Added to ESTC, PLAN, and ZS

Don’t have time to provide much detail right now, but these were already companies we owned. Added little bit to each of them.

ESTC and OKTA report earnings after the market closes today so I’ll get those reviews out by the end of the week… unless we get hit by this magical hurricane.

Austin Lieberman @AustinLieb

Had some cash from monthly contributions so I took the opportunity to add to three great businesses which are 10% - 20% off ATH for no apparent good reason. $ESTC still roughly 2% position $ZS at 8% $PLAN at 7% @elastic @zscaler @anaplan