It is a bit humiliating to admit that you’ve just been wrong, There is no reason to be humiliated. I have been an active investor for 50 years, and one of the things that has finally sunk in along the way is that you are going to be wrong about equities fairly often. Because in essence you are trying to look into multiple futures, none of which have happened yet. Some of which you could hardly imagine in advance. Even if you figured everything out correctly, markets are sometimes random dice throws. If the future has branched into another path rather than the one you guessed at, time to change with it. This is easier said than done since humans tend to select viewpoints on the basis of emotion then selectively filter information to fit that view.
My biggest holding by far is AYX. It seems that lots of people here like it a lot too. Which worries me, groupthink being probably the biggest danger to boards like this one. I have been cutting position size in MDB and ZS because any breakout good news seems unlikely over the short run. Though with ZS I really believe in the story, cybersecurity becomes more difficult as whole nations devote billions to crack their way into US companies. It makes sense that the best security would be overlapping layers, meaning no single monopoly winner. OTOH is cybersecurity core or context? Some companies seem very careless ,which might mean they really don’t care much.