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 80.7亿·2022 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 | 10.63% | ↑ +42.0% | 263,293 | $3259.95 | 8.58亿 | — | — | — | — |
| 2 | 谷歌（GOOGL）ALPHABET | 6.32% | ↓ -43.9% | 183,385 | $2781.35 | 5.10亿 | — | — | — | — |
| 3 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 5.18% | ↓ -39.8% | 1,840,741 | $227.08 | 4.18亿 | — | — | — | — |
| 4 | 微软（MSFT）MICROSOFT | 5.14% | ↓ -11.2% | 1,345,816 | $308.31 | 4.15亿 | — | — | — | — |
| 5 | 芯源系统（MPWR）MONOLITHIC PWR SYS | 4.57% | New | 759,534 | $485.68 | 3.69亿 | — | — | — | — |
| 6 | Arista网络（ANETXXXX）ARISTA NETWORKS | 3.93% | New | 2,283,896 | $138.98 | 3.17亿 | — | — | — | — |
| 7 | 迈威尔科技（MRVL）MARVELL TECHNOLOGY | 3.40% | New | 3,833,448 | $71.71 | 2.75亿 | — | — | — | — |
| 8 | 甲骨文（ORCL）ORACLE | 3.34% | New | 3,259,764 | $82.73 | 2.70亿 | — | — | — | — |
| 9 | 数据狗（DDOG）DATADOG | 3.29% | New | 1,755,907 | $151.47 | 2.66亿 | — | — | — | — |
| 10 | 派拓网络（PANW）PALO ALTO NETWORKS | 3.28% | New | 425,869 | $622.51 | 2.65亿 | — | — | — | — |
| 11 | Tesla, Inc.（TSLA）Tesla, Inc. | 3.26% | ↓ -76.3% | 244,313 | $1077.60 | 2.63亿 | — | — | — | — |
| 12 | 斯普朗克（SPLK）SPLUNK | 3.00% | New | 1,630,541 | $148.61 | 2.42亿 | — | — | — | — |
| 13 | 沃客德（WDAY）WORKDAY | 2.97% | New | 1,001,707 | $239.46 | 2.40亿 | — | — | — | — |
| 14 | 瞻博网络（JNPR）JUNIPER NETWORKS | 2.74% | New | 5,967,181 | $37.16 | 2.22亿 | — | — | — | — |
| 15 | MongoDB公司（MDB）MONGODB | 2.71% | ↓ -26.6% | 493,588 | $443.59 | 2.19亿 | — | — | — | — |
| 16 | Shopify公司（SHOP）SHOPIFY | 2.66% | ↓ -33.1% | 318,298 | $675.96 | 2.15亿 | — | — | — | — |
| 17 | 检查点软件技术（CHKP）CHECK POINT SOFTWARE TECH LT | 2.60% | New | 1,519,263 | $138.26 | 2.10亿 | — | — | — | — |
| 18 | 比尔控股（BILL）BILL | 2.48% | ↓ -74.4% | 884,367 | $226.79 | 2.01亿 | — | — | — | — |
| 19 | 五九（FIVN）FIVE9 | 2.46% | ↓ -26.4% | 1,800,555 | $110.40 | 1.99亿 | — | — | — | — |
| 20 | 纽控集团（NU）NU | 2.38% | ↓ -8.3% | 24,948,324 | $7.72 | 1.93亿 | — | — | — | — |
| 21 | 阿斯麦（ASML）ASML HOLDING N V | 2.37% | New | 287,183 | $667.93 | 1.92亿 | — | — | — | — |
| 22 | 纯存储（P）PURE STORAGE | 2.36% | New | 5,403,904 | $35.31 | 1.91亿 | — | — | — | — |
| 23 | 贰陆公司（IIVI）II-VI | 1.57% | New | 1,757,972 | $72.49 | 1.27亿 | — | — | — | — |
| 24 | 博通（AVGO）BROADCOM | 1.49% | New | 191,441 | $629.68 | 1.21亿 | — | — | — | — |
| 25 | 哈博斯波特（HUBS）HUBSPOT | 1.48% | ↓ -56.7% | 251,591 | $474.94 | 1.19亿 | — | — | — | — |
| 26 | NVIDIA CORP（NVDA）NVIDIA CORP | 1.16% | ↓ -53.3% | 345,441 | $272.86 | 0.94亿 | — | — | — | — |
| 27 | 飞汇（FLYW）FLYWIRE | 1.08% | ↓ -5.9% | 2,852,543 | $30.58 | 0.87亿 | — | — | — | — |
| 28 | 超威半导体（AMD）ADVANCED MICRO DEVICES | 1.01% | ↓ -64.4% | 747,716 | $109.34 | 0.82亿 | — | — | — | — |
| 29 | 财捷（INTU）INTUIT | 1.00% | New | 167,989 | $480.84 | 0.81亿 | — | — | — | — |
| 30 | 安诺维克斯（ENVX）ENOVIX | 0.97% | ↓ -23.3% | 5,500,376 | $14.27 | 0.78亿 | — | — | — | — |
| 31 | 思特沃克控股（TWKS）THOUGHTWORKS HOLDING | 0.94% | ↓ -1.4% | 3,675,404 | $20.81 | 0.76亿 | — | — | — | — |
| 32 | Coinbase（COIN）COINBASE GLOBAL | 0.92% | New | 393,693 | $189.86 | 0.75亿 | — | — | — | — |
| 33 | 康弗伦特（CFLT）CONFLUENT | 0.91% | ↓ -36.6% | 1,791,081 | $41.00 | 0.73亿 | — | — | — | — |
| 34 | CCC智能解决方案（CCC）CCC INTELLIGENT SOLUTIONS HL | 0.62% | ↓ -51.1% | 4,590,182 | $11.04 | 0.51亿 | — | — | — | — |
| 35 | DoorDash（DASH）DOORDASH | 0.59% | ↓ -82.8% | 409,295 | $117.19 | 0.48亿 | — | — | — | — |
| 36 | 诺贝（KNBE）KNOWBE4 | 0.57% | ↑ +60.0% | 2,000,590 | $23.02 | 0.46亿 | — | — | — | — |
| 37 | 韦费尔（W）WAYFAIR | 0.55% | ↓ -46.6% | 405,920 | $110.78 | 0.45亿 | — | — | — | — |
| 38 | Monday.com（MNDY）MONDAY | 0.53% | ↓ -77.6% | 270,741 | $158.07 | 0.43亿 | — | — | — | — |
| 39 | 多西米蒂（DOCS）DOXIMITY | 0.52% | ↓ -85.7% | 805,973 | $52.09 | 0.42亿 | — | — | — | — |
| 40 | 达克溪科技（DCT）DUCK CREEK TECHNOLOGIES | 0.49% | ↓ -19.7% | 1,794,390 | $22.12 | 0.40亿 | — | — | — | — |
| 41 | 卡利克斯（CALX）CALIX | 0.47% | ↓ -60.2% | 887,366 | $42.91 | 0.38亿 | — | — | — | — |
| 42 | 奥克塔（OKTA）OKTA | 0.43% | — | 233,018 | $150.96 | 0.35亿 | — | — | — | — |
| 43 | 吐司（TOST）TOAST | 0.35% | ↑ +361.6% | 1,323,044 | $21.73 | 0.29亿 | — | — | — | — |
| 44 | 尤帕斯（PATH）UIPATH | 0.30% | — | 1,122,665 | $21.59 | 0.24亿 | — | — | — | — |
| 45 | 斯普劳特社交（SPT）SPROUT SOCIAL | 0.24% | New | 246,706 | $80.12 | 0.20亿 | — | — | — | — |
| 46 | 哈希公司（HCP）HASHICORP | 0.22% | ↓ -1.5% | 336,476 | $54.00 | 0.18亿 | — | — | — | — |
| 47 | 阿尔泰克斯（AYX）ALTERYX | 0.19% | New | 224,244 | $71.53 | 0.16亿 | — | — | — | — |
| 48 | 布雷兹（BRZE）BRAZE | 0.10% | — | 200,000 | $41.47 | 0.08亿 | — | — | — | — |
| 49 | 振幅（AMPL）AMPLITUDE | 0.01% | New | 63,006 | $18.43 | 0.01亿 | — | — | — | — |
| 50 | 元宇宙平台公司（META）META PLATFORMS | 0.00% | Sold Out | 1,738,284 | $336.35 | 5.85亿 | — | — | — | — |
| 51 | 卡瓦纳（CVNA）CARVANA | 0.00% | Sold Out | 2,347,595 | $231.79 | 5.44亿 | — | — | — | — |
| 52 | 数字海洋（DOCN）DIGITALOCEAN | 0.00% | Sold Out | 3,398,517 | $80.33 | 2.73亿 | — | — | — | — |
| 53 | 美卡多（MELI）MERCADOLIBRE | 0.00% | Sold Out | 116,128 | $1348.40 | 1.57亿 | — | — | — | — |
| 54 | Cloudflare（NET）CLOUDFLARE | 0.00% | Sold Out | 1,130,399 | $131.50 | 1.49亿 | — | — | — | — |
| 55 | 泽德斯克（ZEN）ZENDESK | 0.00% | Sold Out | 1,122,209 | $104.29 | 1.17亿 | — | — | — | — |
| 56 | 冬海集团（SE）SEA | 0.00% | Sold Out | 486,748 | $223.71 | 1.09亿 | — | — | — | — |
| 57 | 布洛克公司（XYZ）BLOCK | 0.00% | Sold Out | 640,849 | $161.51 | 1.04亿 | — | — | — | — |
| 58 | 环球E在线（GLBE）GLOBAL E ONLINE | 0.00% | Sold Out | 1,379,935 | $63.39 | 0.87亿 | — | — | — | — |
| 59 | 库帕软件（COUP）COUPA SOFTWARE | 0.00% | Sold Out | 499,838 | $158.05 | 0.79亿 | — | — | — | — |
| 60 | 里维安（RIVN）RIVIAN AUTOMOTIVE | 0.00% | Sold Out | 343,889 | $103.69 | 0.36亿 | — | — | — | — |
| 61 | 罗宾汉市场（HOOD）ROBINHOOD MKTS | 0.00% | Sold Out | 1,935,483 | $17.76 | 0.34亿 | — | — | — | — |
| 62 | 景顺QQQ信托（QQQ）INVESCO QQQ TR | 0.00% | Sold Out | 52,448 | $397.84 | 0.21亿 | — | — | — | — |
| 63 | 普洛科（PCOR）PROCORE TECHNOLOGIES | 0.00% | Sold Out | 249,948 | $79.97 | 0.20亿 | — | — | — | — |
| 64 | GitLab公司（GTLB）GITLAB | 0.00% | Sold Out | 152,513 | $87.00 | 0.13亿 | — | — | — | — |
| 65 | 梅利卡泽克先锋公司（MEKA）MELI KASZEK PIONEER | 0.00% | Sold Out | 1,000,194 | $11.56 | 0.12亿 | — | — | — | — |
| 66 | 催化剂合伙收购公司（CPARU）CATALYST PARTNRS ACQUISITN C | 0.00% | Sold Out | 999,964 | $10.01 | 0.10亿 | — | — | — | — |
| 67 | 索麦特（XMTR）XOMETRY | 0.00% | Sold Out | 134,974 | $51.25 | 0.07亿 | — | — | — | — |
| 68 | 泰科斯（TASK）TASKUS | 0.00% | Sold Out | 80,038 | $53.96 | 0.04亿 | — | — | — | — |
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