A definitive list of thirteen securities in the AllDryPowder portfolio to buy and hold:
Jounce (JNCE) $58M
Brightcove (BCOV) $261M
Xperi (XPER) $407M
PubMatic (PUBM) $785M
Magnite (MGNI) $1.4B
Integral Ad Science (IAS) $1.5B
Digital Turbine (APPS) $1.7B
LiveRamp (RAMP) $1.7B
DigitalOcean (DOCN) $2.8B
DoubleVerify (DV) $4B
Roku (ROKU) $7.6B
Zscaler (ZS) $17.9B
Trade Desk (TTD) $23B
“If I am right about the big picture, I will be rewarded for my patience.” –Thomas Kaplan