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·9 已清仓·总计 58.0亿·2023 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 | 元宇宙平台公司（META）META PLATFORMS | 8.59% | — | 1,736,880 | $286.98 | 4.98亿 | — | — | — | — |
| 2 | 微软（MSFT）MICROSOFT | 7.55% | ↑ +47.0% | 1,287,489 | $340.54 | 4.38亿 | — | — | — | — |
| 3 | NVIDIA CORP（NVDA）NVIDIA CORP | 7.06% | ↓ -6.9% | 969,028 | $423.02 | 4.10亿 | — | — | — | — |
| 4 | 奈飞（NFLX）NETFLIX | 5.75% | ↓ -8.0% | 758,567 | $440.49 | 3.34亿 | — | — | — | — |
| 5 | 哈博斯波特（HUBS）HUBSPOT | 5.14% | ↑ +17.2% | 560,551 | $532.09 | 2.98亿 | — | — | — | — |
| 6 | 达美体育（DKNG）DRAFTKINGS NEW | 3.71% | New | 8,117,682 | $26.57 | 2.16亿 | — | — | — | — |
| 7 | 派拓网络（PANW）PALO ALTO NETWORKS | 3.71% | ↓ -5.2% | 842,769 | $255.51 | 2.15亿 | — | — | — | — |
| 8 | 飞塔（FTNT）FORTINET | 3.39% | ↑ +36.3% | 2,607,518 | $75.59 | 1.97亿 | — | — | — | — |
| 9 | 纽控集团（NU）NU | 3.30% | ↑ +52.2% | 24,293,336 | $7.89 | 1.92亿 | — | — | — | — |
| 10 | 多邻国（DUOL）DUOLINGO | 3.27% | — | 1,328,760 | $142.94 | 1.90亿 | — | — | — | — |
| 11 | 斯普朗克（SPLK）SPLUNK | 2.96% | ↓ -14.4% | 1,621,313 | $106.09 | 1.72亿 | — | — | — | — |
| 12 | 安森美半导体（ON）ON SEMICONDUCTOR | 2.93% | ↓ -14.9% | 1,802,292 | $94.58 | 1.70亿 | — | — | — | — |
| 13 | 甲骨文（ORCL）ORACLE | 2.93% | ↑ +9.8% | 1,429,253 | $119.09 | 1.70亿 | — | — | — | — |
| 14 | 沃客德（WDAY）WORKDAY | 2.52% | ↓ -45.1% | 648,710 | $225.89 | 1.47亿 | — | — | — | — |
| 15 | Monday.com（MNDY）MONDAY | 2.42% | New | 821,666 | $171.22 | 1.41亿 | — | — | — | — |
| 16 | 超威半导体（AMD）ADVANCED MICRO DEVICES | 2.30% | New | 1,173,592 | $113.91 | 1.34亿 | — | — | — | — |
| 17 | 赛博阿克（CYBR）CYBERARK SOFTWARE | 2.25% | ↑ +513.7% | 836,516 | $156.33 | 1.31亿 | — | — | — | — |
| 18 | 赛富时（CRM）SALESFORCE | 2.22% | ↓ -17.9% | 610,614 | $211.26 | 1.29亿 | — | — | — | — |
| 19 | Arista网络（ANETXXXX）ARISTA NETWORKS | 1.96% | ↓ -34.0% | 705,119 | $162.06 | 1.14亿 | — | — | — | — |
| 20 | Zscaler公司（ZS）ZSCALER | 1.95% | ↑ +71.4% | 776,972 | $146.30 | 1.14亿 | — | — | — | — |
| 21 | 吐司（TOST）TOAST | 1.92% | New | 4,942,583 | $22.57 | 1.12亿 | — | — | — | — |
| 22 | 数据狗（DDOG）DATADOG | 1.91% | ↑ +343.4% | 1,131,999 | $98.38 | 1.11亿 | — | — | — | — |
| 23 | 超微电脑（SMCIXXXX）SUPER MICRO COMPUTER | 1.91% | ↓ -43.8% | 444,783 | $249.25 | 1.11亿 | — | — | — | — |
| 24 | 康弗伦特（CFLT）CONFLUENT | 1.82% | New | 2,990,484 | $35.31 | 1.06亿 | — | — | — | — |
| 25 | 奥克塔（OKTA）OKTA | 1.70% | ↑ +114.1% | 1,428,363 | $69.35 | 0.99亿 | — | — | — | — |
| 26 | 捷普（JBL）JABIL | 1.54% | ↓ -48.8% | 830,166 | $107.93 | 0.90亿 | — | — | — | — |
| 27 | 艾克塞利斯科技（ACLS）AXCELIS TECHNOLOGIES | 1.49% | ↑ +88.9% | 474,361 | $183.33 | 0.87亿 | — | — | — | — |
| 28 | 美卡多（MELI）MERCADOLIBRE | 1.37% | ↑ +1.3% | 67,381 | $1184.60 | 0.80亿 | — | — | — | — |
| 29 | 芯源系统（MPWR）MONOLITHIC PWR SYS | 1.22% | ↓ -36.9% | 131,516 | $540.23 | 0.71亿 | — | — | — | — |
| 30 | 纯存储（P）PURE STORAGE | 1.07% | ↓ -19.5% | 1,697,337 | $36.82 | 0.62亿 | — | — | — | — |
| 31 | 亚马逊（AMZN）AMAZON | 1.04% | ↓ -58.4% | 465,893 | $130.36 | 0.61亿 | — | — | — | — |
| 32 | PDD Holdings Inc.（PDD）PDD Holdings Inc. | 1.00% | ↓ -22.6% | 841,942 | $69.14 | 0.58亿 | — | — | — | — |
| 33 | 奥多比（ADBE）ADOBE | 0.94% | New | 112,515 | $488.99 | 0.55亿 | — | — | — | — |
| 34 | 桑萨拉（IOT）SAMSARA | 0.90% | New | 1,902,090 | $27.71 | 0.53亿 | — | — | — | — |
| 35 | 蓝宝（RMBS）RAMBUS DEL | 0.84% | — | 763,782 | $64.17 | 0.49亿 | — | — | — | — |
| 36 | 谷歌（GOOGL）ALPHABET | 0.78% | ↓ -20.3% | 381,406 | $119.70 | 0.46亿 | — | — | — | — |
| 37 | 楷登电子（CDNS）CADENCE DESIGN SYSTEM | 0.78% | New | 194,299 | $234.52 | 0.46亿 | — | — | — | — |
| 38 | MongoDB公司（MDB）MONGODB | 0.67% | ↓ -30.0% | 95,390 | $410.99 | 0.39亿 | — | — | — | — |
| 39 | 财捷（INTU）INTUIT | 0.50% | ↓ -82.2% | 63,387 | $458.19 | 0.29亿 | — | — | — | — |
| 40 | 格洛班特（GLOB）GLOBANT S A | 0.45% | New | 145,778 | $179.72 | 0.26亿 | — | — | — | — |
| 41 | 比尔控股（BILL）BILL | 0.02% | — | 10,255 | $116.85 | 0.01亿 | — | — | — | — |
| 42 | T-Mobile（TMUS）T-MOBILE US | 0.00% | Sold Out | 902,818 | $144.84 | 1.31亿 | — | — | — | — |
| 43 | 阿里巴巴（BABA）ALIBABA HLDG | 0.00% | Sold Out | 1,011,360 | $102.18 | 1.03亿 | — | — | — | — |
| 44 | 冬海集团（SE）SEA | 0.00% | Sold Out | 750,550 | $86.55 | 0.65亿 | — | — | — | — |
| 45 | Elastic（ESTC）ELASTIC N V | 0.00% | Sold Out | 430,484 | $57.90 | 0.25亿 | — | — | — | — |
| 46 | 看准（BZ）KANZHUN LIMITED | 0.00% | Sold Out | 1,242,277 | $19.03 | 0.24亿 | — | — | — | — |
| 47 | 法布里内特（FN）FABRINET | 0.00% | Sold Out | 182,560 | $118.76 | 0.22亿 | — | — | — | — |
| 48 | 阿尔泰克斯（AYX）ALTERYX | 0.00% | Sold Out | 228,515 | $58.84 | 0.13亿 | — | — | — | — |
| 49 | 帕加亚科技（PGY）PAGAYA TECHNOLOGIES | 0.00% | Sold Out | 7,570,572 | $1.02 | 0.08亿 | — | — | — | — |
| 50 | 景顺QQQ信托（QQQ）INVESCO QQQ TR | 0.00% | Sold Out | 5,093 | $320.93 | 0.02亿 | — | — | — | — |
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