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
42 持仓·13 已清仓·总计 125.4亿·2020 Q2 · 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 | 6.49% | ↑ +3.0% | 295,081 | $2758.82 | 8.14亿 | — | — | — | — |
| 2 | Shopify公司（SHOP）SHOPIFY | 5.98% | ↑ +4.7% | 790,215 | $949.20 | 7.50亿 | — | — | — | — |
| 3 | Tesla, Inc.（TSLA）Tesla, Inc. | 5.28% | ↑ +1.4% | 613,300 | $1079.81 | 6.62亿 | — | — | — | — |
| 4 | 法斯特利（FSLY）FASTLY | 4.41% | ↑ +154.7% | 6,497,182 | $85.13 | 5.53亿 | — | — | — | — |
| 5 | DocuSign（DOCU）DOCUSIGN | 4.32% | ↑ +70.5% | 3,155,014 | $172.21 | 5.43亿 | — | — | — | — |
| 6 | Zoom（ZM）ZOOM VIDEO COMMUNICATIONS IN | 4.01% | ↓ -3.6% | 1,986,887 | $253.54 | 5.04亿 | — | — | — | — |
| 7 | 微软（MSFT）MICROSOFT | 3.78% | ↓ -27.8% | 2,334,341 | $203.51 | 4.75亿 | — | — | — | — |
| 8 | 数据狗（DDOG）DATADOG | 3.75% | ↓ -16.4% | 5,417,939 | $86.95 | 4.71亿 | — | — | — | — |
| 9 | 库帕软件（COUP）COUPA SOFTWARE | 3.61% | ↑ +17.3% | 1,635,838 | $277.04 | 4.53亿 | — | — | — | — |
| 10 | 奥克塔（OKTA）OKTA | 3.25% | ↑ +9.1% | 2,037,730 | $200.23 | 4.08亿 | — | — | — | — |
| 11 | 布洛克公司（XYZ）BLOCK | 2.89% | New | 3,453,772 | $104.94 | 3.62亿 | — | — | — | — |
| 12 | 飞塔（FTNT）FORTINET | 2.77% | ↓ -12.9% | 2,530,603 | $137.27 | 3.47亿 | — | — | — | — |
| 13 | 元宇宙平台公司（META）META PLATFORMS | 2.57% | ↑ +83.0% | 1,422,465 | $227.07 | 3.23亿 | — | — | — | — |
| 14 | 京东（JD）JD | 2.50% | ↑ +45.2% | 5,219,871 | $60.18 | 3.14亿 | — | — | — | — |
| 15 | 恩智浦半导体（NXPI）NXP SEMICONDUCTORS N V | 2.36% | New | 2,596,834 | $114.04 | 2.96亿 | — | — | — | — |
| 16 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 2.32% | ↓ -9.5% | 2,907,446 | $100.29 | 2.92亿 | — | — | — | — |
| 17 | 思迈特公司（SMAR）SMARTSHEET | 2.26% | — | 5,589,435 | $50.92 | 2.85亿 | — | — | — | — |
| 18 | 阿瓦拉（AVLR）AVALARA | 2.19% | ↓ -3.5% | 2,068,302 | $133.09 | 2.75亿 | — | — | — | — |
| 19 | 韦费尔（W）WAYFAIR | 2.13% | ↑ +6.1% | 1,354,016 | $197.61 | 2.68亿 | — | — | — | — |
| 20 | MongoDB公司（MDB）MONGODB | 2.13% | — | 1,181,017 | $226.34 | 2.67亿 | — | — | — | — |
| 21 | 谷歌（GOOGL）ALPHABET | 2.12% | ↑ +15.3% | 188,045 | $1418.05 | 2.67亿 | — | — | — | — |
| 22 | 泽德斯克（ZEN）ZENDESK | 2.09% | ↑ +7.0% | 2,967,388 | $88.53 | 2.63亿 | — | — | — | — |
| 23 | 卡瓦纳（CVNA）CARVANA | 1.91% | — | 2,001,242 | $120.20 | 2.41亿 | — | — | — | — |
| 24 | 五九（FIVN）FIVE9 | 1.87% | ↑ +100.3% | 2,129,424 | $110.67 | 2.36亿 | — | — | — | — |
| 25 | 比尔控股（BILL）BILL | 1.79% | ↑ +54.0% | 2,488,792 | $90.21 | 2.25亿 | — | — | — | — |
| 26 | 赛睿人力资本（DAY）CERIDIAN HCM HLDG | 1.77% | ↑ +18.2% | 2,810,175 | $79.27 | 2.23亿 | — | — | — | — |
| 27 | Apple Inc.（AAPL）Apple Inc. | 1.74% | ↑ +45.5% | 599,858 | $364.80 | 2.19亿 | — | — | — | — |
| 28 | 阿尔泰克斯（AYX）ALTERYX | 1.73% | ↑ +3.2% | 1,327,300 | $164.28 | 2.18亿 | — | — | — | — |
| 29 | NVIDIA CORP（NVDA）NVIDIA CORP | 1.70% | ↑ +27.1% | 561,291 | $379.91 | 2.13亿 | — | — | — | — |
| 30 | 特维利奥（TWLO）TWILIO | 1.62% | — | 931,356 | $219.42 | 2.04亿 | — | — | — | — |
| 31 | 美卡多（MELI）MERCADOLIBRE | 1.58% | New | 201,288 | $985.77 | 1.98亿 | — | — | — | — |
| 32 | 冬海集团（SE）SEA | 1.56% | ↑ +1.4% | 1,831,678 | $107.24 | 1.96亿 | — | — | — | — |
| 33 | 科锐（CREE）CREE | 1.53% | New | 3,247,208 | $59.19 | 1.92亿 | — | — | — | — |
| 34 | 芯源系统（MPWR）MONOLITHIC PWR SYS | 1.49% | ↑ +72.9% | 791,961 | $237.00 | 1.88亿 | — | — | — | — |
| 35 | 泛林集团（LRCXXXXX）LAM RESEARCH | 1.41% | ↑ +9.5% | 550,421 | $323.46 | 1.78亿 | — | — | — | — |
| 36 | 石科控股（STNE）STONECO | 1.18% | ↑ +252.7% | 3,842,800 | $38.76 | 1.49亿 | — | — | — | — |
| 37 | Cloudflare（NET）CLOUDFLARE | 0.99% | ↓ -20.9% | 3,456,057 | $35.95 | 1.24亿 | — | — | — | — |
| 38 | ServiceNow（NOW）SERVICENOW | 0.91% | ↓ -65.7% | 283,636 | $405.06 | 1.15亿 | — | — | — | — |
| 39 | 佩洛顿互动（PTON）PELOTON INTERACTIVE | 0.78% | ↓ -12.9% | 1,702,836 | $57.77 | 0.98亿 | — | — | — | — |
| 40 | 锐讯（RNG）RINGCENTRAL | 0.77% | ↑ +42.7% | 342,036 | $285.01 | 0.97亿 | — | — | — | — |
| 41 | 维罗姆（VRM）VROOM | 0.12% | New | 302,000 | $52.14 | 0.16亿 | — | — | — | — |
| 42 | ZoomInfo科技（GTM）ZOOMINFO TECHNOLOGIES | 0.12% | New | 302,990 | $51.03 | 0.15亿 | — | — | — | — |
| 43 | 迪士尼（DIS）DISNEY WALT | 0.00% | Sold Out | 1,457,014 | $96.60 | 1.41亿 | — | — | — | — |
| 44 | 阿里巴巴（BABA）ALIBABA HLDG | 0.00% | Sold Out | 723,030 | $194.48 | 1.41亿 | — | — | — | — |
| 45 | 英特尔（INTC）INTEL | 0.00% | Sold Out | 2,464,327 | $54.12 | 1.33亿 | — | — | — | — |
| 46 | 美光科技（MU）MICRON TECHNOLOGY | 0.00% | Sold Out | 3,071,459 | $42.06 | 1.29亿 | — | — | — | — |
| 47 | 米姆卡斯特（MIME）MIMECAST | 0.00% | Sold Out | 3,538,667 | $35.30 | 1.25亿 | — | — | — | — |
| 48 | Zscaler公司（ZS）ZSCALER | 0.00% | Sold Out | 2,007,788 | $60.86 | 1.22亿 | — | — | — | — |
| 49 | 动视暴雪ACTIVISION BLIZZARD | 0.00% | Sold Out | 1,974,972 | $59.48 | 1.17亿 | — | — | — | — |
| 50 | 台积电（TSM）TAIWAN SEMICONDUCTOR MFG | 0.00% | Sold Out | 2,272,727 | $47.79 | 1.09亿 | — | — | — | — |
| 51 | 库力索法（KLIC）KULICKE & SOFFA INDS | 0.00% | Sold Out | 3,958,418 | $20.87 | 0.83亿 | — | — | — | — |
| 52 | 安纳普兰（PLAN）ANAPLAN | 0.00% | Sold Out | 1,333,141 | $30.26 | 0.40亿 | — | — | — | — |
| 53 | 美信集成（MXIM）MAXIM INTEGRATED PRODS | 0.00% | Sold Out | 572,873 | $48.61 | 0.28亿 | — | — | — | — |
| 54 | 卡迪利克斯（CDLX）CARDLYTICS | 0.00% | Sold Out | 388,319 | $34.96 | 0.14亿 | — | — | — | — |
| 55 | 推特（TWTR）TWITTER | 0.00% | Sold Out | 253,316 | $24.56 | 0.06亿 | — | — | — | — |
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