We’d encourage caution here. Historically, many large IPOs have debuted at elevated prices before going through a period of underperformance — even for companies that ultimately proved successful. Rather than acting on excitement, a more prudent path is to let your broadly diversified portfolio add these positions organically. That way, if these companies perform well, your portfolio may participate in some of that growth — and if they stumble early, you haven’t taken an outsized position at a potentially unfavorable time.