Neutral
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Seeking Alpha
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vor 5 Monaten
In the fourth quarter we sold four stocks (WAL, CFLT, CCOI, CIEN) and added six new investments (MIR, VCEL, AMPL, VIAV, GTLB, AAON). We exited our investment in infrastructure software vendor CFLT following the announcement that IBM would acquire the company for $11 billion, or $31 per share. We initiated a new investment position in GitLab (GTLB), a Dev/Sec/Ops software platform vendor that he...