The Blue Harbinger Disciplined Growth Portfolio is updated for September. It reflects updated “buy under” prices for several names, as well as two new purchases that we disclosed earlier. Specifically, we trimmed our positions in Google and ServiceNow (because those positions were getting relatively large), and we added shares of Super Micro Computer (SMCI) and Sea Limited (SE). Here is our new report on SMCI and here is a quick note on Sea Limited (we’ll have more to say about SE soon). You can access the complete portfolio holdings using the following link.