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No. of Recommendations: 3
Bought 3%-ish positions in HCAT and TLRA today. Both are small, with HCAT under $1.5b and TLRA under $400m. That was one of main reasons, outside of fact that HCAT had good recent growth in ER, and well off highs from recent IPO. TLRA been a rocket this year, but big drop today. TLRA could easily go down further, so would look to average down my cost basis if that happens.

TTD down again...getting itchy trigger finger, but that allocation already large.
ESTC solid (right now) and not adding when they are actually within 10% of ATH and already a big allocation.
ZS dipping...catalysts may be coming next week...tempting to add more.

If I tried to save some money for DDOG IPO, it almost never ends well, and IPOs often retrace so maybe I could catch it down the line. Just a matter if I want to go all-in on what I have or get some additional new blood into the port.


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