SMARSmartsheet
40.0701.230+3.17%153.93万6134.14万39.01038.84040.34038.91055.07亿53.41亿1.37亿1.33亿+3.86%+4.68%+6.37%-12.28%-2.10%-3.07%-16.21%--1.16%亏损亏损3.68%软件 - 应用
DDOGDatadog
118.9703.100+2.68%517.47万6.12亿116.520115.870119.440115.660397.95亿355.83亿3.34亿2.99亿-4.26%-9.49%-6.70%-12.62%+9.03%+36.36%-1.99%--1.73%349.91849.793.26%软件 - 应用
UK优客工场
1.95000.0440+2.31%2725.005191.001.98251.90601.98251.8300142.73万112.99万73.20万57.95万-3.47%-12.56%-5.84%-27.78%-46.55%-76.98%-47.44%--0.47%亏损亏损8.00%房地产服务
HUBSHubSpot
597.95010.800+1.84%103.42万6.20亿588.730587.150608.840588.730304.73亿292.73亿5096.24万4895.60万-0.39%-5.26%-9.86%-5.03%+28.41%+29.38%+3.00%--2.11%亏损亏损3.43%软件 - 应用
GDDYGoDaddy
133.9201.990+1.51%107.75万1.44亿132.290131.930133.980132.235188.75亿182.49亿1.41亿1.36亿+8.31%+7.13%+8.61%+20.03%+45.20%+90.09%+26.15%--0.79%11.6014.751.32%软件 - 基础架构
ZMZoom视频通讯
61.9700.840+1.37%224.25万1.39亿61.28061.13062.08061.200192.37亿150.19亿3.10亿2.42亿+0.24%-0.05%+0.55%-3.38%-2.26%-2.70%-13.82%--0.93%29.9429.941.44%软件 - 应用
DOCUDocuSign
58.0300.750+1.31%98.84万5730.32万57.28057.28058.21057.180118.81亿117.54亿2.05亿2.03亿-2.96%+1.45%-1.48%+13.58%+36.16%+18.79%-2.39%--0.49%161.19161.191.80%软件 - 应用
TWLOTwilio
60.1000.600+1.01%268.82万1.61亿59.61059.50060.22059.020102.87亿98.55亿1.71亿1.64亿-2.89%-1.30%-1.23%-16.84%-2.36%+31.14%-20.79%--1.64%亏损亏损2.02%互联网内容与信息
NOWServiceNow
729.7906.850+0.95%82.09万5.99亿725.000722.940733.550725.0001496.07亿1491.76亿2.05亿2.04亿+1.83%+0.86%-5.06%-7.85%+11.88%+60.32%+3.30%--0.40%77.9786.671.18%软件 - 应用
CRWDCrowdStrike
320.7602.820+0.89%265.74万8.55亿320.000317.940327.500318.390780.02亿729.72亿2.43亿2.27亿+3.40%+5.49%+3.79%-4.12%+57.03%+146.30%+25.63%--1.17%866.92866.922.87%软件 - 基础架构
INTU财捷
632.3105.450+0.87%91.75万5.81亿628.600626.860637.880628.0101770.34亿1718.42亿2.80亿2.72亿+0.48%-0.67%+1.80%-3.64%+13.86%+48.82%+1.46%0.53%0.34%64.5975.101.58%软件 - 应用
ADP自动数据处理
246.8601.715+0.70%75.79万1.87亿245.480245.145247.210245.0601010.38亿1008.19亿4.09亿4.08亿+2.05%+1.56%+1.23%-1.04%+8.65%+18.69%+6.57%2.15%0.19%27.5830.070.88%人员配备和就业服务
MSFT微软
414.7402.420+0.59%1340.23万55.52亿412.935412.320415.380411.8003.08万亿3.08万亿74.32亿74.21亿+1.99%+2.07%-1.70%+1.28%+10.46%+35.34%+10.50%0.69%0.18%35.9442.850.87%软件 - 基础架构
CRM赛富时
276.6701.500+0.55%291.23万8.06亿276.100275.170279.640274.9702683.70亿2598.38亿9.70亿9.39亿+1.10%+0.87%-6.00%-4.19%+25.10%+37.27%+5.28%--0.31%65.8765.871.70%软件 - 应用
JG极光
2.87810.0141+0.49%957.002804.003.02002.86403.02002.87811722.73万474.71万598.57万164.94万-6.56%-4.38%-7.16%-13.57%+33.25%-57.82%+0.95%--0.06%亏损亏损4.96%软件 - 基础架构
WDAYWorkday
246.3400.380+0.15%158.21万3.91亿246.280245.960249.670246.090653.52亿519.37亿2.65亿2.11亿-3.69%-1.87%-6.58%-18.50%+6.20%+34.79%-10.77%--0.75%47.2847.281.46%软件 - 应用
ORCL甲骨文
116.6700.030+0.03%412.25万4.81亿117.150116.640117.630115.9103206.69亿1859.84亿27.49亿15.94亿+0.75%-0.46%-3.67%+2.44%+2.47%+20.95%+11.45%1.37%0.26%30.7838.001.48%软件 - 基础架构
DBXDropbox
23.130-0.010-0.04%767.68万1.80亿23.87023.14024.17023.10076.37亿55.26亿3.30亿2.39亿-1.03%-4.22%+0.61%-28.63%-12.59%+5.04%-21.54%--3.21%15.4217.664.62%软件 - 基础架构
TEAMAtlassian
179.750-0.100-0.06%83.53万1.50亿180.000179.850183.000178.890467.89亿283.50亿2.60亿1.58亿-2.05%+0.17%-12.97%-16.74%-3.62%+33.13%-24.43%--0.53%亏损亏损2.29%软件 - 应用
VEEVVeeva Systems
203.780-0.130-0.06%54.19万1.10亿204.580203.910205.260202.250329.34亿301.79亿1.62亿1.48亿+0.16%+1.43%-1.43%-7.65%+16.23%+16.97%+5.85%--0.37%63.2963.291.48%健康信息服务
ADBEAdobe
482.290-0.360-0.07%274.11万13.25亿483.500482.650489.480480.3002160.66亿2154.41亿4.48亿4.47亿-0.80%+0.99%+1.73%-20.24%-19.89%+43.77%-19.16%--0.61%46.0640.801.90%软件 - 基础架构
PAYCPaycom Software
173.390-0.190-0.11%47.42万8225.89万173.880173.580175.000171.820100.76亿87.91亿5811.00万5070.24万+1.23%-8.21%-12.43%-8.19%+0.27%-34.98%-15.95%0.87%0.94%21.1729.491.83%软件 - 应用
RNGRingCentral
35.410-0.050-0.14%96.16万3393.25万35.59035.46035.89034.98032.64亿25.97亿9217.42万7334.86万+16.14%+15.57%+12.73%+9.05%+21.85%+29.23%+4.30%--1.31%亏损亏损2.57%软件 - 应用
ADSK欧特克
217.770-0.860-0.39%103.29万2.25亿219.430218.630220.730216.610465.84亿464.43亿2.14亿2.13亿+1.20%-0.07%-8.11%-16.94%+1.28%+11.99%-10.56%--0.48%51.9751.971.88%软件 - 应用
OKTAOkta
97.420-0.700-0.71%122.79万1.20亿98.20098.12098.84796.500163.86亿155.79亿1.68亿1.60亿+0.90%+5.56%-0.85%+11.21%+39.93%+27.40%+7.61%--0.77%亏损亏损2.39%软件 - 基础架构
SAPSAP SE
190.050-1.940-1.01%54.18万1.03亿189.700191.990190.690189.4102218.32亿1883.00亿11.67亿9.91亿+3.60%+2.08%+5.13%+7.09%+27.90%+44.44%+22.94%1.18%0.06%43.1433.940.67%软件 - 应用
TTDThe Trade Desk
87.260-1.410-1.59%429.47万3.76亿88.75088.67088.99086.744426.81亿385.52亿4.89亿4.42亿-1.50%+2.99%+1.03%+17.43%+31.61%+40.06%+21.26%--0.97%218.15242.392.53%软件 - 应用
AIC3.ai
23.890-0.420-1.73%373.06万8935.93万24.51024.31024.65023.68029.16亿25.29亿1.22亿1.06亿-0.62%+4.64%+6.51%-18.30%-17.71%+23.02%-16.79%--3.52%亏损亏损3.99%软件 - 应用
SQBlock
71.310-1.890-2.58%571.42万4.09亿73.66073.20073.99970.720440.01亿385.76亿6.17亿5.41亿+2.65%-4.26%-7.38%+5.79%+26.71%+28.35%-7.81%--1.06%118.853565.504.48%软件 - 基础架构
SHOPShopify
58.940-3.510-5.62%3067.56万18.35亿62.72062.45062.74058.650759.55亿711.00亿12.89亿12.06亿-20.84%-17.37%-15.80%-26.94%-12.40%-3.90%-24.34%--2.54%亏损589.406.55%软件 - 应用
but this time, I think you’ve made a perfect timing.
and was lucky this time as I sold it at quite a high / decent premium 
