A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	Q	R	S	T	U	V	W	X
1	Main
2		Name	Ticker	Price	MC	Net Cash	EV	S/O	Update	Last	NPV	Upside	Discount	Terminal	ROIC	EV/E 22	EV/E 23	EV/E 24	2025	EPS 22	2023	2024	2025	Founded
3	x	Amazon	AMZN	105.45	1089403.95	-257	1089660.95	10331	Q123	5/1/2023	122.46219855453738	0.16132952635881814	0.08	0	0.01	204.1481585034686	90.5855143543663	60.42567576929098	32.95355588107394	0.5166584766584766	1.1643680265745642	1.7455307738343717	3.2007130570577433	1994
4	x	Oracle	ORCL	79.58	220914.08	-83042	303956.07999999996	2776	Q322	12/18/2022														1977
5	x	IBM	IBM	122	110781.540508	-36234	147015.540508	908.045414	Q123	5/10/2023														1911
6	x	Salesforce	CRM	146.88	146880	6442	140438	1000	Q322	1/20/2023	159.2157215866865	0.08398503258909651	0.08	0.01	0									1999
7	x	SAP	SAP	99.86	117834.8	870	116964.8		Q122															1972
8	x	ServiceNow	NOW	440	88000	3926	84074		Q122															2004
9	x	VMWare	VMW	122.42	51593.34366444	-8207	59800.34366444	421.445382	Q122															1998
10	x	Atlassian	TEAM	200.8	50947.578400000006	432.3990000000001	50515.17940000001	253.723	Q122	3/18/2023														2002
11	x	Workday	WDAY	190	47880	2134	45746	252	Q422	3/21/2023														2005
12	x	Snowflake	SNOW	135.57	42617.92077	5027.458	37590.46277	314.361	Q122															2012
13	x	Veeva	VEEV	228.96	35453.7702648	2838.553	32615.217264799998	154.847005	Q122	8/21/2022														2007
14	x	Zoom	ZM	70.6	20740																			2011
15	x	Datadog	DDOG	97	30555	970	29585	315	Q222	9/1/2022														2010
16		Obic	4684 JP
17		Palantir	PLTR	9.35	19036.6	2585	16451.6		Q122
18		Wisetech	WTC AU
19		DocuSign	DOCU	90.1	18840																			2003
20		Okta	OKTA	84	13188	282	12906	157	Q222	9/1/2022														2009
21		MongoDB	MDB	375.92	25610																			2007
22		Confluent			7120
23		Hashicorp	HCP	25.54	4800																			2012
24		Sprinklr	CXM	10.88	3000
25		Splunk	SPLK	114.84	17930
26		Dynatrace	DT	43.77	12660
27		Akamai	AKAM	97.08	15070
28		NICE	NICE	206.68	12990
29		Open Text	OTEX	40.37	11000
30		Qualtrics	XM	14.73	9140
31		Sage	SGE LN
32		YonYou	600588 CH
33		Bill Holdings	BILL
34		Twilio	TWLO	87.46	16020
35
36		Private							Founded
37		Databricks			30000				2013?
38		Notion			10000	275 Series C 10/8/2021	Sequoia, Coatue, Shine	50m Series B 4/2/2020 at 2B	2013
39		Flexport			10000
40		Citrix			12000
41		Drift			107