Airbnb, Inc. Class A Common Stock

CrowdStrike Holdings, Inc. Class A Common Stock

Datadog, Inc. Class A Common Stock

Doximity, Inc.

Snowflake Inc.

Upstart Holdings, Inc. Common stock

Zscaler, Inc. Common Stock

I'm in the process of updating my company metrics tracking spreadsheet and decided to include a calculation for the Rule of 40 for SaaS companies. Turns out I own a couple positions who meet the Rule of 100. What others are out there that aren't listed below?

- $UPST: 271% (this is more like 145% after the next earnings)
- $ABNB: 135%
- $DDOG: 106%
- $DOCS: 101%
- $SNOW: 100%

Honorable mentions:
- $CRWD: 93%
- $ZS: 80%

^ I use FCF for my margin.

Golden Lake Partners

Rule of 40^? How about the Rule of 100?

Steve Matt