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
46 持仓·8 已清仓·总计 151.1亿·2020 Q3 · 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 | 6.73% | ↑ +9.5% | 323,248 | $3148.73 | 10.2亿 | — | — | — | — |
| 2 | Tesla, Inc.（TSLA）Tesla, Inc. | 6.63% | ↑ +280.8% | 2,335,177 | $429.01 | 10.0亿 | — | — | — | — |
| 3 | Zoom（ZM）ZOOM VIDEO COMMUNICATIONS IN | 5.86% | ↓ -5.0% | 1,887,230 | $470.11 | 8.87亿 | — | — | — | — |
| 4 | Shopify公司（SHOP）SHOPIFY | 5.06% | ↓ -5.4% | 747,767 | $1022.97 | 7.65亿 | — | — | — | — |
| 5 | 京东（JD）JD | 3.46% | ↑ +29.2% | 6,741,796 | $77.61 | 5.23亿 | — | — | — | — |
| 6 | 法斯特利（FSLY）FASTLY | 3.21% | ↓ -20.1% | 5,192,617 | $93.68 | 4.86亿 | — | — | — | — |
| 7 | 佩洛顿互动（PTON）PELOTON INTERACTIVE | 3.15% | ↑ +182.3% | 4,806,269 | $99.24 | 4.77亿 | — | — | — | — |
| 8 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 3.06% | ↑ +16.2% | 3,377,169 | $137.32 | 4.64亿 | — | — | — | — |
| 9 | 数据狗（DDOG）DATADOG | 2.93% | ↓ -19.9% | 4,341,044 | $102.16 | 4.43亿 | — | — | — | — |
| 10 | 布洛克公司（XYZ）BLOCK | 2.93% | ↓ -21.0% | 2,727,381 | $162.55 | 4.43亿 | — | — | — | — |
| 11 | 韦费尔（W）WAYFAIR | 2.88% | ↑ +10.8% | 1,500,330 | $291.01 | 4.37亿 | — | — | — | — |
| 12 | 宾夕法尼亚国家博彩（PENN）PENN NATL GAMING | 2.79% | New | 5,800,661 | $72.70 | 4.22亿 | — | — | — | — |
| 13 | 库帕软件（COUP）COUPA SOFTWARE | 2.77% | ↓ -6.7% | 1,526,408 | $274.24 | 4.19亿 | — | — | — | — |
| 14 | 阿里巴巴（BABA）ALIBABA HLDG | 2.70% | New | 1,391,353 | $293.98 | 4.09亿 | — | — | — | — |
| 15 | 元宇宙平台公司（META）META PLATFORMS | 2.65% | ↑ +7.6% | 1,530,880 | $261.90 | 4.01亿 | — | — | — | — |
| 16 | 奥克塔（OKTA）OKTA | 2.64% | ↓ -8.4% | 1,867,286 | $213.85 | 3.99亿 | — | — | — | — |
| 17 | 微软（MSFT）MICROSOFT | 2.42% | ↓ -25.3% | 1,744,481 | $210.33 | 3.67亿 | — | — | — | — |
| 18 | 比尔控股（BILL）BILL | 2.42% | ↑ +46.5% | 3,646,821 | $100.31 | 3.66亿 | — | — | — | — |
| 19 | 五九（FIVN）FIVE9 | 2.38% | ↑ +30.3% | 2,773,856 | $129.68 | 3.60亿 | — | — | — | — |
| 20 | 美卡多（MELI）MERCADOLIBRE | 2.34% | ↑ +62.9% | 327,964 | $1082.48 | 3.55亿 | — | — | — | — |
| 21 | 冬海集团（SE）SEA | 2.32% | ↑ +24.6% | 2,282,702 | $154.04 | 3.52亿 | — | — | — | — |
| 22 | 恩智浦半导体（NXPI）NXP SEMICONDUCTORS N V | 2.22% | ↑ +3.7% | 2,692,879 | $124.81 | 3.36亿 | — | — | — | — |
| 23 | NVIDIA CORP（NVDA）NVIDIA CORP | 2.08% | ↑ +3.7% | 582,049 | $541.22 | 3.15亿 | — | — | — | — |
| 24 | MongoDB公司（MDB）MONGODB | 1.80% | — | 1,181,017 | $231.51 | 2.73亿 | — | — | — | — |
| 25 | 拼趣（PINS）PINTEREST | 1.75% | New | 6,387,671 | $41.51 | 2.65亿 | — | — | — | — |
| 26 | 阿瓦拉（AVLR）AVALARA | 1.74% | — | 2,071,967 | $127.34 | 2.64亿 | — | — | — | — |
| 27 | 泽德斯克（ZEN）ZENDESK | 1.69% | ↓ -16.3% | 2,484,568 | $102.92 | 2.56亿 | — | — | — | — |
| 28 | 飞塔（FTNT）FORTINET | 1.52% | ↓ -22.8% | 1,954,144 | $117.81 | 2.30亿 | — | — | — | — |
| 29 | 特维利奥（TWLO）TWILIO | 1.52% | — | 931,340 | $247.09 | 2.30亿 | — | — | — | — |
| 30 | 芯源系统（MPWR）MONOLITHIC PWR SYS | 1.51% | ↑ +3.7% | 821,251 | $279.61 | 2.30亿 | — | — | — | — |
| 31 | 科锐（CREE）CREE | 1.42% | ↑ +3.7% | 3,367,303 | $63.74 | 2.15亿 | — | — | — | — |
| 32 | 石科控股（STNE）STONECO | 1.39% | ↑ +3.7% | 3,984,916 | $52.89 | 2.11亿 | — | — | — | — |
| 33 | 超威半导体（AMD）ADVANCED MICRO DEVICES | 1.33% | New | 2,457,233 | $81.99 | 2.01亿 | — | — | — | — |
| 34 | 台积电（TSM）TAIWAN SEMICONDUCTOR MFG | 1.31% | New | 2,451,291 | $81.07 | 1.99亿 | — | — | — | — |
| 35 | 阿尔泰克斯（AYX）ALTERYX | 1.29% | ↑ +29.6% | 1,720,191 | $113.55 | 1.95亿 | — | — | — | — |
| 36 | 赛睿人力资本（DAY）CERIDIAN HCM HLDG | 1.20% | ↓ -21.6% | 2,204,465 | $82.65 | 1.82亿 | — | — | — | — |
| 37 | 贝壳（BEKE）KE | 1.06% | New | 2,614,205 | $61.30 | 1.60亿 | — | — | — | — |
| 38 | 思睿逻辑（CRUS）CIRRUS LOGIC | 0.93% | New | 2,099,026 | $67.45 | 1.42亿 | — | — | — | — |
| 39 | ServiceNow（NOW）SERVICENOW | 0.91% | — | 283,636 | $485.00 | 1.38亿 | — | — | — | — |
| 40 | 达克溪科技（DCT）DUCK CREEK TECHNOLOGIES | 0.67% | New | 2,247,629 | $45.43 | 1.02亿 | — | — | — | — |
| 41 | 雪花公司（SNOW）SNOWFLAKE | 0.49% | New | 300,000 | $251.00 | 0.75亿 | — | — | — | — |
| 42 | 卡瓦纳（CVNA）CARVANA | 0.41% | ↓ -86.1% | 278,213 | $223.06 | 0.62亿 | — | — | — | — |
| 43 | 维罗姆（VRM）VROOM | 0.10% | — | 302,000 | $51.78 | 0.16亿 | — | — | — | — |
| 44 | Unity软件（U）UNITY SOFTWARE | 0.08% | New | 150,000 | $87.28 | 0.13亿 | — | — | — | — |
| 45 | 苏摩逻辑（SUMO）SUMO LOGIC | 0.02% | New | 165,000 | $21.80 | 0.04亿 | — | — | — | — |
| 46 | 杰弗罗格（FROG）JFROG | 0.00% | New | 15,000 | $84.67 | 0.01亿 | — | — | — | — |
| 47 | DocuSign（DOCU）DOCUSIGN | 0.00% | Sold Out | 3,155,014 | $172.21 | 5.43亿 | — | — | — | — |
| 48 | 思迈特公司（SMAR）SMARTSHEET | 0.00% | Sold Out | 5,589,435 | $50.92 | 2.85亿 | — | — | — | — |
| 49 | 谷歌（GOOGL）ALPHABET | 0.00% | Sold Out | 188,045 | $1418.05 | 2.67亿 | — | — | — | — |
| 50 | Apple Inc.（AAPL）Apple Inc. | 0.00% | Sold Out | 599,858 | $364.80 | 2.19亿 | — | — | — | — |
| 51 | 泛林集团（LRCXXXXX）LAM RESEARCH | 0.00% | Sold Out | 550,421 | $323.46 | 1.78亿 | — | — | — | — |
| 52 | Cloudflare（NET）CLOUDFLARE | 0.00% | Sold Out | 3,456,057 | $35.95 | 1.24亿 | — | — | — | — |
| 53 | 锐讯（RNG）RINGCENTRAL | 0.00% | Sold Out | 342,036 | $285.01 | 0.97亿 | — | — | — | — |
| 54 | ZoomInfo科技（GTM）ZOOMINFO TECHNOLOGIES | 0.00% | Sold Out | 302,990 | $51.03 | 0.15亿 | — | — | — | — |
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