Collection
Adobe Inc.
$348.31
-22.21% YTD
90%+ of creative pros use Photoshop
ADBE
Amazon.com, Inc.
$221.78
-0.11% YTD
32% market share
AMZN
AppLovin Corp.
$631.85
+90.86% YTD
58% revenue growth from software
APP
ASML Holding N.V.
$1002.30
+42.10% YTD
100% market share in EUV
ASML
Axon Enterprise
$714.60
+18.30% YTD
18,000+ public safety agencies
AXON
Booking Holdings
$5242.00
+5.04% YTD
900M+ room nights annually
BKNG
Braze, Inc.
$27.61
-34.91% YTD
2,000+ enterprise customers
BRZE
Celsius Holdings, Inc.
$61.06
+129.38% YTD
~12% US market share
CELH
Salesforce Inc.
$239.74
-28.71% YTD
Core of the CRM platform
CRM
CrowdStrike Holdings
$484.62
+39.85% YTD
120%+ net retention rate
CRWD
DoorDash, Inc.
$276.78
+63.98% YTD
~65% market share
DASH
Datadog, Inc.
$154.52
+6.57% YTD
29,000+ customers
DDOG
Duolingo, Inc.
$319.98
-2.24% YTD
8M+ paid subscribers
DUOL
Equifax Inc.
$237.99
-7.25% YTD
Fastest growing and highest margin segment
EFX
e.l.f. Beauty, Inc.
$140.60
+11.01% YTD
12% US market share
ELF
Fair Isaac Corporation
$1879.55
-6.26% YTD
10B+ scores sold annually
FICO
Shift4 Payments
$78.10
-26.07% YTD
$175B+ processed volume
FOUR
Fortinet, Inc.
$84.92
-10.95% YTD
Core of the Security Fabric
FTNT
Alphabet Inc.
$245.76
+28.91% YTD
91% market share
GOOGL
GitLab Inc.
$46.15
-19.26% YTD
30M+ registered users
GTLB
Hims & Hers Health, Inc.
$57.97
+135.46% YTD
Accounts for >95% of sales
HIMS
Intuit Inc.
$657.99
+3.30% YTD
Primary revenue and profit driver
INTU
Life360, Inc.
$106.04
+153.56% YTD
66M+ MAUs, 1.8M+ paying circles
LIF
MongoDB, Inc.
$318.46
+36.04% YTD
66% of total revenue
MDB
Meta Platforms, Inc.
$713.08
+20.92% YTD
Generates virtually all of company profit
META
monday.com Ltd.
$178.96
-24.81% YTD
225,000+ customers
MNDY
MSCI Inc.
$569.11
-5.38% YTD
$16T+ in assets benchmarked
MSCI
ServiceNow, Inc.
$904.24
-15.77% YTD
Foundation of the Now Platform
NOW
Nu Holdings
$15.13
+45.90% YTD
Core market, highly profitable
NU
Oddity Tech
$59.40
+37.47% YTD
3M+ AI diagnostic assessments
ODD
Okta, Inc.
$90.89
+13.61% YTD
19,000+ customers
OKTA
Oscar Health
$22.47
+64.01% YTD
1.6M+ members
OSCR
Palantir Technologies
$182.17
+139.07% YTD
Long-term government contracts
PLTR
PayPal Holdings, Inc.
$74.61
-13.08% YTD
$1.5T TPV in 2024
PYPL
Sea Limited
$191.01
+81.59% YTD
Primary revenue driver
SE
Shopify Inc.
$161.28
+50.03% YTD
$235B+ GMV
SHOP
Snap Inc.
$8.13
-26.09% YTD
430M+ Daily Active Users
SNAP
S&P Global Inc.
$481.22
-3.73% YTD
Highly profitable, cyclical business
SPGI
Spotify Tech.
$680.44
+51.01% YTD
250M+ premium subscribers
SPOT
Toast, Inc.
$37.17
+1.25% YTD
120,000+ restaurant locations
TOST
Uber Technologies
$97.80
+57.26% YTD
Largest segment by revenue
UBER
Zeta Global
$19.96
+9.79% YTD
2.4B+ identity profiles
ZETA