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
32 持仓·11 已清仓·总计 57.6亿·2025 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 | 赛莱斯迪卡（CLS）CELESTICA | 9.38% | ↑ +15.6% | 6,866,214 | $78.81 | 5.41亿 | — | — | — | — |
| 2 | 爱普洛文（APP）APPLOVIN | 8.45% | ↑ +2.4% | 1,839,128 | $264.97 | 4.87亿 | — | — | — | — |
| 3 | 亚马逊（AMZN）AMAZON | 8.32% | ↓ -27.8% | 2,523,296 | $190.26 | 4.80亿 | — | — | — | — |
| 4 | 元宇宙平台公司（META）META PLATFORMS | 6.78% | ↓ -17.1% | 678,058 | $576.36 | 3.91亿 | — | — | — | — |
| 5 | 多邻国（DUOL）DUOLINGO | 4.88% | ↓ -23.1% | 907,049 | $310.54 | 2.82亿 | — | — | — | — |
| 6 | 谷歌（GOOGL）ALPHABET | 4.65% | ↑ +21.2% | 1,733,266 | $154.64 | 2.68亿 | — | — | — | — |
| 7 | 奥克塔（OKTA）OKTA | 4.64% | ↑ +212.5% | 2,543,104 | $105.22 | 2.68亿 | — | — | — | — |
| 8 | 法布里内特（FN）FABRINET | 4.41% | ↑ +53.4% | 1,288,145 | $197.51 | 2.54亿 | — | — | — | — |
| 9 | 纽控集团（NU）NU | 4.34% | ↑ +10.8% | 24,461,170 | $10.24 | 2.50亿 | — | — | — | — |
| 10 | 罗布乐思（RBLX）ROBLOX | 4.23% | ↓ -12.0% | 4,185,392 | $58.29 | 2.44亿 | — | — | — | — |
| 11 | 卡瓦纳（CVNA）CARVANA | 4.17% | ↓ -5.3% | 1,150,650 | $209.08 | 2.41亿 | — | — | — | — |
| 12 | 博通（AVGO）BROADCOM | 4.17% | ↓ -44.0% | 1,435,925 | $167.43 | 2.40亿 | — | — | — | — |
| 13 | 达美体育（DKNG）DRAFTKINGS NEW | 3.51% | ↑ +22.7% | 6,101,961 | $33.21 | 2.03亿 | — | — | — | — |
| 14 | 微软（MSFT）MICROSOFT | 3.50% | ↑ +2067.5% | 537,431 | $375.39 | 2.02亿 | — | — | — | — |
| 15 | NVIDIA CORP（NVDA）NVIDIA CORP | 3.49% | ↓ -37.8% | 1,858,861 | $108.38 | 2.01亿 | — | — | — | — |
| 16 | 升特公司（SMTC）SEMTECH | 2.36% | ↑ +21.1% | 3,954,112 | $34.40 | 1.36亿 | — | — | — | — |
| 17 | 克拉维奥（KVYO）KLAVIYO | 2.27% | ↑ +11.9% | 4,329,749 | $30.26 | 1.31亿 | — | — | — | — |
| 18 | 英频杰（PI）IMPINJ | 1.93% | New | 1,231,916 | $90.70 | 1.12亿 | — | — | — | — |
| 19 | 哈博斯波特（HUBS）HUBSPOT | 1.79% | — | 181,328 | $571.29 | 1.04亿 | — | — | — | — |
| 20 | 美卡多（MELI）MERCADOLIBRE | 1.57% | ↓ -47.9% | 46,637 | $1950.87 | 0.91亿 | — | — | — | — |
| 21 | 台积电（TSM）TAIWAN SEMICONDUCTOR MFG | 1.51% | ↑ +109.9% | 524,453 | $166.00 | 0.87亿 | — | — | — | — |
| 22 | 维谛控股（VRT）VERTIV | 1.45% | ↓ -2.5% | 1,163,606 | $72.20 | 0.84亿 | — | — | — | — |
| 23 | 威科斯（WIX）WIX | 1.38% | ↓ -54.5% | 487,032 | $163.38 | 0.80亿 | — | — | — | — |
| 24 | 布鲁姆能源（BE）BLOOM ENERGY | 1.34% | New | 3,954,534 | $19.66 | 0.78亿 | — | — | — | — |
| 25 | MongoDB公司（MDB）MONGODB | 1.25% | New | 412,974 | $175.40 | 0.72亿 | — | — | — | — |
| 26 | Monday.com（MNDY）MONDAY | 0.81% | ↓ -51.3% | 192,204 | $243.16 | 0.47亿 | — | — | — | — |
| 27 | 吐司（TOST）TOAST | 0.80% | ↓ -80.7% | 1,398,509 | $33.17 | 0.46亿 | — | — | — | — |
| 28 | 指南针公司（COMP）COMPASS | 0.56% | New | 3,757,979 | $8.73 | 0.33亿 | — | — | — | — |
| 29 | 慧与（HPE）HEWLETT PACKARD ENTERPRISE C | 0.51% | — | 1,908,017 | $15.43 | 0.29亿 | — | — | — | — |
| 30 | 芯源系统（MPWR）MONOLITHIC PWR SYS | 0.50% | New | 50,150 | $579.98 | 0.29亿 | — | — | — | — |
| 31 | 相干公司（COHR）COHERENT | 0.50% | ↓ -79.1% | 444,433 | $64.94 | 0.29亿 | — | — | — | — |
| 32 | PDD Holdings Inc.（PDD）PDD Holdings Inc. | 0.40% | ↓ -85.5% | 199,016 | $118.35 | 0.24亿 | — | — | — | — |
| 33 | 赛富时（CRM）SALESFORCE | 0.00% | Sold Out | 826,614 | $334.33 | 2.76亿 | — | — | — | — |
| 34 | 红迪（RDDT）REDDIT | 0.00% | Sold Out | 1,248,492 | $163.44 | 2.04亿 | — | — | — | — |
| 35 | 澳特莱斯（TEAM）ATLASSIAN | 0.00% | Sold Out | 702,369 | $243.38 | 1.71亿 | — | — | — | — |
| 36 | 酷澎（CPNG）COUPANG | 0.00% | Sold Out | 6,971,033 | $21.98 | 1.53亿 | — | — | — | — |
| 37 | 赛博阿克（CYBR）CYBERARK SOFTWARE | 0.00% | Sold Out | 452,351 | $333.15 | 1.51亿 | — | — | — | — |
| 38 | Apple Inc.（AAPL）Apple Inc. | 0.00% | Sold Out | 580,237 | $250.42 | 1.45亿 | — | — | — | — |
| 39 | 特维利奥（TWLO）TWILIO | 0.00% | Sold Out | 1,029,907 | $108.08 | 1.11亿 | — | — | — | — |
| 40 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 0.00% | Sold Out | 242,400 | $342.16 | 0.83亿 | — | — | — | — |
| 41 | 阿尔卡米科技（ALKT）ALKAMI TECHNOLOGY | 0.00% | Sold Out | 2,150,440 | $36.68 | 0.79亿 | — | — | — | — |
| 42 | 科韬（CRTO）CRITEO S A | 0.00% | Sold Out | 1,385,258 | $39.56 | 0.55亿 | — | — | — | — |
| 43 | 服务泰坦（TTAN）SERVICETITAN | 0.00% | Sold Out | 40,000 | $102.87 | 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