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
49 持仓·28 已清仓·总计 118.3亿·2021 Q4 · 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 | Tesla, Inc.（TSLA）Tesla, Inc. | 9.22% | ↑ +2.9% | 1,032,528 | $1056.78 | 10.9亿 | — | — | — | — |
| 2 | 谷歌（GOOGL）ALPHABET | 7.99% | ↑ +6.0% | 326,649 | $2897.04 | 9.46亿 | — | — | — | — |
| 3 | 比尔控股（BILL）BILL | 7.26% | ↓ -2.1% | 3,449,256 | $249.15 | 8.59亿 | — | — | — | — |
| 4 | Shopify公司（SHOP）SHOPIFY | 5.53% | ↓ -1.7% | 475,567 | $1377.39 | 6.55亿 | — | — | — | — |
| 5 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 5.29% | ↑ +4.0% | 3,057,196 | $204.75 | 6.26亿 | — | — | — | — |
| 6 | 亚马逊（AMZN）AMAZON | 5.22% | ↓ -17.8% | 185,417 | $3334.34 | 6.18亿 | — | — | — | — |
| 7 | 元宇宙平台公司（META）META PLATFORMS | 4.94% | ↑ +9.1% | 1,738,284 | $336.35 | 5.85亿 | — | — | — | — |
| 8 | 卡瓦纳（CVNA）CARVANA | 4.59% | ↑ +168.4% | 2,347,595 | $231.79 | 5.44亿 | — | — | — | — |
| 9 | 微软（MSFT）MICROSOFT | 4.30% | ↑ +6.3% | 1,514,935 | $336.32 | 5.10亿 | — | — | — | — |
| 10 | 哈博斯波特（HUBS）HUBSPOT | 3.23% | ↓ -28.5% | 580,772 | $659.15 | 3.83亿 | — | — | — | — |
| 11 | Monday.com（MNDY）MONDAY | 3.15% | ↑ +100.9% | 1,207,542 | $308.72 | 3.73亿 | — | — | — | — |
| 12 | MongoDB公司（MDB）MONGODB | 3.00% | ↓ -46.9% | 672,054 | $529.35 | 3.56亿 | — | — | — | — |
| 13 | DoorDash（DASH）DOORDASH | 2.98% | ↓ -13.7% | 2,372,814 | $148.90 | 3.53亿 | — | — | — | — |
| 14 | 五九（FIVN）FIVE9 | 2.83% | ↑ +6.3% | 2,447,002 | $137.32 | 3.36亿 | — | — | — | — |
| 15 | 超威半导体（AMD）ADVANCED MICRO DEVICES | 2.55% | New | 2,097,604 | $143.90 | 3.02亿 | — | — | — | — |
| 16 | 多西米蒂（DOCS）DOXIMITY | 2.38% | ↑ +43.2% | 5,631,376 | $50.13 | 2.82亿 | — | — | — | — |
| 17 | 数字海洋（DOCN）DIGITALOCEAN | 2.30% | ↑ +17.3% | 3,398,517 | $80.33 | 2.73亿 | — | — | — | — |
| 18 | 纽控集团（NU）NU | 2.15% | New | 27,204,417 | $9.38 | 2.55亿 | — | — | — | — |
| 19 | NVIDIA CORP（NVDA）NVIDIA CORP | 1.84% | ↓ -58.5% | 740,370 | $294.11 | 2.18亿 | — | — | — | — |
| 20 | 康弗伦特（CFLT）CONFLUENT | 1.82% | ↑ +238.4% | 2,826,020 | $76.24 | 2.15亿 | — | — | — | — |
| 21 | 安诺维克斯（ENVX）ENOVIX | 1.65% | — | 7,167,885 | $27.28 | 1.96亿 | — | — | — | — |
| 22 | 卡利克斯（CALX）CALIX | 1.50% | New | 2,229,684 | $79.97 | 1.78亿 | — | — | — | — |
| 23 | 美卡多（MELI）MERCADOLIBRE | 1.32% | ↓ -23.6% | 116,128 | $1348.40 | 1.57亿 | — | — | — | — |
| 24 | Cloudflare（NET）CLOUDFLARE | 1.25% | New | 1,130,399 | $131.50 | 1.49亿 | — | — | — | — |
| 25 | 韦费尔（W）WAYFAIR | 1.22% | ↓ -52.2% | 760,720 | $189.97 | 1.45亿 | — | — | — | — |
| 26 | 泽德斯克（ZEN）ZENDESK | 0.98% | ↓ -31.8% | 1,122,209 | $104.29 | 1.17亿 | — | — | — | — |
| 27 | 飞汇（FLYW）FLYWIRE | 0.97% | — | 3,029,978 | $38.06 | 1.15亿 | — | — | — | — |
| 28 | 冬海集团（SE）SEA | 0.92% | ↓ -36.5% | 486,748 | $223.71 | 1.09亿 | — | — | — | — |
| 29 | CCC智能解决方案（CCC）CCC INTELLIGENT SOLUTIONS HL | 0.90% | ↑ +39.2% | 9,380,788 | $11.39 | 1.07亿 | — | — | — | — |
| 30 | 布洛克公司（XYZ）BLOCK | 0.87% | ↓ -33.1% | 640,849 | $161.51 | 1.04亿 | — | — | — | — |
| 31 | 思特沃克控股（TWKS）THOUGHTWORKS HOLDING | 0.84% | — | 3,725,841 | $26.81 | 1.00亿 | — | — | — | — |
| 32 | 环球E在线（GLBE）GLOBAL E ONLINE | 0.73% | ↑ +13.5% | 1,379,935 | $63.39 | 0.87亿 | — | — | — | — |
| 33 | 库帕软件（COUP）COUPA SOFTWARE | 0.66% | — | 499,838 | $158.05 | 0.79亿 | — | — | — | — |
| 34 | 达克溪科技（DCT）DUCK CREEK TECHNOLOGIES | 0.56% | — | 2,233,449 | $30.11 | 0.67亿 | — | — | — | — |
| 35 | 奥克塔（OKTA）OKTA | 0.44% | ↓ -75.0% | 233,018 | $224.17 | 0.52亿 | — | — | — | — |
| 36 | 尤帕斯（PATH）UIPATH | 0.40% | ↓ -26.7% | 1,122,665 | $43.13 | 0.48亿 | — | — | — | — |
| 37 | 里维安（RIVN）RIVIAN AUTOMOTIVE | 0.30% | New | 343,889 | $103.69 | 0.36亿 | — | — | — | — |
| 38 | 罗宾汉市场（HOOD）ROBINHOOD MKTS | 0.29% | ↓ -58.4% | 1,935,483 | $17.76 | 0.34亿 | — | — | — | — |
| 39 | 哈希公司（HCP）HASHICORP | 0.26% | New | 341,720 | $91.04 | 0.31亿 | — | — | — | — |
| 40 | 诺贝（KNBE）KNOWBE4 | 0.24% | — | 1,250,113 | $22.94 | 0.29亿 | — | — | — | — |
| 41 | 景顺QQQ信托（QQQ）INVESCO QQQ TR | 0.17% | ↑ +4.0% | 52,448 | $397.84 | 0.21亿 | — | — | — | — |
| 42 | 普洛科（PCOR）PROCORE TECHNOLOGIES | 0.16% | — | 249,948 | $79.97 | 0.20亿 | — | — | — | — |
| 43 | 布雷兹（BRZE）BRAZE | 0.13% | New | 200,000 | $77.16 | 0.15亿 | — | — | — | — |
| 44 | GitLab公司（GTLB）GITLAB | 0.11% | New | 152,513 | $87.00 | 0.13亿 | — | — | — | — |
| 45 | 梅利卡泽克先锋公司（MEKA）MELI KASZEK PIONEER | 0.09% | — | 1,000,194 | $11.56 | 0.12亿 | — | — | — | — |
| 46 | 催化剂合伙收购公司（CPARU）CATALYST PARTNRS ACQUISITN C | 0.08% | — | 999,964 | $10.01 | 0.10亿 | — | — | — | — |
| 47 | 吐司（TOST）TOAST | 0.08% | ↑ +176.7% | 286,592 | $34.71 | 0.10亿 | — | — | — | — |
| 48 | 索麦特（XMTR）XOMETRY | 0.05% | — | 134,974 | $51.25 | 0.07亿 | — | — | — | — |
| 49 | 泰科斯（TASK）TASKUS | 0.03% | ↓ -89.2% | 80,038 | $53.96 | 0.04亿 | — | — | — | — |
| 50 | 数据狗（DDOG）DATADOG | 0.00% | Sold Out | 3,883,470 | $141.35 | 5.49亿 | — | — | — | — |
| 51 | 罗库（ROKU）ROKU | 0.00% | Sold Out | 952,199 | $313.35 | 2.98亿 | — | — | — | — |
| 52 | Upstart控股（UPST）UPSTART | 0.00% | Sold Out | 829,995 | $316.44 | 2.63亿 | — | — | — | — |
| 53 | 应用材料（AMAT）APPLIED MATLS | 0.00% | Sold Out | 1,893,793 | $128.73 | 2.44亿 | — | — | — | — |
| 54 | 雪花公司（SNOW）SNOWFLAKE | 0.00% | Sold Out | 787,435 | $302.43 | 2.38亿 | — | — | — | — |
| 55 | Elastic（ESTC）ELASTIC N V | 0.00% | Sold Out | 1,576,948 | $148.99 | 2.35亿 | — | — | — | — |
| 56 | 佩洛顿互动（PTON）PELOTON INTERACTIVE | 0.00% | Sold Out | 2,114,395 | $87.05 | 1.84亿 | — | — | — | — |
| 57 | 罗布乐思（RBLX）ROBLOX | 0.00% | Sold Out | 2,129,849 | $75.55 | 1.61亿 | — | — | — | — |
| 58 | 特维利奥（TWLO）TWILIO | 0.00% | Sold Out | 496,441 | $319.05 | 1.58亿 | — | — | — | — |
| 59 | 台积电（TSM）TAIWAN SEMICONDUCTOR MFG | 0.00% | Sold Out | 1,394,066 | $111.65 | 1.56亿 | — | — | — | — |
| 60 | 宾夕法尼亚国家博彩（PENN）PENN NATL GAMING | 0.00% | Sold Out | 2,044,435 | $72.46 | 1.48亿 | — | — | — | — |
| 61 | 威科（VICR）VICOR | 0.00% | Sold Out | 1,043,932 | $134.16 | 1.40亿 | — | — | — | — |
| 62 | Zoom（ZM）ZOOM VIDEO COMMUNICATIONS IN | 0.00% | Sold Out | 482,826 | $261.50 | 1.26亿 | — | — | — | — |
| 63 | 多邻国（DUOL）DUOLINGO | 0.00% | Sold Out | 584,415 | $166.36 | 0.97亿 | — | — | — | — |
| 64 | 贝壳（BEKE）KE | 0.00% | Sold Out | 3,780,797 | $18.26 | 0.69亿 | — | — | — | — |
| 65 | 看准（BZ）KANZHUN LIMITED | 0.00% | Sold Out | 1,856,029 | $35.99 | 0.67亿 | — | — | — | — |
| 66 | 拼趣（PINS）PINTEREST | 0.00% | Sold Out | 991,026 | $50.95 | 0.50亿 | — | — | — | — |
| 67 | 奥洛（OLO）OLO | 0.00% | Sold Out | 1,354,412 | $30.03 | 0.41亿 | — | — | — | — |
| 68 | Lucid集团（LCIDXXXX）LUCID | 0.00% | Sold Out | 1,472,150 | $25.38 | 0.37亿 | — | — | — | — |
| 69 | 维泰克斯（VTEX）VTEX | 0.00% | Sold Out | 1,497,398 | $20.57 | 0.31亿 | — | — | — | — |
| 70 | 酷澎（CPNG）COUPANG | 0.00% | Sold Out | 958,509 | $27.85 | 0.27亿 | — | — | — | — |
| 71 | 因斯特拉克特控股（INST）INSTRUCTURE | 0.00% | Sold Out | 999,937 | $22.59 | 0.23亿 | — | — | — | — |
| 72 | CS迪斯科（LAW）CS DISCO | 0.00% | Sold Out | 356,353 | $47.94 | 0.17亿 | — | — | — | — |
| 73 | 清水分析控股一（CWAN）CLEARWATER ANALYTICS I | 0.00% | Sold Out | 650,000 | $25.61 | 0.17亿 | — | — | — | — |
| 74 | 智动（ESMT）ENGAGESMART | 0.00% | Sold Out | 400,000 | $34.06 | 0.14亿 | — | — | — | — |
| 75 | 瑞米提（RELY）REMITLY GLOBAL | 0.00% | Sold Out | 250,000 | $36.70 | 0.09亿 | — | — | — | — |
| 76 | 确定医疗（DH）DEFINITIVE HEALTHCARE | 0.00% | Sold Out | 200,000 | $42.83 | 0.09亿 | — | — | — | — |
| 77 | 福莱西（FRSH）FRESHWORKS | 0.00% | Sold Out | 41,435 | $42.69 | 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