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I should have made clear that my highest conviction companies are still Twilio and Alteryx, but as they were both 20% positions I was reluctant to add (I couldn't help myself and did add a tiny bit to Twilio though a week ago).

While they are both excellent companies are you not concerned that these are trading at the very high end of their historical valuations (P/S)? If you look at their last 1 year charts looks like they are ready for a pull back.
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