AS
持仓快照
Alex Sacerdote
Whale Rock Capital Management
Alpha 投资人 · 13F 仅覆盖公开市场披露仓位
49 持仓·0 已清仓·总计 73.4亿·2020 Q1 · 数据来源 SEC 13F
| # | 股票 Stock | 仓位 % of Portfolio | 近期动作 Recent Activity | 持股 Shares | 申报价 Reported Price* | 市值（亿） Value | 现价 Current Price | 较申报价 +/- Reported Price | 52周低点 52 Week Low | 52周高点 52 Week High |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 亚马逊（AMZN）AMAZON | 7.61% | — | 286,490 | $1949.72 | 5.59亿 | — | — | — | — |
| 2 | 微软（MSFT）MICROSOFT | 6.95% | — | 3,233,699 | $157.71 | 5.10亿 | — | — | — | — |
| 3 | Tesla, Inc.（TSLA）Tesla, Inc. | 4.31% | — | 604,748 | $524.00 | 3.17亿 | — | — | — | — |
| 4 | Shopify公司（SHOP）SHOPIFY | 4.28% | — | 754,458 | $416.93 | 3.15亿 | — | — | — | — |
| 5 | Zoom（ZM）ZOOM VIDEO COMMUNICATIONS IN | 4.10% | — | 2,061,352 | $146.12 | 3.01亿 | — | — | — | — |
| 6 | 飞塔（FTNT）FORTINET | 4.00% | — | 2,906,095 | $101.17 | 2.94亿 | — | — | — | — |
| 7 | ServiceNow（NOW）SERVICENOW | 3.23% | — | 827,034 | $286.58 | 2.37亿 | — | — | — | — |
| 8 | 数据狗（DDOG）DATADOG | 3.17% | — | 6,479,221 | $35.98 | 2.33亿 | — | — | — | — |
| 9 | 思迈特公司（SMAR）SMARTSHEET | 3.17% | — | 5,611,098 | $41.51 | 2.33亿 | — | — | — | — |
| 10 | 奥克塔（OKTA）OKTA | 3.11% | — | 1,867,376 | $122.26 | 2.28亿 | — | — | — | — |
| 11 | 库帕软件（COUP）COUPA SOFTWARE | 2.65% | — | 1,394,241 | $139.73 | 1.95亿 | — | — | — | — |
| 12 | 谷歌（GOOGL）ALPHABET | 2.58% | — | 163,132 | $1161.95 | 1.90亿 | — | — | — | — |
| 13 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 2.43% | — | 3,211,084 | $55.68 | 1.79亿 | — | — | — | — |
| 14 | 泽德斯克（ZEN）ZENDESK | 2.41% | — | 2,772,234 | $64.01 | 1.77亿 | — | — | — | — |
| 15 | DocuSign（DOCU）DOCUSIGN | 2.32% | — | 1,849,972 | $92.40 | 1.71亿 | — | — | — | — |
| 16 | MongoDB公司（MDB）MONGODB | 2.19% | — | 1,181,017 | $136.54 | 1.61亿 | — | — | — | — |
| 17 | 阿瓦拉（AVLR）AVALARA | 2.18% | — | 2,144,177 | $74.60 | 1.60亿 | — | — | — | — |
| 18 | 京东（JD）JD | 1.98% | — | 3,595,521 | $40.50 | 1.46亿 | — | — | — | — |
| 19 | 迪士尼（DIS）DISNEY WALT | 1.91% | — | 1,457,014 | $96.60 | 1.41亿 | — | — | — | — |
| 20 | 阿里巴巴（BABA）ALIBABA HLDG | 1.91% | — | 723,030 | $194.48 | 1.41亿 | — | — | — | — |
| 21 | 英特尔（INTC）INTEL | 1.81% | — | 2,464,327 | $54.12 | 1.33亿 | — | — | — | — |
| 22 | 元宇宙平台公司（META）META PLATFORMS | 1.76% | — | 777,405 | $166.80 | 1.30亿 | — | — | — | — |
| 23 | 美光科技（MU）MICRON TECHNOLOGY | 1.76% | — | 3,071,459 | $42.06 | 1.29亿 | — | — | — | — |
| 24 | 米姆卡斯特（MIME）MIMECAST | 1.70% | — | 3,538,667 | $35.30 | 1.25亿 | — | — | — | — |
| 25 | 阿尔泰克斯（AYX）ALTERYX | 1.66% | — | 1,286,355 | $95.17 | 1.22亿 | — | — | — | — |
| 26 | Zscaler公司（ZS）ZSCALER | 1.66% | — | 2,007,788 | $60.86 | 1.22亿 | — | — | — | — |
| 27 | 泛林集团（LRCXXXXX）LAM RESEARCH | 1.64% | — | 502,846 | $240.00 | 1.21亿 | — | — | — | — |
| 28 | 赛睿人力资本（DAY）CERIDIAN HCM HLDG | 1.62% | — | 2,377,276 | $50.07 | 1.19亿 | — | — | — | — |
| 29 | 动视暴雪ACTIVISION BLIZZARD | 1.60% | — | 1,974,972 | $59.48 | 1.17亿 | — | — | — | — |
| 30 | NVIDIA CORP（NVDA）NVIDIA CORP | 1.58% | — | 441,595 | $263.60 | 1.16亿 | — | — | — | — |
| 31 | 卡瓦纳（CVNA）CARVANA | 1.48% | — | 1,983,209 | $55.09 | 1.09亿 | — | — | — | — |
| 32 | 台积电（TSM）TAIWAN SEMICONDUCTOR MFG | 1.48% | — | 2,272,727 | $47.79 | 1.09亿 | — | — | — | — |
| 33 | Apple Inc.（AAPL）Apple Inc. | 1.42% | — | 412,184 | $254.29 | 1.05亿 | — | — | — | — |
| 34 | Cloudflare（NET）CLOUDFLARE | 1.39% | — | 4,368,813 | $23.48 | 1.03亿 | — | — | — | — |
| 35 | 特维利奥（TWLO）TWILIO | 1.13% | — | 931,356 | $89.49 | 0.83亿 | — | — | — | — |
| 36 | 库力索法（KLIC）KULICKE & SOFFA INDS | 1.12% | — | 3,958,418 | $20.87 | 0.83亿 | — | — | — | — |
| 37 | 五九（FIVN）FIVE9 | 1.10% | — | 1,063,010 | $76.46 | 0.81亿 | — | — | — | — |
| 38 | 冬海集团（SE）SEA | 1.09% | — | 1,807,148 | $44.31 | 0.80亿 | — | — | — | — |
| 39 | 芯源系统（MPWR）MONOLITHIC PWR SYS | 1.04% | — | 457,933 | $167.46 | 0.77亿 | — | — | — | — |
| 40 | 韦费尔（W）WAYFAIR | 0.92% | — | 1,275,912 | $53.44 | 0.68亿 | — | — | — | — |
| 41 | 比尔控股（BILL）BILL | 0.75% | — | 1,616,464 | $34.20 | 0.55亿 | — | — | — | — |
| 42 | 佩洛顿互动（PTON）PELOTON INTERACTIVE | 0.70% | — | 1,954,977 | $26.55 | 0.52亿 | — | — | — | — |
| 43 | 锐讯（RNG）RINGCENTRAL | 0.69% | — | 239,736 | $211.91 | 0.51亿 | — | — | — | — |
| 44 | 法斯特利（FSLY）FASTLY | 0.65% | — | 2,550,860 | $18.98 | 0.48亿 | — | — | — | — |
| 45 | 安纳普兰（PLAN）ANAPLAN | 0.54% | — | 1,333,141 | $30.26 | 0.40亿 | — | — | — | — |
| 46 | 美信集成（MXIM）MAXIM INTEGRATED PRODS | 0.37% | — | 572,873 | $48.61 | 0.28亿 | — | — | — | — |
| 47 | 石科控股（STNE）STONECO | 0.32% | — | 1,089,620 | $21.77 | 0.24亿 | — | — | — | — |
| 48 | 卡迪利克斯（CDLX）CARDLYTICS | 0.18% | — | 388,319 | $34.96 | 0.14亿 | — | — | — | — |
| 49 | 推特（TWTR）TWITTER | 0.08% | — | 253,316 | $24.56 | 0.06亿 | — | — | — | — |
数据来源：SEC EDGAR 13F-HR · 数值为申报日市值，不构成投资建议 · Atreides 可能持有未在 13F 中披露的私募投资、空头或其他非披露资产