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
40 持仓·6 已清仓·总计 35.6亿·2022 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 | 7.31% | ↑ +17.1% | 2,304,454 | $113.00 | 2.60亿 | — | — | — | — |
| 2 | 微软（MSFT）MICROSOFT | 6.32% | ↓ -32.9% | 965,894 | $232.90 | 2.25亿 | — | — | — | — |
| 3 | 奈飞（NFLX）NETFLIX | 5.47% | New | 826,966 | $235.44 | 1.95亿 | — | — | — | — |
| 4 | 芯源系统（MPWR）MONOLITHIC PWR SYS | 5.27% | ↓ -29.1% | 516,919 | $363.40 | 1.88亿 | — | — | — | — |
| 5 | 财捷（INTU）INTUIT | 5.21% | ↓ -30.1% | 479,395 | $387.32 | 1.86亿 | — | — | — | — |
| 6 | 斯普朗克（SPLK）SPLUNK | 4.96% | ↓ -14.5% | 2,349,946 | $75.20 | 1.77亿 | — | — | — | — |
| 7 | 元宇宙平台公司（META）META PLATFORMS | 4.91% | New | 1,288,978 | $135.68 | 1.75亿 | — | — | — | — |
| 8 | 安森美半导体（ON）ON SEMICONDUCTOR | 4.75% | New | 2,712,548 | $62.33 | 1.69亿 | — | — | — | — |
| 9 | 纯存储（P）PURE STORAGE | 4.50% | ↑ +14.7% | 5,850,134 | $27.37 | 1.60亿 | — | — | — | — |
| 10 | 沃客德（WDAY）WORKDAY | 4.07% | ↑ +136.3% | 952,714 | $152.22 | 1.45亿 | — | — | — | — |
| 11 | 甲骨文（ORCL）ORACLE | 3.85% | ↑ +7.3% | 2,248,563 | $61.07 | 1.37亿 | — | — | — | — |
| 12 | 瞻博网络（JNPR）JUNIPER NETWORKS | 3.27% | ↑ +5.2% | 4,463,388 | $26.12 | 1.17亿 | — | — | — | — |
| 13 | Zscaler公司（ZS）ZSCALER | 3.03% | ↑ +106.1% | 657,235 | $164.37 | 1.08亿 | — | — | — | — |
| 14 | 纽控集团（NU）NU | 2.98% | ↓ -3.4% | 24,154,442 | $4.40 | 1.06亿 | — | — | — | — |
| 15 | 哈博斯波特（HUBS）HUBSPOT | 2.96% | ↑ +28.7% | 391,135 | $270.12 | 1.06亿 | — | — | — | — |
| 16 | T-Mobile（TMUS）T-MOBILE US | 2.57% | ↓ -4.0% | 682,199 | $134.17 | 0.92亿 | — | — | — | — |
| 17 | 布洛克公司（XYZ）BLOCK | 2.48% | New | 1,610,307 | $54.99 | 0.89亿 | — | — | — | — |
| 18 | 派拓网络（PANW）PALO ALTO NETWORKS | 2.28% | ↑ +85.1% | 497,310 | $163.79 | 0.81亿 | — | — | — | — |
| 19 | 赛富时（CRM）SALESFORCE | 2.09% | ↑ +39.2% | 519,388 | $143.84 | 0.75亿 | — | — | — | — |
| 20 | MongoDB公司（MDB）MONGODB | 1.97% | ↓ -29.9% | 353,606 | $198.56 | 0.70亿 | — | — | — | — |
| 21 | 贝壳（BEKE）KE | 1.94% | ↓ -23.5% | 3,943,283 | $17.52 | 0.69亿 | — | — | — | — |
| 22 | 五九（FIVN）FIVE9 | 1.87% | ↑ +165.5% | 888,507 | $74.98 | 0.67亿 | — | — | — | — |
| 23 | 博通（AVGO）BROADCOM | 1.70% | ↑ +40.6% | 136,227 | $444.01 | 0.60亿 | — | — | — | — |
| 24 | 检查点软件技术（CHKP）CHECK POINT SOFTWARE TECH LT | 1.63% | ↓ -41.3% | 517,993 | $112.02 | 0.58亿 | — | — | — | — |
| 25 | 拼趣（PINS）PINTEREST | 1.54% | New | 2,362,354 | $23.30 | 0.55亿 | — | — | — | — |
| 26 | 比尔控股（BILL）BILL | 1.53% | New | 413,740 | $132.37 | 0.55亿 | — | — | — | — |
| 27 | 迈威尔科技（MRVL）MARVELL TECHNOLOGY | 1.25% | ↑ +27.5% | 1,043,785 | $42.91 | 0.45亿 | — | — | — | — |
| 28 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 1.06% | ↓ -69.0% | 229,699 | $164.81 | 0.38亿 | — | — | — | — |
| 29 | 谷歌（GOOGL）ALPHABET | 1.00% | ↑ +1913.1% | 374,101 | $95.65 | 0.36亿 | — | — | — | — |
| 30 | PDD Holdings Inc.（PDD）PDD Holdings Inc. | 0.91% | New | 519,955 | $62.58 | 0.33亿 | — | — | — | — |
| 31 | GitLab公司（GTLB）GITLAB | 0.84% | New | 585,764 | $51.22 | 0.30亿 | — | — | — | — |
| 32 | Arista网络（ANETXXXX）ARISTA NETWORKS | 0.81% | New | 256,778 | $112.89 | 0.29亿 | — | — | — | — |
| 33 | 帕加亚科技（PGY）PAGAYA TECHNOLOGIES | 0.56% | ↓ -4.7% | 11,095,248 | $1.81 | 0.20亿 | — | — | — | — |
| 34 | 吐司（TOST）TOAST | 0.50% | ↓ -24.7% | 1,070,875 | $16.72 | 0.18亿 | — | — | — | — |
| 35 | 思迈特公司（SMAR）SMARTSHEET | 0.48% | New | 502,384 | $34.36 | 0.17亿 | — | — | — | — |
| 36 | 看准（BZ）KANZHUN LIMITED | 0.47% | ↓ -33.3% | 996,147 | $16.88 | 0.17亿 | — | — | — | — |
| 37 | 阿尔泰克斯（AYX）ALTERYX | 0.45% | New | 288,022 | $55.84 | 0.16亿 | — | — | — | — |
| 38 | 哈希公司（HCP）HASHICORP | 0.39% | ↓ -23.7% | 439,931 | $32.19 | 0.14亿 | — | — | — | — |
| 39 | Monday.com（MNDY）MONDAY | 0.34% | New | 109,139 | $113.34 | 0.12亿 | — | — | — | — |
| 40 | 普洛科（PCOR）PROCORE TECHNOLOGIES | 0.26% | ↓ -67.9% | 190,435 | $49.48 | 0.09亿 | — | — | — | — |
| 41 | 鲁门特姆（LITE）LUMENTUM | 0.00% | Sold Out | 863,115 | $79.42 | 0.69亿 | — | — | — | — |
| 42 | 国际商业机器（IBM）INTERNATIONAL BUSINESS MACHS | 0.00% | Sold Out | 423,363 | $141.19 | 0.60亿 | — | — | — | — |
| 43 | 数据狗（DDOG）DATADOG | 0.00% | Sold Out | 586,661 | $95.24 | 0.56亿 | — | — | — | — |
| 44 | 贰陆公司（IIVI）II-VI | 0.00% | Sold Out | 1,039,853 | $50.95 | 0.53亿 | — | — | — | — |
| 45 | Elastic（ESTC）ELASTIC N V | 0.00% | Sold Out | 275,912 | $67.67 | 0.19亿 | — | — | — | — |
| 46 | 振幅（AMPL）AMPLITUDE | 0.00% | Sold Out | 604,558 | $14.29 | 0.09亿 | — | — | — | — |
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