PAYCPaycom Software
217.0204.375+2.06%996.06K218.12M215.380212.645226.115214.50012.43B10.97B57.26M50.53M-1.27%-0.81%+8.82%-7.46%+28.56%+20.70%+6.07%0.69%1.97%24.3324.335.46%Software - Application
UKUcommune International
1.1098-0.0002-0.02%21.69K23.96K1.12001.11001.12001.07001.60M1.43M1.44M1.29M+2.76%-6.58%-2.99%-8.28%-22.93%-55.61%-5.55%--1.69%0.52Loss4.51%Real Estate Services
ADPAutomatic Data Processing
302.990-3.460-1.13%2.99M911.73M306.200306.450309.340301.575123.28B123.00B406.87M405.97M-4.91%-2.95%-0.97%+2.35%+9.75%+27.01%+3.50%1.89%0.74%31.5933.302.53%Software - Application
GDDYGoDaddy
172.420-2.860-1.63%2.39M413.19M172.240175.280175.100171.78024.37B24.20B141.36M140.33M-2.97%-0.95%-18.44%-15.23%+13.23%+51.95%-12.64%--1.70%26.7326.731.89%Software - Infrastructure
AMZNAmazon
194.540-4.710-2.36%62.35M12.07B195.600199.250196.730190.8502.06T1.82T10.60B9.38B-5.11%-8.54%-15.10%-13.95%+4.32%+10.94%-11.33%--0.67%35.1835.182.95%Internet Retail
DOCUDocuSign
77.860-1.970-2.47%3.28M258.86M80.00079.83081.11076.93015.73B15.55B202.02M199.72M-4.70%-6.97%-13.95%-23.86%+37.49%+39.11%-13.43%--1.64%16.15216.285.24%Software - Application
VEEVVeeva Systems
239.640-7.160-2.90%2.11M509.95M244.100246.800247.620238.88538.91B35.67B162.35M148.84M+9.45%+5.98%+1.03%-2.58%+9.95%+5.20%+13.98%--1.42%55.4755.473.54%Health Information Services
DBXDropbox
25.600-0.820-3.10%4.37M112.51M25.96026.42026.14525.4157.51B5.26B293.34M205.42M-1.16%-2.51%-20.10%-11.33%+4.11%+6.58%-14.78%--2.13%18.2918.292.76%Software - Infrastructure
ADBEAdobe
435.080-14.320-3.19%4.00M1.75B443.105449.400444.540433.230189.39B188.90B435.30M434.16M-1.28%-2.10%+0.46%-20.60%-18.96%-21.14%-2.16%--0.92%35.2035.202.52%Software - Application
ZMZoom Communications
73.470-2.510-3.30%3.22M238.81M75.71075.98075.85073.04022.43B19.21B305.23M261.46M-1.13%-9.41%-14.69%-14.15%+8.70%+9.40%-9.97%--1.23%22.8922.893.70%Software - Application
MSFTMicrosoft
380.160-13.150-3.34%32.84M12.51B385.840393.310386.400377.2202.83T2.82T7.43B7.42B-2.14%-5.90%-7.03%-14.59%-11.36%-5.70%-9.63%0.81%0.44%30.6332.222.33%Software - Infrastructure
CRMSalesforce
272.900-9.990-3.53%10.04M2.75B276.970282.890278.345270.721262.26B253.57B961.00M929.16M-6.88%-11.49%-16.24%-22.29%+7.49%-10.11%-18.37%0.59%1.08%42.9142.912.70%Software - Application
WDAYWorkday
243.000-9.380-3.72%2.29M560.60M249.920252.380251.450241.63064.64B51.54B266.00M212.10M-4.54%-7.18%-10.63%-13.19%-2.82%-8.07%-5.82%--1.08%124.62124.623.89%Software - Application
RNGRingCentral
26.990-1.050-3.74%1.83M49.82M27.82028.04028.04026.6402.45B1.96B90.72M72.54M-3.50%-6.71%-20.17%-35.32%-8.13%-25.05%-22.91%--2.53%LossLoss4.99%Software - Application
ORCLOracle
148.790-6.370-4.11%21.49M3.20B150.530155.160152.520146.800416.16B240.60B2.80B1.62B-8.17%-12.46%-14.71%-21.68%-7.74%+33.78%-10.49%1.08%1.33%34.9340.113.69%Software - Infrastructure
ADSKAutodesk
248.400-11.350-4.37%3.20M799.03M256.610259.750256.925246.31052.91B52.79B213.00M212.50M-8.69%-12.92%-17.52%-19.49%-5.89%-1.37%-15.96%--1.51%48.5248.524.09%Software - Application
GOOGAlphabet-C
167.810-7.740-4.41%28.99M4.86B170.160175.550170.450165.5652.05T1.84T12.19B10.94B-0.39%-7.28%-10.23%-5.14%+6.20%+23.71%-11.78%0.36%0.27%20.8720.872.78%Internet Content & Information
GOOGLAlphabet-A
165.870-7.790-4.49%43.60M7.23B168.260173.660168.460163.6902.02T1.81T12.19B10.94B-0.57%-7.36%-10.40%-5.31%+5.58%+23.08%-12.28%0.36%0.40%20.6320.632.75%Internet Content & Information
INTUIntuit
579.780-29.830-4.89%2.38M1.38B603.890609.610606.350575.440162.08B158.08B279.56M272.66M-3.55%+2.21%+0.16%-10.18%-11.23%-10.49%-7.60%0.67%0.87%54.2455.595.07%Software - Application
JGAurora Mobile
9.1300-0.4700-4.90%86.45K806.93K9.60009.60009.81199.020054.65M18.75M5.99M2.05M-17.60%-17.00%-17.75%+20.45%+96.34%+185.31%+29.16%--4.21%LossLoss8.25%Software - Infrastructure
SAPSAP SE
261.310-15.490-5.60%1.79M470.63M268.730276.800269.360259.200304.97B268.54B1.17B1.03B-6.89%-8.17%-6.55%+3.47%+18.09%+37.11%+6.13%0.87%0.17%91.0291.023.67%Software - Application
BABAAlibaba
132.540-8.080-5.75%33.48M4.49B135.995140.620137.950131.000314.91B288.80B2.38B2.18B+1.32%+2.71%+28.05%+43.57%+56.50%+84.12%+56.32%0.75%1.54%19.3030.794.94%Internet Retail
OKTAOkta
105.190-7.250-6.45%5.84M623.28M111.010112.440111.070104.92018.26B17.09B173.60M162.50M+20.69%+15.75%+8.44%+26.43%+42.03%-4.63%+33.49%--3.59%1753.171753.175.47%Software - Infrastructure
AIC3.ai
20.960-1.570-6.97%6.43M136.26M21.61522.53022.11020.5102.78B2.31B132.74M110.21M-4.86%-22.02%-37.40%-49.71%-8.87%-33.88%-39.12%--5.83%LossLoss7.10%Software - Application
TWLOTwilio
98.570-7.510-7.08%4.12M410.08M103.010106.080103.01097.56015.05B14.16B152.63M143.67M-15.33%-16.48%-32.32%-10.55%+65.78%+59.34%-8.80%--2.87%LossLoss5.14%Software - Infrastructure
TTDThe Trade Desk
60.310-4.600-7.09%13.48M833.19M64.04064.91064.60060.20029.92B27.00B496.09M447.66M-10.21%-18.72%-48.58%-55.25%-43.14%-26.08%-48.69%--3.01%77.3277.326.78%Software - Application
DDOGDatadog
101.650-7.980-7.28%9.45M969.24M107.380109.630107.590100.85034.53B31.15B339.72M306.47M-10.18%-13.50%-28.74%-36.94%-6.97%-16.21%-28.86%--3.08%195.48195.486.15%Software - Application
SHOPShopify
92.750-7.380-7.37%16.39M1.53B96.070100.13096.18791.690120.09B112.05B1.29B1.21B-12.98%-19.68%-21.00%-19.55%+28.02%+21.78%-12.77%--1.36%59.8459.844.49%Software - Application
CRWDCrowdStrike
308.860-24.640-7.39%7.00M2.17B322.650333.500323.945303.79076.56B71.27B247.87M230.77M-19.30%-21.15%-26.74%-12.65%+19.19%-4.33%-9.73%--3.03%LossLoss6.04%Software - Infrastructure
NOWServiceNow
783.830-66.800-7.85%3.90M3.09B823.400850.630832.000777.910161.47B161.03B206.00M205.44M-13.89%-15.50%-22.26%-30.05%-10.82%+3.45%-26.06%--1.90%114.60114.606.36%Software - Application
Lalula : the answer is no…. dont catch the knife