Cloud Capital Management, LLC Software—Application

Cloud Capital Management, LLC

$190 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SAP Sap Se	$279B	$165,000 0.09% of portfolio	618	Q3 2025 New
SNOW Snowflake Inc.	$82.2B	$142,000 0.07% of portfolio	634	Q3 2025 New
SHOP Shopify Inc.	$174B	$138,000 0.07% of portfolio	932	Q3 2025 New
AGYS Agilysys Inc	$3.25B	$125,000 0.07% of portfolio	1,196	Q3 2025 New
NOW Service Now, Inc.	$169B	$112,000 0.06% of portfolio	122	Q3 2025 New
INTU Intuit Inc	$182B	$85,000 0.04% of portfolio	125	Q3 2025 New
UBER Uber Technologies, Inc	$181B	$67,000 0.04% of portfolio	689	Q3 2025 New
MNDY Monday.Com Ltd.	$7.02B	$65,000 0.03% of portfolio	337	Q3 2025 New
APP App Lovin Corp	$163B	$61,000 0.03% of portfolio	86	Q3 2025 New

ZM Zoom Video Communications, Inc.	$21.1B	$42,000 0.02% of portfolio	519	Q3 2025 New
COIN Coinbase Global, Inc.	$40.3B	$36,000 0.02% of portfolio	108	Q3 2025 New
CDNS Cadence Design Systems Inc	$86.4B	$35,000 0.02% of portfolio	100	Q3 2025 New
HUBS Hubspot Inc	$19B	$35,000 0.02% of portfolio	76	Q3 2025 New
DDOG Datadog, Inc.	$53.8B	$21,000 0.01% of portfolio	149	Q3 2025 New
CRM Salesforce, Inc.	$237B	$17,000 0.01% of portfolio	72	Q3 2025 New
DOCU Docusign, Inc.	$13.6B	$15,000 0.01% of portfolio	214	Q3 2025 New
MSTR Microstrategy Inc	$1.87B	$11,000 0.01% of portfolio	35	Q3 2025 New
ADSK Autodesk, Inc.	$53.1B	$10,000 0.01% of portfolio	33	Q3 2025 New

PAYC Paycom Software, Inc.	$9.97B	$7,000 0.0% of portfolio	38	Q3 2025 New
SSNC Ss&C Technologies Holdings Inc	$21.3B	$5,000 0.0% of portfolio	57	Q3 2025 New
FICO Fair Isaac Corp	$44B	$4,000 0.0% of portfolio	3	Q3 2025 New
WDAY Workday, Inc.	$46.4B	$4,000 0.0% of portfolio	19	Q3 2025 New
PTC Ptc Inc.	$20.5B	$3,000 0.0% of portfolio	19	Q3 2025 New
BSY Bentley Systems Inc	$11.9B	$2,000 0.0% of portfolio	43	Q3 2025 New
GWRE Guidewire Software, Inc.	$18.7B	$2,000 0.0% of portfolio	10	Q3 2025 New
CDAY Ceridian Hcm Holding Inc.	$9.88B	$1,000 0.0% of portfolio	19	Q3 2025 New
DT Dynatrace, Inc.	$13.5B	$1,000 0.0% of portfolio	38	Q3 2025 New
MANH Manhattan Associates Inc	$11.1B	$1,000 0.0% of portfolio	6	Q3 2025 New
PCTY Paylocity Holding Corp	$8.24B	$1,000 0.0% of portfolio	7	Q3 2025 New
PEGA Pegasystems Inc	$4.67B	$1,000 0.0% of portfolio	24	Q3 2025 New
TTD Trade Desk, Inc.	$18.6B	$1,000 0.0% of portfolio	22	Q3 2025 New
TYL Tyler Technologies Inc	$19.5B	$1,000 0.0% of portfolio	3	Q3 2025 New
U Unity Software Inc.	$11B	$1,000 0.0% of portfolio	45	Q3 2025 New
ALIT Alight, Inc.	$1.06B	$0 0.0% of portfolio	74	Q3 2025 New
ALRM Alarm.Com Holdings, Inc.	$2.5B	$0 0.0% of portfolio	7	Q3 2025 New
APPF Appfolio Inc	$5B	$0 0.0% of portfolio	2	Q3 2025 New
BILL Bill.Com Holdings, Inc.	$5.32B	$0 0.0% of portfolio	16	Q3 2025 New
BLKB Blackbaud Inc	$3.25B	$0 0.0% of portfolio	5	Q3 2025 New
CALX Calix, Inc	$3.84B	$0 0.0% of portfolio	2	Q3 2025 New
COMP Compass, Inc.	$3.88B	$0 0.0% of portfolio	6	Q3 2025 New
CVLT Commvault Systems Inc	$5.71B	$0 0.0% of portfolio	4	Q3 2025 New
CXM Sprinklr, Inc.	$825M	$0 0.0% of portfolio	1	Q3 2025 New
DUOL Duolingo, Inc.	$5.67B	$0 0.0% of portfolio	1	Q3 2025 New
DV Double Verify Holdings, Inc.	$1.71B	$0 0.0% of portfolio	2	Q3 2025 New
ESTC Elastic N.V.	$8.64B	$0 0.0% of portfolio	5	Q3 2025 New
FRSH Freshworks Inc.	$1.71B	$0 0.0% of portfolio	21	Q3 2025 New
GBTG Global Business Travel Group, Inc.	$409M	$0 0.0% of portfolio	28	Q3 2025 New
GTLB Gitlab Inc.	$3.86B	$0 0.0% of portfolio	1	Q3 2025 New
ZI Zoom Info Technologies Inc.	$4.09B	$0 0.0% of portfolio	24	Q3 2025 New
LYFT Lyft, Inc.	$7.96B	$0 0.0% of portfolio	15	Q3 2025 New

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