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
41 持仓·12 已清仓·总计 45.4亿·2023 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 | 元宇宙平台公司（META）META PLATFORMS | 8.06% | ↑ +253.7% | 1,727,304 | $211.94 | 3.66亿 | — | — | — | — |
| 2 | NVIDIA CORP（NVDA）NVIDIA CORP | 6.37% | ↑ +36.3% | 1,041,404 | $277.77 | 2.89亿 | — | — | — | — |
| 3 | 奈飞（NFLX）NETFLIX | 6.27% | ↓ -8.4% | 824,257 | $345.48 | 2.85亿 | — | — | — | — |
| 4 | 微软（MSFT）MICROSOFT | 5.55% | ↑ +412.3% | 875,738 | $288.30 | 2.52亿 | — | — | — | — |
| 5 | 沃客德（WDAY）WORKDAY | 5.37% | ↓ -22.3% | 1,180,820 | $206.54 | 2.44亿 | — | — | — | — |
| 6 | 哈博斯波特（HUBS）HUBSPOT | 4.51% | ↓ -20.5% | 478,222 | $428.75 | 2.05亿 | — | — | — | — |
| 7 | 多邻国（DUOL）DUOLINGO | 4.14% | New | 1,320,092 | $142.59 | 1.88亿 | — | — | — | — |
| 8 | 斯普朗克（SPLK）SPLUNK | 3.99% | ↓ -25.0% | 1,893,423 | $95.88 | 1.82亿 | — | — | — | — |
| 9 | Arista网络（ANETXXXX）ARISTA NETWORKS | 3.94% | ↑ +87.3% | 1,068,547 | $167.86 | 1.79亿 | — | — | — | — |
| 10 | 派拓网络（PANW）PALO ALTO NETWORKS | 3.90% | ↑ +76.7% | 888,732 | $199.74 | 1.78亿 | — | — | — | — |
| 11 | 安森美半导体（ON）ON SEMICONDUCTOR | 3.83% | ↑ +20.3% | 2,116,997 | $82.32 | 1.74亿 | — | — | — | — |
| 12 | 财捷（INTU）INTUIT | 3.48% | ↓ -22.6% | 355,289 | $445.83 | 1.58亿 | — | — | — | — |
| 13 | 赛富时（CRM）SALESFORCE | 3.27% | New | 743,794 | $199.78 | 1.49亿 | — | — | — | — |
| 14 | 捷普（JBL）JABIL | 3.14% | New | 1,621,621 | $88.16 | 1.43亿 | — | — | — | — |
| 15 | T-Mobile（TMUS）T-MOBILE US | 2.87% | ↓ -3.1% | 902,818 | $144.84 | 1.31亿 | — | — | — | — |
| 16 | 飞塔（FTNT）FORTINET | 2.79% | ↑ +417.1% | 1,912,868 | $66.46 | 1.27亿 | — | — | — | — |
| 17 | 甲骨文（ORCL）ORACLE | 2.66% | ↓ -46.9% | 1,301,804 | $92.92 | 1.21亿 | — | — | — | — |
| 18 | 亚马逊（AMZN）AMAZON | 2.54% | New | 1,120,024 | $103.29 | 1.16亿 | — | — | — | — |
| 19 | 芯源系统（MPWR）MONOLITHIC PWR SYS | 2.29% | ↑ +294.0% | 208,472 | $500.54 | 1.04亿 | — | — | — | — |
| 20 | 阿里巴巴（BABA）ALIBABA HLDG | 2.27% | New | 1,011,360 | $102.18 | 1.03亿 | — | — | — | — |
| 21 | 美卡多（MELI）MERCADOLIBRE | 1.93% | New | 66,539 | $1318.06 | 0.88亿 | — | — | — | — |
| 22 | 超微电脑（SMCIXXXX）SUPER MICRO COMPUTER | 1.85% | ↑ +41.7% | 791,466 | $106.55 | 0.84亿 | — | — | — | — |
| 23 | PDD Holdings Inc.（PDD）PDD Holdings Inc. | 1.81% | ↑ +64.3% | 1,087,729 | $75.90 | 0.83亿 | — | — | — | — |
| 24 | 纽控集团（NU）NU | 1.67% | ↓ -23.1% | 15,965,737 | $4.76 | 0.76亿 | — | — | — | — |
| 25 | 冬海集团（SE）SEA | 1.43% | New | 750,550 | $86.55 | 0.65亿 | — | — | — | — |
| 26 | 奥克塔（OKTA）OKTA | 1.26% | New | 667,281 | $86.24 | 0.58亿 | — | — | — | — |
| 27 | 纯存储（P）PURE STORAGE | 1.18% | ↓ -49.8% | 2,109,548 | $25.51 | 0.54亿 | — | — | — | — |
| 28 | Zscaler公司（ZS）ZSCALER | 1.16% | New | 453,253 | $116.83 | 0.53亿 | — | — | — | — |
| 29 | 谷歌（GOOGL）ALPHABET | 1.09% | ↓ -20.3% | 478,648 | $103.73 | 0.50亿 | — | — | — | — |
| 30 | 蓝宝（RMBS）RAMBUS DEL | 0.86% | New | 763,470 | $51.26 | 0.39亿 | — | — | — | — |
| 31 | 艾克塞利斯科技（ACLS）AXCELIS TECHNOLOGIES | 0.73% | New | 251,165 | $133.25 | 0.33亿 | — | — | — | — |
| 32 | MongoDB公司（MDB）MONGODB | 0.69% | ↓ -41.5% | 136,213 | $233.12 | 0.32亿 | — | — | — | — |
| 33 | Elastic（ESTC）ELASTIC N V | 0.54% | ↑ +115.3% | 430,484 | $57.90 | 0.25亿 | — | — | — | — |
| 34 | 看准（BZ）KANZHUN LIMITED | 0.52% | New | 1,242,277 | $19.03 | 0.24亿 | — | — | — | — |
| 35 | 法布里内特（FN）FABRINET | 0.47% | ↓ -48.6% | 182,560 | $118.76 | 0.22亿 | — | — | — | — |
| 36 | 赛博阿克（CYBR）CYBERARK SOFTWARE | 0.44% | New | 136,306 | $147.98 | 0.20亿 | — | — | — | — |
| 37 | 数据狗（DDOG）DATADOG | 0.40% | ↓ -34.5% | 255,327 | $72.66 | 0.19亿 | — | — | — | — |
| 38 | 阿尔泰克斯（AYX）ALTERYX | 0.29% | ↑ +169.3% | 228,515 | $58.84 | 0.13亿 | — | — | — | — |
| 39 | 帕加亚科技（PGY）PAGAYA TECHNOLOGIES | 0.17% | — | 7,570,572 | $1.02 | 0.08亿 | — | — | — | — |
| 40 | 景顺QQQ信托（QQQ）INVESCO QQQ TR | 0.03% | ↓ -65.5% | 5,093 | $320.93 | 0.02亿 | — | — | — | — |
| 41 | 比尔控股（BILL）BILL | 0.01% | New | 10,255 | $81.14 | 0.01亿 | — | — | — | — |
| 42 | 瞻博网络（JNPR）JUNIPER NETWORKS | 0.00% | Sold Out | 3,930,116 | $31.96 | 1.26亿 | — | — | — | — |
| 43 | 维萨（V）VISA | 0.00% | Sold Out | 561,473 | $207.76 | 1.17亿 | — | — | — | — |
| 44 | ServiceNow（NOW）SERVICENOW | 0.00% | Sold Out | 149,139 | $388.27 | 0.58亿 | — | — | — | — |
| 45 | 泛林集团（LRCXXXXX）LAM RESEARCH | 0.00% | Sold Out | 120,689 | $420.30 | 0.51亿 | — | — | — | — |
| 46 | 吐司（TOST）TOAST | 0.00% | Sold Out | 2,796,035 | $18.03 | 0.50亿 | — | — | — | — |
| 47 | Monday.com（MNDY）MONDAY | 0.00% | Sold Out | 308,475 | $122.00 | 0.38亿 | — | — | — | — |
| 48 | 澳特莱斯（TEAM）ATLASSIAN | 0.00% | Sold Out | 252,541 | $128.68 | 0.32亿 | — | — | — | — |
| 49 | 超威半导体（AMD）ADVANCED MICRO DEVICES | 0.00% | Sold Out | 493,193 | $64.77 | 0.32亿 | — | — | — | — |
| 50 | 布洛克公司（XYZ）BLOCK | 0.00% | Sold Out | 389,188 | $62.84 | 0.24亿 | — | — | — | — |
| 51 | 哈希公司（HCP）HASHICORP | 0.00% | Sold Out | 454,475 | $27.34 | 0.12亿 | — | — | — | — |
| 52 | 杰弗罗格（FROG）JFROG | 0.00% | Sold Out | 556,019 | $21.33 | 0.12亿 | — | — | — | — |
| 53 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 0.00% | Sold Out | 72,329 | $105.29 | 0.08亿 | — | — | — | — |
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