- LendingClub Corporation (LC)
- Exact Sciences Corporation (EXAS)
- Trupanion Inc. (TRUP)
- Pure Storage Inc. Class A (PSTG)
- Alteryx Inc. Class A (AYX)
- Redfin Corporation (RDFN)
- Photronics Inc. (PLAB)
- IES Holdings Inc. (IESC)
- Pinterest Inc. Class A (PINS)
- Chewy Inc. Class A (CHWY)
- Cloudflare Inc. Class A (NET)
- Magnite Inc. (MGNI)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
- Taboola.com Ltd. (TBLA)
- Matterport Inc. (MTTR)
- Upbound Group Inc. (UPBD)
Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
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