JG极光
3.15000.2500+8.62%9115.002.78万3.01002.90003.15002.96501885.49万519.56万598.57万164.94万+1.61%+6.78%+1.70%+0.79%+45.83%-54.68%+10.49%--0.55%亏损亏损6.38%软件 - 基础架构
NOWServiceNow
757.45035.830+4.97%96.30万7.18亿730.000721.620757.450727.5601552.77亿1548.30亿2.05亿2.04亿+5.05%+10.48%+2.85%+0.61%+13.32%+53.67%+7.21%--0.47%80.9289.964.14%软件 - 应用
HUBSHubSpot
615.39025.740+4.37%41.35万2.53亿595.400589.650621.450594.850313.62亿301.27亿5096.24万4895.55万+4.29%+1.53%-2.85%+3.37%+30.49%+26.82%+6.00%--0.85%亏损亏损4.51%软件 - 应用
CRWDCrowdStrike
342.81013.260+4.02%235.91万7.98亿333.210329.550343.170330.930833.64亿781.29亿2.43亿2.28亿+9.26%+16.03%+16.73%+5.90%+64.04%+149.81%+34.27%--1.04%926.51926.513.71%软件 - 基础架构
VEEVVeeva Systems
211.4707.650+3.75%59.35万1.24亿206.320203.820211.470205.020341.77亿313.18亿1.62亿1.48亿+4.81%+6.32%+6.16%-3.33%+19.88%+27.28%+9.84%--0.40%65.6765.673.17%健康信息服务
TTDThe Trade Desk
89.4053.225+3.74%321.86万2.80亿87.74086.18089.99085.110437.30亿394.99亿4.89亿4.42亿+3.94%+4.68%+11.57%+8.29%+35.77%+35.13%+24.24%--0.73%223.51248.355.66%软件 - 应用
CRM赛富时
286.88010.080+3.64%385.44万10.96亿279.740276.800287.380279.7302782.74亿2694.27亿9.70亿9.39亿+2.84%+6.77%+3.82%+0.30%+28.06%+37.19%+9.16%--0.41%68.3068.302.76%软件 - 应用
INTU财捷
655.48520.065+3.16%56.84万3.71亿643.900635.420656.900642.0001835.22亿1781.40亿2.80亿2.72亿+3.65%+6.55%+6.89%+1.62%+16.94%+52.75%+5.18%0.51%0.21%66.9577.852.35%软件 - 应用
GDDYGoDaddy
136.4503.630+2.73%53.30万7253.11万133.660132.820136.760133.660192.31亿185.93亿1.41亿1.36亿+3.79%+11.58%+11.52%+25.30%+46.94%+88.70%+28.53%--0.39%11.8215.032.33%软件 - 基础架构
ADBEAdobe
487.80011.850+2.49%192.31万9.31亿480.760475.950489.610476.6102185.34亿2179.02亿4.48亿4.47亿-0.06%+3.92%+2.81%-9.99%-20.16%+36.78%-18.24%--0.43%46.5941.272.73%软件 - 基础架构
ADSK欧特克
221.0005.170+2.40%63.17万1.39亿219.130215.830221.650217.720472.75亿471.32亿2.14亿2.13亿+3.30%+4.88%+2.83%-13.42%+1.53%+11.36%-9.23%--0.30%52.7452.741.82%软件 - 应用
OKTAOkta
100.1602.270+2.32%96.56万9606.81万99.03097.890100.49098.320168.47亿160.27亿1.68亿1.60亿+2.69%+7.31%+6.78%+19.72%+41.03%+24.65%+10.64%--0.60%亏损亏损2.22%软件 - 基础架构
WDAYWorkday
252.5055.625+2.28%161.58万4.04亿247.900246.880252.970247.050669.87亿532.37亿2.65亿2.11亿+1.15%+3.08%-1.76%-16.38%+6.69%+34.15%-8.53%--0.77%48.4748.472.40%软件 - 应用
DOCUDocuSign
60.8571.127+1.89%69.25万4190.07万60.20059.73060.96059.650124.60亿123.26亿2.05亿2.03亿+5.82%+6.21%+4.82%+21.76%+43.19%+16.38%+2.37%--0.34%169.05169.052.19%软件 - 应用
MSFT微软
423.6307.820+1.88%1217.23万51.22亿417.900415.810423.723417.2703.15万亿3.14万亿74.32亿74.21亿+3.38%+7.46%+3.05%+5.36%+13.97%+35.97%+13.07%0.68%0.16%36.7143.761.55%软件 - 基础架构
SHOPShopify
59.0100.980+1.69%909.23万5.36亿59.17058.03059.67058.350760.45亿711.85亿12.89亿12.06亿-5.93%-16.18%-14.98%-24.94%-15.37%-2.88%-24.25%--0.75%亏损590.102.28%软件 - 应用
DDOGDatadog
118.6701.920+1.64%221.53万2.62亿118.830116.750119.000117.630396.95亿354.93亿3.34亿2.99亿+1.19%-6.13%-3.95%-7.04%+6.02%+30.01%-2.23%--0.74%349.03847.641.17%软件 - 应用
SMARSmartsheet
41.5400.670+1.64%75.88万3151.51万41.92040.87042.22041.20057.09亿55.37亿1.37亿1.33亿+6.84%+7.95%+10.19%-4.62%+1.54%-9.66%-13.13%--0.57%亏损亏损2.50%软件 - 应用
PAYCPaycom Software
177.1002.590+1.48%38.34万6743.62万176.460174.510177.850172.620102.91亿89.80亿5811.00万5070.70万+2.80%-4.91%-5.22%-6.62%-0.16%-34.64%-14.15%0.85%0.76%21.6230.123.00%软件 - 应用
SQBlock
71.9000.700+0.98%401.55万2.90亿72.42071.20073.70071.420443.65亿388.95亿6.17亿5.41亿+1.07%+7.57%-2.19%+9.39%+22.55%+24.48%-7.05%--0.74%119.833595.003.20%软件 - 基础架构
SAPSAP SE
191.4901.790+0.94%29.56万5651.97万189.980189.700191.960189.8402235.13亿1897.27亿11.67亿9.91亿+0.62%+6.34%+6.42%+8.43%+25.57%+44.39%+23.87%1.17%0.03%43.2734.041.12%软件 - 应用
ADP自动数据处理
247.5302.030+0.83%45.87万1.13亿246.460245.500248.250245.9951013.12亿1010.92亿4.09亿4.08亿+1.89%+0.08%+1.91%-1.57%+8.33%+18.34%+6.86%2.14%0.11%27.6630.150.92%人员配备和就业服务
ORCL甲骨文
121.5800.710+0.59%454.46万5.51亿120.170120.870122.090119.6703341.64亿1938.11亿27.49亿15.94亿+3.57%+6.06%+2.45%+12.47%+5.48%+23.61%+16.14%1.32%0.29%32.0839.602.00%软件 - 基础架构
RNGRingCentral
37.8600.180+0.48%53.46万2015.69万38.07037.68038.35037.32034.90亿27.77亿9217.42万7334.86万+10.12%+25.86%+27.35%+22.68%+31.37%+29.52%+11.52%--0.73%亏损亏损2.73%软件 - 应用
TEAMAtlassian
184.9050.825+0.45%91.54万1.68亿186.730184.080186.835181.970481.30亿291.66亿2.60亿1.58亿+3.58%+7.02%-5.21%-9.71%-0.09%+28.37%-22.26%--0.58%亏损亏损2.64%软件 - 应用
AIC3.ai
26.3650.115+0.44%420.32万1.10亿26.80026.25026.84025.41032.18亿28.07亿1.22亿1.06亿+7.92%+16.20%+27.99%-2.53%-7.52%-2.17%-8.17%--3.95%亏损亏损5.45%软件 - 应用
ZMZoom视频通讯
63.7800.250+0.39%139.16万8805.50万64.15063.53064.19462.770197.99亿154.58亿3.10亿2.42亿+4.16%+3.52%+7.96%+4.01%-3.28%-6.00%-11.31%--0.57%30.8130.812.24%软件 - 应用
DBXDropbox
23.830-0.190-0.79%191.34万4560.00万24.12024.02024.16023.69578.68亿56.97亿3.30亿2.39亿+2.19%+1.45%+4.52%-1.65%-14.68%+6.72%-19.17%--0.80%15.8918.191.94%软件 - 基础架构
TWLOTwilio
61.715-0.505-0.81%278.91万1.72亿63.05062.22063.25061.300105.64亿101.20亿1.71亿1.64亿+5.28%+1.26%+5.06%+8.88%-1.30%+28.52%-18.66%--1.70%亏损亏损3.13%互联网内容与信息
UK优客工场
2.0800-0.0600-2.80%1.29万2.72万2.13002.14002.13622.0310152.25万120.53万73.20万57.95万+7.77%+2.46%-3.70%-15.27%-46.75%-73.59%-43.94%--2.22%亏损亏损4.92%房地产服务
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 
