.67)
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Kinaxis Inc. (KXS $123.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM $84.38)
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Twilio Inc. Class A (TWLO $113.00)
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The Trade Desk Inc. (TTD $25.81)
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Paycom Software Inc. (PAYC $125.31)
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Rapid7 Inc. (RPD $7.18)
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Alteryx Inc. Class A (AYX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.25)
Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave