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
33 持仓·12 已清仓·总计 67.3亿·2024 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 | NVIDIA CORP（NVDA）NVIDIA CORP | 11.03% | ↑ +62.1% | 821,936 | $903.56 | 7.43亿 | — | — | — | — |
| 2 | 亚马逊（AMZN）AMAZON | 9.75% | ↑ +99.4% | 3,638,560 | $180.38 | 6.56亿 | — | — | — | — |
| 3 | 元宇宙平台公司（META）META PLATFORMS | 9.30% | ↓ -6.0% | 1,289,164 | $485.58 | 6.26亿 | — | — | — | — |
| 4 | 微软（MSFT）MICROSOFT | 7.92% | ↑ +9.5% | 1,266,838 | $420.72 | 5.33亿 | — | — | — | — |
| 5 | 纽控集团（NU）NU | 4.43% | — | 25,004,827 | $11.93 | 2.98亿 | — | — | — | — |
| 6 | 赛富时（CRM）SALESFORCE | 4.25% | New | 950,736 | $301.18 | 2.86亿 | — | — | — | — |
| 7 | 多邻国（DUOL）DUOLINGO | 4.18% | ↑ +23.9% | 1,275,189 | $220.58 | 2.81亿 | — | — | — | — |
| 8 | 达美体育（DKNG）DRAFTKINGS NEW | 4.16% | ↓ -18.7% | 6,178,836 | $45.41 | 2.81亿 | — | — | — | — |
| 9 | 奥克塔（OKTA）OKTA | 3.53% | ↓ -5.4% | 2,275,743 | $104.62 | 2.38亿 | — | — | — | — |
| 10 | 哈博斯波特（HUBS）HUBSPOT | 3.31% | ↓ -15.1% | 356,270 | $626.56 | 2.23亿 | — | — | — | — |
| 11 | 爱普洛文（APP）APPLOVIN | 2.89% | New | 2,818,974 | $69.22 | 1.95亿 | — | — | — | — |
| 12 | 迈威尔科技（MRVL）MARVELL TECHNOLOGY | 2.69% | New | 2,561,493 | $70.88 | 1.82亿 | — | — | — | — |
| 13 | 吐司（TOST）TOAST | 2.66% | New | 7,187,434 | $24.92 | 1.79亿 | — | — | — | — |
| 14 | 赛莱斯迪卡（CLSXXXX）CELESTICA | 2.52% | ↓ -9.7% | 3,774,912 | $44.94 | 1.70亿 | — | — | — | — |
| 15 | Expedia集团（EXPE）EXPEDIA | 2.44% | ↓ -23.8% | 1,194,326 | $137.75 | 1.65亿 | — | — | — | — |
| 16 | 盖德维尔软件（GWRE）GUIDEWIRE SOFTWARE | 2.20% | ↑ +23.4% | 1,270,870 | $116.71 | 1.48亿 | — | — | — | — |
| 17 | PDD Holdings Inc.（PDD）PDD Holdings Inc. | 2.13% | ↓ -28.0% | 1,238,584 | $116.25 | 1.44亿 | — | — | — | — |
| 18 | 捷普（JBL）JABIL | 1.92% | ↓ -23.3% | 967,518 | $133.95 | 1.30亿 | — | — | — | — |
| 19 | 美光科技（MU）MICRON TECHNOLOGY | 1.85% | New | 1,058,492 | $117.89 | 1.25亿 | — | — | — | — |
| 20 | 相干公司（COHR）COHERENT | 1.83% | New | 2,041,374 | $60.62 | 1.24亿 | — | — | — | — |
| 21 | 哈希公司（HCP）HASHICORP | 1.82% | ↑ +293.2% | 4,565,728 | $26.95 | 1.23亿 | — | — | — | — |
| 22 | 美卡多（MELI）MERCADOLIBRE | 1.81% | ↓ -24.5% | 80,879 | $1511.96 | 1.22亿 | — | — | — | — |
| 23 | 赛博阿克（CYBR）CYBERARK SOFTWARE | 1.81% | ↑ +21.6% | 459,828 | $265.63 | 1.22亿 | — | — | — | — |
| 24 | 法布里内特（FN）FABRINET | 1.74% | ↓ -3.5% | 620,879 | $189.02 | 1.17亿 | — | — | — | — |
| 25 | Elastic（ESTC）ELASTIC N V | 1.70% | ↓ -52.6% | 1,147,224 | $100.24 | 1.15亿 | — | — | — | — |
| 26 | Monday.com（MNDY）MONDAY | 1.44% | ↓ -58.8% | 431,365 | $225.87 | 0.97亿 | — | — | — | — |
| 27 | 派拓网络（PANW）PALO ALTO NETWORKS | 1.35% | ↓ -31.2% | 319,888 | $284.13 | 0.91亿 | — | — | — | — |
| 28 | 楷登电子（CDNS）CADENCE DESIGN SYSTEM | 0.98% | ↓ -3.5% | 213,297 | $311.28 | 0.66亿 | — | — | — | — |
| 29 | 沃客德（WDAY）WORKDAY | 0.93% | ↓ -61.0% | 230,974 | $272.75 | 0.63亿 | — | — | — | — |
| 30 | 台积电（TSM）TAIWAN SEMICONDUCTOR MFG | 0.47% | New | 236,418 | $136.05 | 0.32亿 | — | — | — | — |
| 31 | MongoDB公司（MDB）MONGODB | 0.29% | ↓ -3.5% | 55,485 | $358.64 | 0.20亿 | — | — | — | — |
| 32 | 应用光电（AAOI）APPLIED OPTOELECTRONICS | 0.27% | ↑ +30.0% | 1,333,957 | $13.86 | 0.18亿 | — | — | — | — |
| 33 | 克拉维奥（KVYO）KLAVIYO | 0.21% | ↑ +122.0% | 579,113 | $25.48 | 0.15亿 | — | — | — | — |
| 34 | 超威半导体（AMD）ADVANCED MICRO DEVICES | 0.00% | Sold Out | 1,398,413 | $147.41 | 2.06亿 | — | — | — | — |
| 35 | Zscaler公司（ZS）ZSCALER | 0.00% | Sold Out | 580,154 | $221.56 | 1.29亿 | — | — | — | — |
| 36 | 安森美半导体（ON）ON SEMICONDUCTOR | 0.00% | Sold Out | 1,116,685 | $83.53 | 0.93亿 | — | — | — | — |
| 37 | 超微电脑（SMCIXXXX）SUPER MICRO COMPUTER | 0.00% | Sold Out | 313,775 | $284.26 | 0.89亿 | — | — | — | — |
| 38 | 数据狗（DDOG）DATADOG | 0.00% | Sold Out | 494,641 | $121.38 | 0.60亿 | — | — | — | — |
| 39 | Shopify公司（SHOP）SHOPIFY | 0.00% | Sold Out | 725,554 | $77.90 | 0.57亿 | — | — | — | — |
| 40 | 多西米蒂（DOCS）DOXIMITY | 0.00% | Sold Out | 1,517,171 | $28.04 | 0.43亿 | — | — | — | — |
| 41 | 桑萨拉（IOT）SAMSARA | 0.00% | Sold Out | 1,189,584 | $33.38 | 0.40亿 | — | — | — | — |
| 42 | 纽约时报（NYT）NEW YORK TIMES | 0.00% | Sold Out | 764,832 | $48.99 | 0.37亿 | — | — | — | — |
| 43 | 玛凯塔（MQ）MARQETA | 0.00% | Sold Out | 3,847,929 | $6.98 | 0.27亿 | — | — | — | — |
| 44 | 甲骨文（ORCL）ORACLE | 0.00% | Sold Out | 234,900 | $105.43 | 0.25亿 | — | — | — | — |
| 45 | 球体娱乐（SPHR）SPHERE ENTERTAINMENT | 0.00% | Sold Out | 112,192 | $33.96 | 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