Here is an updated Terrapin 20 with two months of returns. Jounce (JNCE) was bought out today and there are some other securities I am going to swap out/replace for this list going forward. To keep the confusion down, I am stopping the tracking of this list and starting a new group of 20 called Fire Mountain.
Terrapin 20:
Jounce (JNCE) $61M–$95M (55.74%)
Brightcove (BCOV) $265M–$189 (-28.68%)
Lovesac (LOVE) $394M–$364M (-7.61%)
Xperi (XPER) $416M–$440M (5.77%)
PubMatic (PUBM) $797M–$720M (-9.66%)
Nextdoor (KIND) $854M–$752M (-11.94%)
Digi (DGII) $1.2B–$1.2B (0%)
Perion (PERI) $1.5B–$1.8B (20%)
Magnite (MGNI) $1.5B–$1.2B (-20%)
Integral Ad Science (IAS) $1.6B–$2.1B (31.25%)
LiveRamp (RAMP) $1.7B–$1.4B (-17.65%)
Digital Turbine (APPS) $1.7B–$1.2B (-29.41%)
DigitalOcean (DOCN) $2.8B–$3.4B (21.43%)
Duolingo (DUOL) $3.7B–$5.6B (51.35%)
DoubleVerify (DV) $4.5B–$4.8B (6.67%)
Doximity (DOCS) $6.7B–$6.4B (-4.48%)
Roku (ROKU) $7.8B–$8.8B (12.82%)
Skyworks (SWKS) $17.8B–$18B (1.12%)
Zsaler (ZS) $18.4B–$16.2B (-11.96%)
Trade Desk (TTD) $25.4B–$29.4B (15.75%)
Total average two month gains: +4.03%
Fire Mountain:
Brightcove (BCOV) $189M
fuboTV (FUBO) $230M
Lovesac (LOVE) $364M
Xper (XPER) $440M
Digi Int (DGII) $1.2B
Magnite (MGNI) $1.2B
Udemy (UDMY) $1.3B
EVgo (EVGO) $1.5B
Perion (PERI) $1.8B
Integral Ad Science (IAS) $2.1B
SunPower (SPWR) $2.2B
Intellia Therapeutics (NTLA) $3.3B
DigitalOcean (DOCN) $3.4B
CRISPR Therapeutics (CRSP) $3.5B
DoubleVerify (DV) $4.8B
Duolingo (DUOL) $5.6B
10x Genomics (TXG) $5.7B
Doximity (DOCS) $6.4B
Roku (ROKU) $8.8B
Datadog (DDOG) $21B
“The more that you give, the more it will take. To the thin line beyond, which you really can’t fake.” –Fire on the Mountain, Grateful Dead