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
38 持仓·4 已清仓·总计 84.4亿·2024 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 | 亚马逊（AMZN）AMAZON | 9.08% | ↑ +21.6% | 3,494,020 | $219.39 | 7.67亿 | — | — | — | — |
| 2 | 博通（AVGO）BROADCOM | 7.04% | ↑ +25.7% | 2,563,881 | $231.84 | 5.94亿 | — | — | — | — |
| 3 | 爱普洛文（APP）APPLOVIN | 6.89% | ↓ -39.4% | 1,796,826 | $323.83 | 5.82亿 | — | — | — | — |
| 4 | 赛莱斯迪卡（CLS）CELESTICA | 6.49% | ↓ -29.8% | 5,939,918 | $92.30 | 5.48亿 | — | — | — | — |
| 5 | 元宇宙平台公司（META）META PLATFORMS | 5.67% | ↑ +9.7% | 817,752 | $585.51 | 4.79亿 | — | — | — | — |
| 6 | NVIDIA CORP（NVDA）NVIDIA CORP | 4.75% | ↓ -13.8% | 2,987,988 | $134.29 | 4.01亿 | — | — | — | — |
| 7 | 多邻国（DUOL）DUOLINGO | 4.53% | ↓ -13.8% | 1,179,755 | $324.23 | 3.83亿 | — | — | — | — |
| 8 | 赛富时（CRM）SALESFORCE | 3.27% | ↑ +264.5% | 826,614 | $334.33 | 2.76亿 | — | — | — | — |
| 9 | 罗布乐思（RBLX）ROBLOX | 3.26% | ↑ +95.8% | 4,755,213 | $57.86 | 2.75亿 | — | — | — | — |
| 10 | 谷歌（GOOGL）ALPHABET | 3.20% | ↓ -40.3% | 1,430,638 | $189.30 | 2.71亿 | — | — | — | — |
| 11 | 吐司（TOST）TOAST | 3.13% | ↓ -1.9% | 7,263,710 | $36.45 | 2.65亿 | — | — | — | — |
| 12 | 卡瓦纳（CVNA）CARVANA | 2.92% | ↑ +29.8% | 1,214,679 | $203.36 | 2.47亿 | — | — | — | — |
| 13 | 威科斯（WIX）WIX | 2.72% | ↑ +55.1% | 1,071,565 | $214.55 | 2.30亿 | — | — | — | — |
| 14 | 纽控集团（NU）NU | 2.71% | ↓ -1.9% | 22,084,794 | $10.36 | 2.29亿 | — | — | — | — |
| 15 | 红迪（RDDT）REDDIT | 2.41% | New | 1,248,492 | $163.44 | 2.04亿 | — | — | — | — |
| 16 | 升特公司（SMTC）SEMTECH | 2.39% | ↑ +364.2% | 3,266,202 | $61.85 | 2.02亿 | — | — | — | — |
| 17 | 相干公司（COHR）COHERENT | 2.38% | ↓ -10.3% | 2,121,545 | $94.73 | 2.01亿 | — | — | — | — |
| 18 | 达美体育（DKNG）DRAFTKINGS NEW | 2.19% | ↑ +9.2% | 4,971,886 | $37.20 | 1.85亿 | — | — | — | — |
| 19 | 法布里内特（FN）FABRINET | 2.18% | ↓ -1.9% | 839,777 | $219.88 | 1.85亿 | — | — | — | — |
| 20 | 澳特莱斯（TEAM）ATLASSIAN | 2.02% | New | 702,369 | $243.38 | 1.71亿 | — | — | — | — |
| 21 | 克拉维奥（KVYO）KLAVIYO | 1.89% | ↑ +7.4% | 3,868,451 | $41.24 | 1.60亿 | — | — | — | — |
| 22 | 酷澎（CPNG）COUPANG | 1.81% | ↓ -12.0% | 6,971,033 | $21.98 | 1.53亿 | — | — | — | — |
| 23 | 美卡多（MELI）MERCADOLIBRE | 1.80% | ↓ -1.9% | 89,583 | $1700.44 | 1.52亿 | — | — | — | — |
| 24 | 赛博阿克（CYBR）CYBERARK SOFTWARE | 1.78% | ↓ -1.9% | 452,351 | $333.15 | 1.51亿 | — | — | — | — |
| 25 | Apple Inc.（AAPL）Apple Inc. | 1.72% | New | 580,237 | $250.42 | 1.45亿 | — | — | — | — |
| 26 | 维谛控股（VRT）VERTIV | 1.60% | ↑ +7.5% | 1,193,773 | $113.61 | 1.36亿 | — | — | — | — |
| 27 | PDD Holdings Inc.（PDD）PDD Holdings Inc. | 1.57% | ↓ -10.3% | 1,370,266 | $96.99 | 1.33亿 | — | — | — | — |
| 28 | 哈博斯波特（HUBS）HUBSPOT | 1.49% | — | 181,328 | $696.77 | 1.26亿 | — | — | — | — |
| 29 | 特维利奥（TWLO）TWILIO | 1.31% | New | 1,029,907 | $108.08 | 1.11亿 | — | — | — | — |
| 30 | Monday.com（MNDY）MONDAY | 1.10% | ↓ -1.9% | 394,928 | $235.44 | 0.93亿 | — | — | — | — |
| 31 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 0.98% | ↓ -1.9% | 242,400 | $342.16 | 0.83亿 | — | — | — | — |
| 32 | 阿尔卡米科技（ALKT）ALKAMI TECHNOLOGY | 0.93% | New | 2,150,440 | $36.68 | 0.79亿 | — | — | — | — |
| 33 | 奥克塔（OKTA）OKTA | 0.75% | ↓ -62.7% | 813,701 | $78.80 | 0.64亿 | — | — | — | — |
| 34 | 科韬（CRTO）CRITEO S A | 0.64% | ↓ -45.0% | 1,385,258 | $39.56 | 0.55亿 | — | — | — | — |
| 35 | 台积电（TSM）TAIWAN SEMICONDUCTOR MFG | 0.58% | ↓ -1.1% | 249,873 | $197.49 | 0.49亿 | — | — | — | — |
| 36 | 慧与（HPE）HEWLETT PACKARD ENTERPRISE C | 0.48% | ↓ -49.1% | 1,906,125 | $21.35 | 0.41亿 | — | — | — | — |
| 37 | 微软（MSFT）MICROSOFT | 0.12% | ↓ -93.2% | 24,795 | $421.50 | 0.10亿 | — | — | — | — |
| 38 | 服务泰坦（TTAN）SERVICETITAN | 0.04% | New | 40,000 | $102.87 | 0.04亿 | — | — | — | — |
| 39 | 芯源系统（MPWR）MONOLITHIC PWR SYS | 0.00% | Sold Out | 200,490 | $924.50 | 1.85亿 | — | — | — | — |
| 40 | 盖德维尔软件（GWRE）GUIDEWIRE SOFTWARE | 0.00% | Sold Out | 972,743 | $182.94 | 1.78亿 | — | — | — | — |
| 41 | 新闻集团（NWSA）NEWS NEW | 0.00% | Sold Out | 1,674,250 | $26.63 | 0.45亿 | — | — | — | — |
| 42 | 应用光电（AAOI）APPLIED OPTOELECTRONICS | 0.00% | Sold Out | 1,128,238 | $14.31 | 0.16亿 | — | — | — | — |
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