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Sector Scores (Sorted by
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Assets Displayed: 31 / 31

APP.US

Applovin

Giraffe α: 48.48

TTM Score

54.8

PY1 Score

54.4

PY2 Score

40.5

Profitability (P&L Composite) 16.7
Cash Flow (CF Composite) 17.6
Balance Sheet (BS Composite) 20.6
Market α: 7.0 Fund α: 41.5

BOX.US

Box Inc

Giraffe α: 14.77

TTM Score

10.1

PY1 Score

11.3

PY2 Score

12.9

Profitability (P&L Composite) -0.6
Cash Flow (CF Composite) 0.2
Balance Sheet (BS Composite) 10.4
Market α: 6.0 Fund α: 8.8

ADSK.US

Autodesk

Giraffe α: 14.35

TTM Score

17.7

PY1 Score

14.2

PY2 Score

14.1

Profitability (P&L Composite) 6.6
Cash Flow (CF Composite) 3.7
Balance Sheet (BS Composite) 7.4
Market α: 1.6 Fund α: 12.8

FTNT.US

Fortinet

Giraffe α: 13.61

TTM Score

32.3

PY1 Score

30.7

PY2 Score

31.5

Profitability (P&L Composite) 5.1
Cash Flow (CF Composite) 7.6
Balance Sheet (BS Composite) 19.6
Market α: -11.7 Fund α: 25.3

NOW.US

Servicenow Inc

Giraffe α: 12.58

TTM Score

11.0

PY1 Score

15.0

PY2 Score

15.4

Profitability (P&L Composite) 1.2
Cash Flow (CF Composite) 4.5
Balance Sheet (BS Composite) 5.3
Market α: 2.1 Fund α: 10.5

ORCL.US

Oracle Corp

Giraffe α: 12.00

TTM Score

4.2

PY1 Score

7.0

PY2 Score

11.2

Profitability (P&L Composite) -0.8
Cash Flow (CF Composite) -4.3
Balance Sheet (BS Composite) 9.3
Market α: 6.9 Fund α: 5.1

ZM.US

Zoom Communications

Giraffe α: 8.15

TTM Score

12.5

PY1 Score

8.2

PY2 Score

8.1

Profitability (P&L Composite) 4.3
Cash Flow (CF Composite) 3.6
Balance Sheet (BS Composite) 4.7
Market α: -0.1 Fund α: 8.3

DBX.US

Dropbox Inc

Giraffe α: 7.65

TTM Score

11.8

PY1 Score

10.1

PY2 Score

9.0

Profitability (P&L Composite) 1.1
Cash Flow (CF Composite) 2.5
Balance Sheet (BS Composite) 8.3
Market α: -0.9 Fund α: 8.6

WDAY.US

Workday

Giraffe α: 7.51

TTM Score

2.7

PY1 Score

0.8

PY2 Score

4.4

Profitability (P&L Composite) -0.3
Cash Flow (CF Composite) 1.4
Balance Sheet (BS Composite) 1.6
Market α: 5.5 Fund α: 2.0

CRM.US

Salesforce, Inc.

Giraffe α: 6.99

TTM Score

5.2

PY1 Score

3.4

PY2 Score

3.4

Profitability (P&L Composite) 1.4
Cash Flow (CF Composite) 2.8
Balance Sheet (BS Composite) 1.0
Market α: 3.5 Fund α: 3.5

AMS.MC

Amadeus IT Group

Giraffe α: 6.51

TTM Score

7.6

PY1 Score

9.5

PY2 Score

7.3

Profitability (P&L Composite) -5.8
Cash Flow (CF Composite) 1.9
Balance Sheet (BS Composite) 11.6
Market α: 0.0 Fund α: 6.5

SNPS.US

Synopsys

Giraffe α: 5.15

TTM Score

-2.7

PY1 Score

2.0

PY2 Score

5.4

Profitability (P&L Composite) 1.0
Cash Flow (CF Composite) -1.1
Balance Sheet (BS Composite) -2.6
Market α: 4.9 Fund α: 0.3

ZS.US

Zscaler

Giraffe α: 4.09

TTM Score

1.0

PY1 Score

3.4

PY2 Score

3.4

Profitability (P&L Composite) -0.4
Cash Flow (CF Composite) 0.8
Balance Sheet (BS Composite) 0.6
Market α: 2.3 Fund α: 1.8

PD.US

Pagerduty

Giraffe α: 0.51

TTM Score

2.7

PY1 Score

-7.0

PY2 Score

-14.5

Profitability (P&L Composite) 2.5
Cash Flow (CF Composite) -0.9
Balance Sheet (BS Composite) 1.1
Market α: 3.4 Fund α: -2.9

NTNX.US

Nutanix Inc

Giraffe α: -2.18

TTM Score

5.3

PY1 Score

7.3

PY2 Score

6.1

Profitability (P&L Composite) 2.9
Cash Flow (CF Composite) 1.8
Balance Sheet (BS Composite) 0.6
Market α: -7.0 Fund α: 4.9

OKTA.US

Okta, Inc.

Giraffe α: -3.42

TTM Score

-0.9

PY1 Score

-1.8

PY2 Score

-4.2

Profitability (P&L Composite) -0.4
Cash Flow (CF Composite) 5.6
Balance Sheet (BS Composite) -6.1
Market α: -1.9 Fund α: -1.5

NTAP.US

NetApp Inc

Giraffe α: -5.14

TTM Score

11.2

PY1 Score

9.5

PY2 Score

10.1

Profitability (P&L Composite) -2.1
Cash Flow (CF Composite) 0.2
Balance Sheet (BS Composite) 13.0
Market α: -13.5 Fund α: 8.4

SHOP.TO

Shopify

Giraffe α: -5.78

TTM Score

0.3

PY1 Score

0.3

PY2 Score

0.8

Profitability (P&L Composite) -3.8
Cash Flow (CF Composite) -1.9
Balance Sheet (BS Composite) 6.0
Market α: -6.1 Fund α: 0.3

BILL.US

Bill Holdings

Giraffe α: -7.00

TTM Score

-8.8

PY1 Score

-9.8

PY2 Score

-10.7

Profitability (P&L Composite) -1.2
Cash Flow (CF Composite) -2.7
Balance Sheet (BS Composite) -4.9
Market α: 0.6 Fund α: -7.6

DDOG.US

Datadog Inc

Giraffe α: -7.90

TTM Score

1.1

PY1 Score

2.4

PY2 Score

5.3

Profitability (P&L Composite) 1.8
Cash Flow (CF Composite) 1.2
Balance Sheet (BS Composite) -1.9
Market α: -9.8 Fund α: 1.9

TEAM.US

Atlassian Corp

Giraffe α: -10.40

TTM Score

-3.8

PY1 Score

-4.2

PY2 Score

-4.0

Profitability (P&L Composite) 1.2
Cash Flow (CF Composite) -3.0
Balance Sheet (BS Composite) -2.0
Market α: -7.2 Fund α: -3.2

IOT.US

Samsara Inc

Giraffe α: -12.09

TTM Score

-13.0

PY1 Score

-17.0

PY2 Score

-23.5

Profitability (P&L Composite) 0.5
Cash Flow (CF Composite) -9.0
Balance Sheet (BS Composite) -4.5
Market α: 0.9 Fund α: -13.0

PANW.US

Palo Alto Networks

Giraffe α: -15.90

TTM Score

4.5

PY1 Score

7.7

PY2 Score

13.0

Profitability (P&L Composite) -0.6
Cash Flow (CF Composite) 6.6
Balance Sheet (BS Composite) -1.6
Market α: -21.6 Fund α: 5.7

TWLO.US

Twilio Inc.

Giraffe α: -16.39

TTM Score

-16.6

PY1 Score

-20.3

PY2 Score

-21.1

Profitability (P&L Composite) -8.2
Cash Flow (CF Composite) -6.0
Balance Sheet (BS Composite) -2.4
Market α: -1.5 Fund α: -14.9

CRWV.US

CoreWeave Inc

Giraffe α: -18.33

TTM Score

-22.8

PY1 Score

-26.5

PY2 Score

-35.7

Profitability (P&L Composite) -11.7
Cash Flow (CF Composite) -7.7
Balance Sheet (BS Composite) -3.3
Market α: 2.8 Fund α: -21.2

CRWD.US

CrowdStrike Holdings, Inc.

Giraffe α: -20.77

TTM Score

2.3

PY1 Score

0.3

PY2 Score

6.3

Profitability (P&L Composite) -0.9
Cash Flow (CF Composite) 1.0
Balance Sheet (BS Composite) 2.1
Market α: -22.8 Fund α: 2.0

RBRK.US

Rubrik

Giraffe α: -23.03

TTM Score

-14.4

PY1 Score

-20.5

PY2 Score

-21.5

Profitability (P&L Composite) -3.7
Cash Flow (CF Composite) -5.6
Balance Sheet (BS Composite) -5.1
Market α: -8.9 Fund α: -14.1

DOCN.US

DigitalOcean Holdings Inc

Giraffe α: -23.06

TTM Score

1.3

PY1 Score

-4.0

PY2 Score

-1.6

Profitability (P&L Composite) -4.7
Cash Flow (CF Composite) -3.4
Balance Sheet (BS Composite) 9.4
Market α: -22.4 Fund α: -0.7

SNOW.US

Snowflake Inc

Giraffe α: -27.24

TTM Score

-30.3

PY1 Score

-32.3

PY2 Score

-26.4

Profitability (P&L Composite) -8.3
Cash Flow (CF Composite) -5.5
Balance Sheet (BS Composite) -16.5
Market α: -3.1 Fund α: -24.1

SAIL.US

Sailpoint Inc

Giraffe α: -34.05

TTM Score

-31.0

PY1 Score

-38.0

PY2 Score

-40.4

Profitability (P&L Composite) -8.2
Cash Flow (CF Composite) -14.1
Balance Sheet (BS Composite) -8.7
Market α: -6.1 Fund α: -28.0

FIG.US

Figma Inc

Giraffe α: -34.47

TTM Score

-32.7

PY1 Score

-11.3

PY2 Score

-27.8

Profitability (P&L Composite) -11.3
Cash Flow (CF Composite) -6.2
Balance Sheet (BS Composite) -15.2
Market α: -14.2 Fund α: -20.2