Rebalance Portfolio

Sounds like a simple question, but there are so many things missing from your post. What do you want to do?

Technically, you could very easily sell some TTD and rebalance with a bit more GOOG and Meta. Do you want to, or do you have reasons to be hesitant?
How did you chose TTD to be in your portfolio, and is it still doing the stuff that made you chose it?
Are you really and active trader or are you a long term buy and hold person?
How many other stocks do you have, and do they offer enough diversification for you?
Can you live with a 50-60% pull back on your TTD position, would you panic or would you buy more at the point?
How long have you been invested, and how long do you have till you need the money?

There are so many things that are unique to each person, that there can be no one answer, especially from the random interwebz.

I own 12-15 stocks at any time. I have TTD, but no Google or Meta. I own stocks in tech, space, advertising, consumer staples, and security. I also have a managed retirement account that spans large growth, small/mid cap, international.

I am less than ten years away from needing my money, so I am moving to a more defensive stance and starting to look at capital preservation after DECADES of high risk/high growth investing. I survived a number of recessions and pull backs, but if there was one coming now, it would be badly timed for me.

So, no answer for you, but if you truly only have three stocks, you must have a reason for so few. That is a LOT of concentration, and they are all in tech world relying on a lot of advertising.

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