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Illumina Inc. (ILMN $141.65)
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Intuitive Surgical Inc. (ISRG $535.00)
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Sea Limited American Depositary Shares each representing one Class A (SE $121.42)
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Brookfield Renewable Partners L.P. (BEP.UN $39.27)
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Enghouse Systems Limited (ENGH $19.42)
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MercadoLibre Inc. (MELI $2,075.01)
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IDEXX Laboratories Inc. (IDXX $715.37)
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The Trade Desk Inc. (TTD $35.48)
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Etsy Inc. (ETSY $61.77)
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JD.com Inc. (JD $28.90)
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Roku Inc. (ROKU $103.66)
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WELL Health Technologies Corp. (WELL $4.18)
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Pure Storage Inc. Class A (PSTG $72.90)
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Crocs Inc. (CROX $83.07)
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Axon Enterprise Inc. (AXON $636.04)
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Guardant Health Inc. (GH $112.14)
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Redfin Corporation (RDFN)
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Perion Network Ltd (PERI $9.46)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.24)
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Pinterest Inc. Class A (PINS $25.91)
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Zoom Communications Inc. (ZM $80.96)
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Fiverr International Ltd. no par value (FVRR $16.57)
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CrowdStrike Holdings Inc. (CRWD $453.88)
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InMode Ltd. (INMD $13.94)
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Lemonade Inc. (LMND $79.41)
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Palantir Technologies Inc. (PLTR $170.96)
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Airbnb Inc. (ABNB $130.66)
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Upstart Holdings Inc. (UPST $48.12)
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Mitek Systems Inc. (MITK $10.04)
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Taboola.com Ltd. (TBLA $4.18)
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Riskified Ltd. Class A (RSKD $4.64)
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Lantheus Holdings Inc. (LNTH $64.25)
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Catalyst Pharmaceuticals Inc. (CPRX $22.70)
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?
Thanks!!
Thanks!!