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·19 已清仓·总计 121.6亿·2021 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 | 5.42% | ↑ +33.7% | 213,351 | $3094.08 | 6.60亿 | — | — | — | — |
| 2 | 谷歌（GOOGL）ALPHABET | 4.90% | New | 288,966 | $2062.52 | 5.96亿 | — | — | — | — |
| 3 | Tesla, Inc.（TSLA）Tesla, Inc. | 4.79% | ↓ -47.0% | 873,195 | $667.93 | 5.83亿 | — | — | — | — |
| 4 | 比尔控股（BILL）BILL | 4.67% | ↑ +11.2% | 3,905,451 | $145.50 | 5.68亿 | — | — | — | — |
| 5 | 韦费尔（W）WAYFAIR | 4.16% | New | 1,608,311 | $314.75 | 5.06亿 | — | — | — | — |
| 6 | Shopify公司（SHOP）SHOPIFY | 3.86% | ↓ -5.3% | 425,207 | $1106.50 | 4.70亿 | — | — | — | — |
| 7 | 元宇宙平台公司（META）META PLATFORMS | 3.58% | ↑ +2665.1% | 1,478,353 | $294.53 | 4.35亿 | — | — | — | — |
| 8 | 应用材料（AMAT）APPLIED MATLS | 3.31% | New | 3,021,927 | $133.60 | 4.04亿 | — | — | — | — |
| 9 | 佩洛顿互动（PTON）PELOTON INTERACTIVE | 3.18% | ↓ -20.1% | 3,444,987 | $112.44 | 3.87亿 | — | — | — | — |
| 10 | 沃客德（WDAY）WORKDAY | 3.16% | New | 1,549,438 | $248.43 | 3.85亿 | — | — | — | — |
| 11 | 五九（FIVN）FIVE9 | 3.14% | ↓ -23.7% | 2,443,957 | $156.33 | 3.82亿 | — | — | — | — |
| 12 | 拼趣（PINS）PINTEREST | 3.07% | ↓ -31.5% | 5,050,733 | $74.03 | 3.74亿 | — | — | — | — |
| 13 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 3.05% | ↓ -42.8% | 2,033,269 | $182.51 | 3.71亿 | — | — | — | — |
| 14 | 迪士尼（DIS）DISNEY WALT | 3.02% | ↓ -33.4% | 1,993,838 | $184.52 | 3.68亿 | — | — | — | — |
| 15 | 甲骨文（ORCL）ORACLE | 2.99% | New | 5,189,215 | $70.17 | 3.64亿 | — | — | — | — |
| 16 | 贝壳（BEKE）KE | 2.98% | ↑ +138.7% | 6,369,603 | $56.98 | 3.63亿 | — | — | — | — |
| 17 | 美卡多（MELI）MERCADOLIBRE | 2.94% | ↓ -17.0% | 243,022 | $1472.14 | 3.58亿 | — | — | — | — |
| 18 | MongoDB公司（MDB）MONGODB | 2.78% | ↓ -7.2% | 1,265,138 | $267.43 | 3.38亿 | — | — | — | — |
| 19 | 数据狗（DDOG）DATADOG | 2.66% | — | 3,883,470 | $83.34 | 3.24亿 | — | — | — | — |
| 20 | 猫途鹰（TRIP）TRIPADVISOR | 2.57% | ↑ +7.8% | 5,816,041 | $53.79 | 3.13亿 | — | — | — | — |
| 21 | 卡瓦纳（CVNA）CARVANA | 2.37% | ↓ -18.7% | 1,100,302 | $262.40 | 2.89亿 | — | — | — | — |
| 22 | 法斯特利（FSLY）FASTLY | 2.28% | — | 4,121,426 | $67.28 | 2.77亿 | — | — | — | — |
| 23 | 宾夕法尼亚国家博彩（PENN）PENN NATL GAMING | 2.05% | ↓ -56.6% | 2,382,213 | $104.84 | 2.50亿 | — | — | — | — |
| 24 | 科锐（CREE）CREE | 2.05% | ↓ -43.4% | 2,307,260 | $108.13 | 2.49亿 | — | — | — | — |
| 25 | 泽德斯克（ZEN）ZENDESK | 2.01% | ↑ +84.1% | 1,848,364 | $132.62 | 2.45亿 | — | — | — | — |
| 26 | 推特（TWTR）TWITTER | 1.96% | New | 3,758,488 | $63.63 | 2.39亿 | — | — | — | — |
| 27 | 思迈特公司（SMAR）SMARTSHEET | 1.88% | ↑ +18.6% | 3,584,619 | $63.92 | 2.29亿 | — | — | — | — |
| 28 | 特维利奥（TWLO）TWILIO | 1.87% | ↑ +73.3% | 670,430 | $340.76 | 2.28亿 | — | — | — | — |
| 29 | 冬海集团（SE）SEA | 1.82% | ↓ -57.3% | 994,231 | $223.23 | 2.22亿 | — | — | — | — |
| 30 | 阿斯麦（ASML）ASML HOLDING N V | 1.64% | New | 323,627 | $617.36 | 2.00亿 | — | — | — | — |
| 31 | 哔哩哔哩（BILI）BILIBILI | 1.62% | ↑ +6.9% | 1,841,893 | $107.06 | 1.97亿 | — | — | — | — |
| 32 | 台积电（TSM）TAIWAN SEMICONDUCTOR MFG | 1.21% | ↓ -69.0% | 1,251,240 | $118.28 | 1.48亿 | — | — | — | — |
| 33 | 库帕软件（COUP）COUPA SOFTWARE | 1.04% | ↓ -14.2% | 499,838 | $254.48 | 1.27亿 | — | — | — | — |
| 34 | 达克溪科技（DCT）DUCK CREEK TECHNOLOGIES | 0.83% | — | 2,247,629 | $45.14 | 1.01亿 | — | — | — | — |
| 35 | 微软（MSFT）MICROSOFT | 0.82% | New | 425,632 | $235.77 | 1.00亿 | — | — | — | — |
| 36 | PDD Holdings Inc.（PDD）PDD Holdings Inc. | 0.77% | ↓ -2.8% | 700,484 | $133.88 | 0.94亿 | — | — | — | — |
| 37 | 恩赛诺（NCNOXXXX）NCINO | 0.73% | New | 1,345,340 | $66.72 | 0.90亿 | — | — | — | — |
| 38 | 雪花公司（SNOW）SNOWFLAKE | 0.56% | — | 300,400 | $229.28 | 0.69亿 | — | — | — | — |
| 39 | DoorDash（DASH）DOORDASH | 0.54% | ↓ -1.1% | 502,500 | $131.13 | 0.66亿 | — | — | — | — |
| 40 | 爱彼迎（ABNB）AIRBNB | 0.46% | ↓ -1.4% | 300,000 | $187.94 | 0.56亿 | — | — | — | — |
| 41 | 酷澎（CPNG）COUPANG | 0.28% | New | 713,964 | $49.35 | 0.35亿 | — | — | — | — |
| 42 | Qualtrics国际（XM）QUALTRICS INTL | 0.13% | New | 500,000 | $32.91 | 0.16亿 | — | — | — | — |
| 43 | Affirm控股（AFRM）AFFIRM | 0.13% | New | 225,000 | $70.72 | 0.16亿 | — | — | — | — |
| 44 | Unity软件（U）UNITY SOFTWARE | 0.12% | — | 150,000 | $100.31 | 0.15亿 | — | — | — | — |
| 45 | ACV拍卖（ACVA）ACV AUCTIONS | 0.11% | New | 400,000 | $34.61 | 0.14亿 | — | — | — | — |
| 46 | 托马斯·布拉沃优势（TBA）THOMA BRAVO ADVANTAGE | 0.08% | New | 998,392 | $10.45 | 0.10亿 | — | — | — | — |
| 47 | C3 AI公司（AI）C3 AI | 0.08% | ↓ -12.1% | 152,500 | $65.91 | 0.10亿 | — | — | — | — |
| 48 | 奥洛（OLO）OLO | 0.07% | New | 350,000 | $26.39 | 0.09亿 | — | — | — | — |
| 49 | 杜比实验室（DLB）DOLBY LABORATORIES | 0.05% | New | 68,873 | $98.72 | 0.07亿 | — | — | — | — |
| 50 | 布洛克公司（XYZ）BLOCK | 0.00% | Sold Out | 2,788,458 | $217.64 | 6.07亿 | — | — | — | — |
| 51 | 恩智浦半导体（NXPI）NXP SEMICONDUCTORS N V | 0.00% | Sold Out | 2,706,573 | $159.01 | 4.30亿 | — | — | — | — |
| 52 | Match集团（MTCH）MATCH NEW | 0.00% | Sold Out | 2,452,051 | $151.19 | 3.71亿 | — | — | — | — |
| 53 | Zoom（ZM）ZOOM VIDEO COMMUNICATIONS IN | 0.00% | Sold Out | 1,049,062 | $337.32 | 3.54亿 | — | — | — | — |
| 54 | 优步（UBER）UBER TECHNOLOGIES | 0.00% | Sold Out | 6,695,827 | $51.00 | 3.41亿 | — | — | — | — |
| 55 | Zscaler公司（ZS）ZSCALER | 0.00% | Sold Out | 1,477,851 | $199.71 | 2.95亿 | — | — | — | — |
| 56 | 思睿逻辑（CRUS）CIRRUS LOGIC | 0.00% | Sold Out | 3,005,710 | $82.20 | 2.47亿 | — | — | — | — |
| 57 | Expedia集团（EXPE）EXPEDIA | 0.00% | Sold Out | 1,454,232 | $132.40 | 1.93亿 | — | — | — | — |
| 58 | 发发奇（FTCHQ）FARFETCH | 0.00% | Sold Out | 2,860,129 | $63.81 | 1.83亿 | — | — | — | — |
| 59 | NVIDIA CORP（NVDA）NVIDIA CORP | 0.00% | Sold Out | 303,489 | $522.20 | 1.58亿 | — | — | — | — |
| 60 | 京东（JD）JD | 0.00% | Sold Out | 1,535,004 | $87.90 | 1.35亿 | — | — | — | — |
| 61 | 8x8（EGHT）8X8 NEW | 0.00% | Sold Out | 3,780,928 | $34.47 | 1.30亿 | — | — | — | — |
| 62 | 奥克塔（OKTA）OKTA | 0.00% | Sold Out | 495,193 | $254.26 | 1.26亿 | — | — | — | — |
| 63 | Snap公司（SNAP）SNAP | 0.00% | Sold Out | 2,373,004 | $50.07 | 1.19亿 | — | — | — | — |
| 64 | 芯源系统（MPWR）MONOLITHIC PWR SYS | 0.00% | Sold Out | 265,236 | $366.23 | 0.97亿 | — | — | — | — |
| 65 | Cloudflare（NET）CLOUDFLARE | 0.00% | Sold Out | 567,978 | $75.99 | 0.43亿 | — | — | — | — |
| 66 | 鲁特（ROOT）ROOT | 0.00% | Sold Out | 1,851,852 | $15.71 | 0.29亿 | — | — | — | — |
| 67 | 奥宗控股（OZON）OZON | 0.00% | Sold Out | 249,980 | $41.41 | 0.10亿 | — | — | — | — |
| 68 | 逸仙控股（YSGXXXX）YATSEN HLDG | 0.00% | Sold Out | 49,996 | $17.00 | 0.01亿 | — | — | — | — |
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