u/dabbinmids

Im at a crossroad with this position. I have been holding since 2020, it started off as a very small position in my portfolio but has now past all of my other stock picks, to the point that it is the majority of my portfolio (40%). On one hand nothing about my thesis has changed, I still believe in the company, if anything more than ever, and I don't necessarily need the money right now, it would probably be reinvested into another sector. On the other hand I'm not sure how to feel about it being this big of a portion of my portfolio, I usually try to stay a bit more diversified but can't help but feel I'd be missing out on possible gains if I sold any time soon with the amount of attention this one has been getting. Just curious how you guys are all feeling about the stock at this current price?