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
39 持仓·14 已清仓·总计 29.8亿·2022 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 | 奈飞（NFLX）NETFLIX | 8.91% | ↑ +8.8% | 899,506 | $294.88 | 2.65亿 | — | — | — | — |
| 2 | 沃客德（WDAY）WORKDAY | 8.54% | ↑ +59.5% | 1,519,464 | $167.33 | 2.54亿 | — | — | — | — |
| 3 | 斯普朗克（SPLK）SPLUNK | 7.30% | ↑ +7.4% | 2,524,488 | $86.09 | 2.17亿 | — | — | — | — |
| 4 | 甲骨文（ORCL）ORACLE | 6.73% | ↑ +9.0% | 2,451,031 | $81.74 | 2.00亿 | — | — | — | — |
| 5 | 财捷（INTU）INTUIT | 6.00% | ↓ -4.2% | 459,037 | $389.22 | 1.79亿 | — | — | — | — |
| 6 | 哈博斯波特（HUBS）HUBSPOT | 5.84% | ↑ +53.8% | 601,588 | $289.13 | 1.74亿 | — | — | — | — |
| 7 | T-Mobile（TMUS）T-MOBILE US | 4.38% | ↑ +36.6% | 932,111 | $140.00 | 1.30亿 | — | — | — | — |
| 8 | 瞻博网络（JNPR）JUNIPER NETWORKS | 4.22% | ↓ -11.9% | 3,930,116 | $31.96 | 1.26亿 | — | — | — | — |
| 9 | 维萨（V）VISA | 3.92% | New | 561,473 | $207.76 | 1.17亿 | — | — | — | — |
| 10 | 纯存储（P）PURE STORAGE | 3.77% | ↓ -28.2% | 4,199,096 | $26.76 | 1.12亿 | — | — | — | — |
| 11 | NVIDIA CORP（NVDA）NVIDIA CORP | 3.75% | New | 764,119 | $146.14 | 1.12亿 | — | — | — | — |
| 12 | 安森美半导体（ON）ON SEMICONDUCTOR | 3.68% | ↓ -35.1% | 1,759,488 | $62.37 | 1.10亿 | — | — | — | — |
| 13 | 纽控集团（NU）NU | 2.83% | ↓ -14.1% | 20,756,496 | $4.07 | 0.84亿 | — | — | — | — |
| 14 | 派拓网络（PANW）PALO ALTO NETWORKS | 2.35% | ↑ +1.1% | 502,981 | $139.54 | 0.70亿 | — | — | — | — |
| 15 | Arista网络（ANETXXXX）ARISTA NETWORKS | 2.32% | ↑ +122.2% | 570,578 | $121.35 | 0.69亿 | — | — | — | — |
| 16 | 元宇宙平台公司（META）META PLATFORMS | 1.97% | ↓ -62.1% | 488,324 | $120.34 | 0.59亿 | — | — | — | — |
| 17 | ServiceNow（NOW）SERVICENOW | 1.94% | New | 149,139 | $388.27 | 0.58亿 | — | — | — | — |
| 18 | PDD Holdings Inc.（PDD）PDD Holdings Inc. | 1.81% | ↑ +27.3% | 661,858 | $81.55 | 0.54亿 | — | — | — | — |
| 19 | 谷歌（GOOGL）ALPHABET | 1.78% | ↑ +60.5% | 600,296 | $88.23 | 0.53亿 | — | — | — | — |
| 20 | 泛林集团（LRCXXXXX）LAM RESEARCH | 1.70% | New | 120,689 | $420.30 | 0.51亿 | — | — | — | — |
| 21 | 吐司（TOST）TOAST | 1.69% | ↑ +161.1% | 2,796,035 | $18.03 | 0.50亿 | — | — | — | — |
| 22 | 超微电脑（SMCIXXXX）SUPER MICRO COMPUTER | 1.54% | New | 558,640 | $82.10 | 0.46亿 | — | — | — | — |
| 23 | MongoDB公司（MDB）MONGODB | 1.54% | ↓ -34.1% | 232,879 | $196.84 | 0.46亿 | — | — | — | — |
| 24 | 法布里内特（FN）FABRINET | 1.53% | New | 355,218 | $128.22 | 0.46亿 | — | — | — | — |
| 25 | 微软（MSFT）MICROSOFT | 1.37% | ↓ -82.3% | 170,944 | $239.82 | 0.41亿 | — | — | — | — |
| 26 | Monday.com（MNDY）MONDAY | 1.26% | ↑ +182.6% | 308,475 | $122.00 | 0.38亿 | — | — | — | — |
| 27 | 澳特莱斯（TEAM）ATLASSIAN | 1.09% | New | 252,541 | $128.68 | 0.32亿 | — | — | — | — |
| 28 | 超威半导体（AMD）ADVANCED MICRO DEVICES | 1.07% | New | 493,193 | $64.77 | 0.32亿 | — | — | — | — |
| 29 | 数据狗（DDOG）DATADOG | 0.96% | New | 389,972 | $73.50 | 0.29亿 | — | — | — | — |
| 30 | 布洛克公司（XYZ）BLOCK | 0.82% | ↓ -75.8% | 389,188 | $62.84 | 0.24亿 | — | — | — | — |
| 31 | 芯源系统（MPWR）MONOLITHIC PWR SYS | 0.62% | ↓ -89.8% | 52,917 | $353.61 | 0.19亿 | — | — | — | — |
| 32 | 飞塔（FTNT）FORTINET | 0.60% | New | 369,917 | $48.89 | 0.18亿 | — | — | — | — |
| 33 | 哈希公司（HCP）HASHICORP | 0.41% | ↑ +3.3% | 454,475 | $27.34 | 0.12亿 | — | — | — | — |
| 34 | 杰弗罗格（FROG）JFROG | 0.39% | New | 556,019 | $21.33 | 0.12亿 | — | — | — | — |
| 35 | Elastic（ESTC）ELASTIC N V | 0.34% | New | 199,979 | $51.50 | 0.10亿 | — | — | — | — |
| 36 | 帕加亚科技（PGY）PAGAYA TECHNOLOGIES | 0.31% | ↓ -31.8% | 7,570,572 | $1.24 | 0.09亿 | — | — | — | — |
| 37 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 0.25% | ↓ -68.5% | 72,329 | $105.29 | 0.08亿 | — | — | — | — |
| 38 | 阿尔泰克斯（AYX）ALTERYX | 0.14% | ↓ -70.5% | 84,851 | $50.67 | 0.04亿 | — | — | — | — |
| 39 | 景顺QQQ信托（QQQ）INVESCO QQQ TR | 0.13% | New | 14,749 | $266.28 | 0.04亿 | — | — | — | — |
| 40 | 亚马逊（AMZN）AMAZON | 0.00% | Sold Out | 2,304,454 | $113.00 | 2.60亿 | — | — | — | — |
| 41 | Zscaler公司（ZS）ZSCALER | 0.00% | Sold Out | 657,235 | $164.37 | 1.08亿 | — | — | — | — |
| 42 | 赛富时（CRM）SALESFORCE | 0.00% | Sold Out | 519,388 | $143.84 | 0.75亿 | — | — | — | — |
| 43 | 贝壳（BEKE）KE | 0.00% | Sold Out | 3,943,283 | $17.52 | 0.69亿 | — | — | — | — |
| 44 | 五九（FIVN）FIVE9 | 0.00% | Sold Out | 888,507 | $74.98 | 0.67亿 | — | — | — | — |
| 45 | 博通（AVGO）BROADCOM | 0.00% | Sold Out | 136,227 | $444.01 | 0.60亿 | — | — | — | — |
| 46 | 检查点软件技术（CHKP）CHECK POINT SOFTWARE TECH LT | 0.00% | Sold Out | 517,993 | $112.02 | 0.58亿 | — | — | — | — |
| 47 | 拼趣（PINS）PINTEREST | 0.00% | Sold Out | 2,362,354 | $23.30 | 0.55亿 | — | — | — | — |
| 48 | 比尔控股（BILL）BILL | 0.00% | Sold Out | 413,740 | $132.37 | 0.55亿 | — | — | — | — |
| 49 | 迈威尔科技（MRVL）MARVELL TECHNOLOGY | 0.00% | Sold Out | 1,043,785 | $42.91 | 0.45亿 | — | — | — | — |
| 50 | GitLab公司（GTLB）GITLAB | 0.00% | Sold Out | 585,764 | $51.22 | 0.30亿 | — | — | — | — |
| 51 | 思迈特公司（SMAR）SMARTSHEET | 0.00% | Sold Out | 502,384 | $34.36 | 0.17亿 | — | — | — | — |
| 52 | 看准（BZ）KANZHUN LIMITED | 0.00% | Sold Out | 996,147 | $16.88 | 0.17亿 | — | — | — | — |
| 53 | 普洛科（PCOR）PROCORE TECHNOLOGIES | 0.00% | Sold Out | 190,435 | $49.48 | 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