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Download the full report below or log in to your account. Here’s a sneak peek. 👀 What to expect in our monthly report? 🪙 Crypto: Circle, Bullish. 📢 CRM: HubSpot, Veeva. 🚗 Automotive: Ferrari NIO. 👟 Apparel: Amer Sports, On. ☁️ Hyperscalers: CoreWeave. 🔒 Security: Dynatrace, Fortinet. 📊 Data: Datadog, Elastic, Palantir. 👔 Buffett: Berkshire, Chevron, Oxy. ⚙️ Chip design: AMD, ARM, NVIDIA. 🏈 Sports betting: DraftKings, Flutter. 🏍️ Gig economy: Lyft, Instacart, Uber. 💬 Social: Match Group, Pinterest, Reddit. 📢 Advertising: Applovin, The Trade Desk. 📦 Commerce software: Global-e, Shopify. 🔬 Semis: Applied Materials, Analog Devices. 📱 Subscription: Duolingo, Peloton, The NYT. 🌐 Networks: Arista, Cisco, Nutanix, Palo Alto. ✈️ Travel: Airbnb, Expedia, Marriott, Tripadvisor. 💊 Pharma: Amgen, Eli Lilly, Pfizer, Novo Nordisk. 💻 Hardware: Dell, HP, Lenovo, Samsung, Xiaomi. 🛒 Retail: Walmart, Home Depot, Target, Best Buy. 🌯 Franchises: McDonald’s, Yum!, Restaurant Brands. 🎮 Gaming: NetEase, Nintendo, Sony, Take-Two, Tencent. 🍿 Entertainment: Disney, Live Nation, Paramount, Warner. 🛍️ E-commerce: Alibaba, Coupang, MercadoLibre, PDD, Sea. 💳 Payments: Affirm, Block, Chime, Dlocal, Global Payments, Nu, Toast. ☁️ Enterprise Software: Atlassian, Autodesk, Axon, C3.ai, Digital Ocean, Docebo, Figma, Intuit, Klaviyo, Monday, Paycom, Procore, Twilio, Workday, Zoom. And more, like Hims & Hers, Tempus, Warby, Celsius, Zillow, …
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