AIC3.ai
24.0400.890+3.84%546.21万1.31亿24.02023.15024.53023.42029.34亿25.45亿1.22亿1.06亿+5.30%+16.02%-4.45%-6.93%-7.75%+28.56%-16.27%--5.16%亏损亏损4.80%软件 - 应用
SHOPShopify
74.4602.460+3.42%734.64万5.45亿73.78072.00074.88073.060958.44亿897.11亿12.87亿12.05亿+4.39%+6.88%-1.09%-12.57%+23.34%+20.04%-4.42%--0.61%744.60744.602.53%软件 - 应用
NOWServiceNow
716.65020.930+3.01%143.71万10.29亿709.980695.720724.650705.0001471.87亿1467.65亿2.05亿2.05亿-0.95%+0.38%-8.53%-9.33%+15.63%+64.82%+1.44%--0.70%76.5785.112.82%软件 - 应用
PAYCPaycom Software
171.2904.570+2.74%120.70万2.06亿172.800166.720176.030167.51099.54亿86.85亿5811.00万5070.39万-9.32%-6.53%-13.62%-13.76%+2.53%-36.74%-16.97%0.88%2.38%20.9129.135.11%软件 - 应用
ADSK欧特克
215.1905.240+2.50%119.71万2.58亿214.370209.950217.350214.140460.32亿458.94亿2.14亿2.13亿-1.26%-0.61%-12.07%-16.73%+5.13%+10.39%-11.62%--0.56%51.3651.361.53%软件 - 应用
INTU财捷
629.27015.230+2.48%110.95万6.97亿623.780614.040631.390622.1501761.82亿1710.16亿2.80亿2.72亿-1.14%+3.98%-0.88%-2.02%+22.65%+48.68%+0.97%0.53%0.41%64.2874.741.51%软件 - 应用
MSFT微软
406.6608.820+2.22%1744.67万70.80亿402.280397.840407.150401.8603.02万亿3.02万亿74.32亿74.21亿+0.08%+1.89%-4.43%-1.60%+13.18%+31.98%+8.34%0.70%0.24%35.2442.011.33%软件 - 基础架构
CRWDCrowdStrike
310.2106.670+2.20%408.08万12.56亿304.760303.540311.550300.000750.30亿701.43亿2.42亿2.26亿+2.02%+9.75%-1.68%-2.38%+62.62%+153.34%+21.50%--1.81%838.41838.413.81%软件 - 基础架构
ADBEAdobe
486.1809.610+2.02%283.32万13.72亿482.270476.570487.490477.5652178.09亿2171.78亿4.48亿4.47亿+1.81%+4.55%+0.22%-21.06%-15.85%+39.55%-18.51%--0.63%46.4441.132.08%软件 - 基础架构
WDAYWorkday
255.7804.930+1.97%307.26万7.86亿253.150250.850258.000252.360675.26亿535.98亿2.64亿2.10亿+1.89%+1.41%-4.67%-13.12%+13.45%+40.94%-7.35%--1.47%49.0949.092.25%软件 - 应用
DOCUDocuSign
59.8001.040+1.77%129.46万7721.15万59.80058.76059.99858.840122.44亿121.12亿2.05亿2.03亿+4.55%+7.36%+0.55%+16.55%+49.35%+22.72%+0.59%--0.64%166.11166.111.97%软件 - 应用
HUBSHubSpot
600.2709.380+1.59%35.42万2.13亿605.540590.890607.860595.000305.61亿293.59亿5091.27万4891.05万-4.89%-4.91%-10.41%-1.57%+44.60%+35.13%+3.40%--0.72%亏损亏损2.18%软件 - 应用
SAPSAP SE
183.4502.810+1.56%37.72万6927.63万183.610180.640184.260182.8302141.28亿1817.61亿11.67亿9.91亿-1.47%+4.37%-4.36%+1.25%+28.78%+38.44%+18.67%1.22%0.04%41.6732.780.79%软件 - 应用
OKTAOkta
96.5501.070+1.12%98.23万9453.60万96.90095.48097.73594.975161.62亿153.62亿1.67亿1.59亿+4.62%+4.91%-4.88%+15.55%+45.63%+30.86%+6.65%--0.62%亏损亏损2.89%软件 - 基础架构
VEEVVeeva Systems
203.4502.020+1.00%64.65万1.31亿204.310201.430205.660201.980328.80亿301.30亿1.62亿1.48亿+1.26%+2.56%-5.25%-5.18%+22.12%+13.60%+5.68%--0.44%63.1863.181.83%健康信息服务
ORCL甲骨文
115.8000.840+0.73%448.50万5.19亿115.980114.960116.210115.0703182.78亿1845.98亿27.49亿15.94亿-1.20%+0.80%-6.99%-0.93%+3.96%+21.13%+10.62%1.38%0.28%30.5537.720.99%软件 - 基础架构
TWLOTwilio
61.8900.370+0.60%224.38万1.39亿62.72061.52062.75061.500108.08亿103.62亿1.75亿1.67亿+1.64%+7.54%+3.01%-11.22%+10.52%+18.18%-18.43%--1.34%亏损亏损2.03%互联网内容与信息
CRM赛富时
273.6601.530+0.56%404.16万11.10亿276.820272.130277.670273.3502654.50亿2570.11亿9.70亿9.39亿-0.23%+1.22%-9.36%-5.13%+30.48%+38.68%+4.13%--0.43%65.1665.161.59%软件 - 应用
TTDThe Trade Desk
88.5900.470+0.53%377.80万3.35亿89.27088.12090.69087.770432.96亿391.39亿4.89亿4.42亿+4.56%+14.61%+3.22%+27.28%+15.34%+41.29%+23.11%--0.86%246.08246.083.31%软件 - 应用
SMARSmartsheet
38.5800.190+0.49%98.70万3813.91万38.92038.39039.29038.37053.02亿51.43亿1.37亿1.33亿+0.78%+4.84%+0.84%-15.28%-2.75%-1.41%-19.32%--0.74%亏损亏损2.40%软件 - 应用
RNGRingCentral
30.4900.030+0.10%69.36万2123.34万30.95030.46031.28030.26028.15亿22.41亿9231.76万7349.14万-0.49%+3.85%-5.92%-7.38%+14.32%+17.09%-10.19%--0.94%亏损亏损3.35%软件 - 应用
TEAMAtlassian
183.520-0.030-0.02%152.64万2.80亿186.300183.550189.480182.020477.70亿289.21亿2.60亿1.58亿+2.27%-4.19%-6.66%-12.38%+7.42%+35.21%-22.85%--0.97%亏损亏损4.06%软件 - 应用
ADP自动数据处理
241.890-0.140-0.06%149.15万3.60亿243.020242.030243.670239.320990.03亿987.88亿4.09亿4.08亿-0.49%-0.58%-1.21%-2.79%+8.05%+14.82%+4.43%2.19%0.37%27.0329.461.80%人员配备和就业服务
GDDYGoDaddy
123.640-0.690-0.55%226.13万2.79亿126.150124.330127.990122.040175.53亿168.48亿1.42亿1.36亿-1.10%+2.93%-1.83%+10.02%+42.48%+77.52%+16.47%--1.66%10.7113.624.79%软件 - 基础架构
JG极光
3.0800-0.0200-0.65%8029.002.42万2.95013.10003.08002.95011843.59万508.01万598.57万164.94万+2.33%+5.84%-3.58%-9.94%+40.64%-55.40%+8.03%--0.49%亏损亏损4.19%软件 - 基础架构
DBXDropbox
23.370-0.220-0.93%504.01万1.18亿23.84023.59023.86023.33579.08亿57.76亿3.38亿2.47亿-3.23%+1.70%+0.43%-28.94%-10.97%+9.67%-20.73%--2.04%17.8417.842.23%软件 - 基础架构
DDOGDatadog
124.270-1.190-0.95%388.45万4.84亿127.560125.460127.880123.530415.33亿371.68亿3.34亿2.99亿-5.46%+3.48%-0.10%-4.86%+23.98%+62.30%+2.38%--1.30%887.64887.643.47%软件 - 应用
SQBlock
69.470-0.830-1.18%2894.83万20.68亿76.49070.30076.50068.980428.66亿375.81亿6.17亿5.41亿-6.73%-1.35%-9.98%+1.70%+36.08%+17.25%-10.19%--5.35%115.783473.5010.70%软件 - 基础架构
ZMZoom视频通讯
61.820-1.010-1.61%304.19万1.88亿63.53062.83063.77061.340191.91亿149.83亿3.10亿2.42亿-0.29%+3.99%-1.78%-3.22%+1.93%-2.49%-14.03%--1.26%29.8629.863.87%软件 - 应用
RTC百家云
1.350-0.030-2.17%5.32万7.63万1.3641.3801.5801.3001.18亿2188.81万8769.27万1621.34万+0.75%+36.36%+22.73%+101.79%-60.53%-81.35%-32.50%--0.33%亏损亏损20.29%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 
