Palantir Technologies Inc. Class A Common Stock

Snowflake Inc.

Zoom Video Communications, Inc. Class A Common Stock

What was once a pretty heavy allocation to **$ZM**, the market naturally balances with **$PLTR** holding up better and **$SNOW** outperforming. 

![image](https://cdn.commonstock.com/ee501eaaf90a8b95b62897ab6bc200a28ea7b4dc4b53cb96b7d3dd0fd59bc1f5-1242x1062.png)


This is how I prefer to "balance" my portfolio, too. :) Do you have an upper threshold percentage at which you'd start to sell off shares of a position that got too large?