GB
持仓快照
Gavin Baker
Atreides Management, LP
Alpha 投资人 · 13F 仅覆盖公开市场披露仓位
25 持仓·5 已清仓·总计 7.08亿·2020 Q2 · 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 | 布洛克公司（XYZ）BLOCK | 8.62% | ↓ -11.5% | 582,122 | $104.94 | 0.61亿 | — | — | — | — |
| 2 | 动视暴雪ACTIVISION BLIZZARD | 6.74% | ↓ -9.7% | 629,446 | $75.90 | 0.48亿 | — | — | — | — |
| 3 | 餐饮品牌国际（QSR）RESTAURANT BRANDS INTL | 6.64% | ↑ +43.9% | 860,814 | $54.63 | 0.47亿 | — | — | — | — |
| 4 | 红鳍（RDFN）REDFIN | 6.21% | ↓ -1.7% | 1,049,796 | $41.91 | 0.44亿 | — | — | — | — |
| 5 | 美光科技（MU）MICRON TECHNOLOGY | 6.01% | ↑ +96.7% | 826,850 | $51.52 | 0.43亿 | — | — | — | — |
| 6 | 迪士尼（DIS）DISNEY WALT | 5.97% | ↑ +5.6% | 379,220 | $111.51 | 0.42亿 | — | — | — | — |
| 7 | 谷歌（GOOGL）ALPHABET | 5.92% | ↑ +9.5% | 29,611 | $1418.05 | 0.42亿 | — | — | — | — |
| 8 | 罗库（ROKU）ROKU | 4.86% | ↑ +149.1% | 295,585 | $116.53 | 0.34亿 | — | — | — | — |
| 9 | 亚马逊（AMZN）AMAZON | 4.78% | ↑ +12.8% | 12,290 | $2758.83 | 0.34亿 | — | — | — | — |
| 10 | Take-Two互动（TTWO）TAKE-TWO INTERACTIVE SOFTWAR | 4.60% | ↑ +33.8% | 233,760 | $139.57 | 0.33亿 | — | — | — | — |
| 11 | 波士顿啤酒（SAM）BOSTON BEER | 3.84% | New | 50,700 | $536.65 | 0.27亿 | — | — | — | — |
| 12 | 安吉家居服务（ANGI）ANGI HOMESERVICES | 3.76% | — | 2,193,475 | $12.15 | 0.27亿 | — | — | — | — |
| 13 | 赛灵思（XLNX）XILINX | 3.66% | New | 263,900 | $98.39 | 0.26亿 | — | — | — | — |
| 14 | 英特尔（INTC）INTEL | 3.59% | New | 425,000 | $59.83 | 0.25亿 | — | — | — | — |
| 15 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 3.48% | ↑ +128.5% | 246,300 | $100.29 | 0.25亿 | — | — | — | — |
| 16 | 帕尔科技（PAR）PAR TECHNOLOGY | 3.45% | ↑ +16.8% | 816,803 | $29.93 | 0.24亿 | — | — | — | — |
| 17 | NVIDIA CORP（NVDA）NVIDIA CORP | 3.25% | ↓ -13.8% | 60,748 | $379.91 | 0.23亿 | — | — | — | — |
| 18 | 奥尔塔美妆（ULTA）ULTA BEAUTY | 3.00% | ↑ +17.4% | 104,500 | $203.42 | 0.21亿 | — | — | — | — |
| 19 | Tesla, Inc.（TSLA）Tesla, Inc. | 2.80% | ↓ -58.6% | 18,377 | $1079.83 | 0.20亿 | — | — | — | — |
| 20 | 塔吉特（TGT）TARGET | 2.66% | New | 157,600 | $119.93 | 0.19亿 | — | — | — | — |
| 21 | 特维利奥（TWLO）TWILIO | 1.47% | ↓ -78.6% | 47,635 | $219.42 | 0.10亿 | — | — | — | — |
| 22 | 搜诺思（SONO）SONOS | 1.44% | New | 697,200 | $14.63 | 0.10亿 | — | — | — | — |
| 23 | 切维（CHWY）CHEWY | 1.41% | — | 223,564 | $44.69 | 0.10亿 | — | — | — | — |
| 24 | 戴纳捷（DT）DYNATRACE | 1.27% | ↓ -56.8% | 222,213 | $40.60 | 0.09亿 | — | — | — | — |
| 25 | 维罗姆（VRM）VROOM | 0.47% | New | 64,000 | $52.14 | 0.03亿 | — | — | — | — |
| 26 | 康卡斯特公司（CMCSA）COMCAST NEW | 0.00% | Sold Out | 687,200 | $34.38 | 0.24亿 | — | — | — | — |
| 27 | Elastic（ESTC）ELASTIC N V | 0.00% | Sold Out | 349,800 | $55.81 | 0.20亿 | — | — | — | — |
| 28 | 麦当劳（MCD）MCDONALDS | 0.00% | Sold Out | 93,800 | $165.35 | 0.16亿 | — | — | — | — |
| 29 | 卡瓦纳（CVNA）CARVANA | 0.00% | Sold Out | 180,700 | $55.09 | 0.10亿 | — | — | — | — |
| 30 | 耐克（NKE）NIKE | 0.00% | Sold Out | 80,400 | $82.74 | 0.07亿 | — | — | — | — |
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