TTDThe Trade Desk
97.0502.270+2.40%230.85万2.22亿94.48094.78097.07094.200474.70亿428.77亿4.89亿4.42亿+10.88%+6.23%+24.68%+19.17%+40.27%+41.64%+34.87%--0.52%242.63269.583.03%软件 - 应用
UK优客工场
2.20000.0300+1.38%15.08万33.28万2.14002.17002.39002.0500161.03万127.50万73.20万57.96万+13.40%+8.37%-4.35%-1.35%-50.41%-74.58%-40.70%--26.02%亏损亏损15.67%房地产服务
GDDYGoDaddy
137.5451.845+1.36%42.91万5878.07万136.250135.700137.790135.030193.86亿187.43亿1.41亿1.36亿+2.98%+7.17%+13.29%+19.70%+42.25%+89.51%+29.56%--0.32%11.9215.152.03%软件 - 基础架构
SAPSAP SE
195.3432.543+1.32%39.08万7576.58万194.140192.800195.500193.8502280.09亿1935.45亿11.67亿9.91亿+4.12%+6.68%+11.01%+7.37%+27.66%+48.39%+27.95%1.15%0.04%43.9434.560.86%软件 - 应用
INTU财捷
669.5058.325+1.26%48.16万3.22亿659.880661.180671.490659.4651874.47亿1819.71亿2.80亿2.72亿+6.75%+5.49%+9.80%+1.61%+19.64%+48.38%+7.43%0.50%0.18%68.3979.511.82%软件 - 应用
RNGRingCentral
37.3800.460+1.25%40.58万1512.62万37.01036.92037.59036.81034.45亿27.66亿9217.42万7398.87万+2.05%+23.33%+26.67%+20.04%+34.56%+16.74%+10.10%--0.55%亏损亏损2.11%软件 - 应用
DDOGDatadog
121.3511.281+1.07%117.03万1.42亿120.070120.070122.140119.665405.92亿366.05亿3.34亿3.02亿+2.61%-4.43%-0.59%-6.30%+8.43%+29.28%-0.02%--0.39%356.92866.802.06%软件 - 应用
SQBlock
73.0100.750+1.04%401.07万2.92亿72.41072.26073.46071.610450.50亿394.96亿6.17亿5.41亿+4.69%-0.71%+1.97%-7.49%+21.06%+20.44%-5.61%--0.74%121.683650.502.56%软件 - 基础架构
MSFT微软
424.5604.350+1.04%853.53万36.24亿420.210420.210426.770419.9903.16万亿3.15万亿74.32亿74.22亿+2.81%+2.85%+6.08%+3.65%+12.55%+33.23%+13.32%0.67%0.12%36.7943.861.61%软件 - 基础架构
NOWServiceNow
771.8156.765+0.88%44.21万3.40亿763.530765.050773.100762.2351582.22亿1577.79亿2.05亿2.04亿+5.71%+6.23%+6.91%+0.11%+15.10%+50.92%+9.25%--0.22%82.4691.661.42%软件 - 应用
SHOPShopify
58.8750.345+0.59%580.46万3.41亿58.87058.53059.21058.300758.71亿710.20亿12.89亿12.06亿+0.16%-23.90%-16.55%-22.78%-20.21%-5.13%-24.42%--0.48%亏损588.751.56%软件 - 应用
HUBSHubSpot
617.8202.480+0.40%15.32万9446.04万614.370615.340619.990610.270314.86亿302.46亿5096.24万4895.63万+3.35%+0.10%-2.40%+2.05%+32.74%+24.96%+6.42%--0.31%亏损亏损1.58%软件 - 应用
CRM赛富时
286.6901.080+0.38%119.06万3.42亿286.000285.610287.721285.1102784.48亿2692.48亿9.71亿9.39亿+3.30%+4.01%+4.70%-1.96%+27.70%+36.53%+9.09%--0.13%68.2668.260.91%软件 - 应用
ORCL甲骨文
123.9600.460+0.37%347.45万4.31亿123.800123.500124.680123.2403407.06亿1976.25亿27.49亿15.94亿+6.52%+4.75%+8.23%+11.09%+7.19%+23.55%+18.41%1.29%0.22%32.7140.381.17%软件 - 基础架构
WDAYWorkday
258.5300.600+0.23%114.96万2.97亿256.030257.930259.390256.002685.86亿545.08亿2.65亿2.11亿+4.63%+3.45%+1.97%-15.48%+9.63%+31.63%-6.35%--0.55%49.6249.621.31%软件 - 应用
ADBEAdobe
484.2200.790+0.16%118.91万5.74亿483.000483.430484.610478.3202169.31亿2163.30亿4.48亿4.47亿+0.23%-1.90%+3.71%-12.51%-21.81%+30.15%-18.84%--0.27%46.2540.971.30%软件 - 基础架构
CRWDCrowdStrike
346.4590.529+0.15%133.93万4.64亿346.000345.930349.590344.650842.51亿789.23亿2.43亿2.28亿+8.55%+9.01%+19.82%+11.23%+64.93%+135.03%+35.70%--0.59%936.37936.371.43%软件 - 基础架构
AIC3.ai
26.4250.035+0.13%233.08万6103.63万26.43026.39026.58025.76032.25亿28.13亿1.22亿1.06亿+5.91%+6.68%+22.51%+1.05%-8.91%-5.18%-7.96%--2.19%亏损亏损3.11%软件 - 应用
OKTAOkta
103.0100.050+0.05%53.06万5443.56万102.850102.960103.250101.250173.27亿164.84亿1.68亿1.60亿+4.68%+3.79%+10.48%+23.75%+46.57%+20.56%+13.79%--0.33%亏损亏损1.94%软件 - 基础架构
DBXDropbox
23.7350.005+0.02%109.27万2582.94万23.76023.73023.79823.49078.37亿56.75亿3.30亿2.39亿-0.23%+0.83%+1.82%-1.10%-16.28%+5.58%-19.49%--0.46%15.8218.121.30%软件 - 基础架构
ADSK欧特克
221.2500.040+0.02%57.30万1.27亿221.400221.210221.980219.840473.29亿471.95亿2.14亿2.13亿+2.12%+2.10%+1.90%-13.98%+9.39%+8.73%-9.13%--0.27%52.8052.800.97%软件 - 应用
DOCUDocuSign
60.150-0.065-0.11%61.90万3704.98万60.18060.21560.20059.350123.16亿121.83亿2.05亿2.03亿+0.65%+1.09%+7.72%+16.28%+42.03%+8.48%+1.18%--0.31%167.08167.081.41%软件 - 应用
TEAMAtlassian
179.515-0.205-0.11%77.44万1.38亿179.710179.720179.710177.910467.27亿283.29亿2.60亿1.58亿-1.81%-1.24%-7.60%-12.19%-0.45%+13.34%-24.53%--0.49%亏损亏损1.00%软件 - 应用
ZMZoom视频通讯
64.010-0.150-0.23%297.30万1.90亿64.12064.16064.50063.570198.71亿155.13亿3.10亿2.42亿+1.43%+3.54%+7.51%+0.96%-2.35%-10.36%-10.99%--1.23%30.9230.921.45%软件 - 应用
SMARSmartsheet
41.900-0.130-0.31%49.83万2082.87万42.08042.03042.11041.60057.58亿55.85亿1.37亿1.33亿+4.23%+6.75%+10.64%-0.33%+0.53%-11.96%-12.38%--0.37%亏损亏损1.21%软件 - 应用
JG极光
3.1700-0.0100-0.31%4905.001.58万3.18003.18003.26003.12001897.46万522.86万598.57万164.94万+7.09%+10.25%+5.32%+25.30%+36.64%-52.42%+11.19%--0.30%亏损亏损4.40%软件 - 基础架构
VEEVVeeva Systems
209.440-0.830-0.39%27.98万5867.86万210.070210.270211.030209.040338.48亿310.18亿1.62亿1.48亿+2.74%+3.10%+5.21%-5.50%+20.83%+26.68%+8.79%--0.19%65.0465.040.95%健康信息服务
ADP自动数据处理
251.220-1.110-0.44%41.21万1.04亿252.440252.330252.660250.5851028.22亿1025.95亿4.09亿4.08亿+1.38%+3.49%+1.99%-1.25%+10.93%+18.67%+8.46%2.11%0.10%28.0730.600.82%人员配备和就业服务
PAYCPaycom Software
179.210-3.070-1.68%25.07万4509.42万182.300182.280182.490178.400104.14亿90.88亿5811.00万5071.25万+2.95%+2.73%-4.02%-2.76%+1.97%-37.61%-13.13%0.84%0.49%21.8830.482.24%软件 - 应用
TWLOTwilio
60.790-1.290-2.08%150.12万9190.11万61.69062.08062.01060.520104.06亿99.68亿1.71亿1.64亿-2.33%-3.98%+3.72%+4.79%-3.28%+5.34%-19.88%--0.92%亏损亏损2.40%互联网内容与信息
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 
