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
28 持仓·14 已清仓·总计 30.6亿·2023 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 | 冬海集团（SE）SEA | 12.32% | ↑ +307.6% | 8,584,934 | $43.95 | 3.77亿 | — | — | — | — |
| 2 | 超威半导体（AMD）ADVANCED MICRO DEVICES | 11.50% | ↑ +114.3% | 3,422,730 | $102.82 | 3.52亿 | — | — | — | — |
| 3 | RH集团（RH）RH | 9.15% | — | 1,059,872 | $264.36 | 2.80亿 | — | — | — | — |
| 4 | 纯存储（P）PURE STORAGE | 9.07% | ↓ -1.3% | 7,793,214 | $35.62 | 2.78亿 | — | — | — | — |
| 5 | 贝宝控股（PYPL）PAYPAL | 7.97% | ↑ +9.3% | 4,174,520 | $58.46 | 2.44亿 | — | — | — | — |
| 6 | 微软（MSFT）MICROSOFT | 6.69% | New | 649,162 | $315.75 | 2.05亿 | — | — | — | — |
| 7 | ACV拍卖（ACVA）ACV AUCTIONS | 5.37% | ↑ +5.8% | 10,829,070 | $15.18 | 1.64亿 | — | — | — | — |
| 8 | 谷歌（GOOGL）ALPHABET | 5.30% | New | 1,240,957 | $130.86 | 1.62亿 | — | — | — | — |
| 9 | 巴斯与身体工坊（BBWI）BATH & BODY WORKS | 4.90% | ↓ -21.3% | 4,442,150 | $33.80 | 1.50亿 | — | — | — | — |
| 10 | NVIDIA CORP（NVDA）NVIDIA CORP | 3.83% | New | 270,000 | $434.99 | 1.17亿 | — | — | — | — |
| 11 | 元宇宙平台公司（META）META PLATFORMS | 3.70% | New | 377,380 | $300.21 | 1.13亿 | — | — | — | — |
| 12 | 布洛克公司（XYZ）BLOCK | 3.23% | ↓ -16.9% | 2,233,572 | $44.26 | 0.99亿 | — | — | — | — |
| 13 | 康弗伦特（CFLT）CONFLUENT | 2.91% | ↓ -24.8% | 3,013,352 | $29.61 | 0.89亿 | — | — | — | — |
| 14 | 赛纳（CIEN）CIENA | 2.54% | New | 1,647,965 | $47.26 | 0.78亿 | — | — | — | — |
| 15 | 韦费尔（W）WAYFAIR | 1.92% | ↑ +1.8% | 971,206 | $60.57 | 0.59亿 | — | — | — | — |
| 16 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 1.68% | ↓ -71.6% | 307,827 | $167.38 | 0.52亿 | — | — | — | — |
| 17 | Tesla, Inc.（TSLA）Tesla, Inc. | 1.66% | ↑ +9.0% | 202,989 | $250.22 | 0.51亿 | — | — | — | — |
| 18 | 美光科技（MU）MICRON TECHNOLOGY | 1.56% | ↓ -42.3% | 705,463 | $68.03 | 0.48亿 | — | — | — | — |
| 19 | 拉斯维加斯金沙集团（LVS）LAS VEGAS SANDS | 1.12% | ↓ -29.0% | 750,088 | $45.84 | 0.34亿 | — | — | — | — |
| 20 | 哈希公司（HCP）HASHICORP | 1.02% | New | 1,375,964 | $22.83 | 0.31亿 | — | — | — | — |
| 21 | 自由媒体（FWONK）LIBERTY MEDIA DEL | 0.89% | New | 440,596 | $62.30 | 0.27亿 | — | — | — | — |
| 22 | 美高梅（MGM）MGM RESORTS INTERNATIONAL | 0.49% | ↓ -76.7% | 414,688 | $36.76 | 0.15亿 | — | — | — | — |
| 23 | 桑德控股（SONDQ）SONDER | 0.27% | New | 1,012,621 | $8.21 | 0.08亿 | — | — | — | — |
| 24 | 孩之宝（HAS）HASBRO | 0.25% | New | 116,319 | $66.14 | 0.08亿 | — | — | — | — |
| 25 | 乔比航空（JOBY）JOBY AVIATION | 0.21% | — | 1,000,000 | $6.45 | 0.06亿 | — | — | — | — |
| 26 | 相干公司（COHR）COHERENT | 0.19% | New | 178,293 | $32.64 | 0.06亿 | — | — | — | — |
| 27 | 塔博拉（TBLA）TABOOLA | 0.08% | — | 725,000 | $3.79 | 0.03亿 | — | — | — | — |
| 28 | 振幅（AMPL）AMPLITUDE | 0.03% | ↓ -87.2% | 93,209 | $11.57 | 0.01亿 | — | — | — | — |
| 29 | 景顺QQQ信托（QQQ）INVESCO QQQ TR | 0.00% | Sold Out | 1,500,000 | $369.42 | 5.54亿 | — | — | — | — |
| 30 | 亚马逊（AMZN）AMAZON | 0.00% | Sold Out | 1,043,541 | $130.36 | 1.36亿 | — | — | — | — |
| 31 | 迪克体育用品（DKS）DICKS SPORTING GOODS | 0.00% | Sold Out | 909,685 | $132.19 | 1.20亿 | — | — | — | — |
| 32 | 德克斯户外（DECK）DECKERS OUTDOOR | 0.00% | Sold Out | 216,414 | $527.66 | 1.14亿 | — | — | — | — |
| 33 | 迈威尔科技（MRVL）MARVELL TECHNOLOGY | 0.00% | Sold Out | 1,608,797 | $59.78 | 0.96亿 | — | — | — | — |
| 34 | 拼趣（PINS）PINTEREST | 0.00% | Sold Out | 3,366,448 | $27.34 | 0.92亿 | — | — | — | — |
| 35 | 星球健身（PLNT）PLANET FITNESS | 0.00% | Sold Out | 1,220,212 | $67.44 | 0.82亿 | — | — | — | — |
| 36 | Elastic（ESTC）ELASTIC N V | 0.00% | Sold Out | 1,229,740 | $64.12 | 0.79亿 | — | — | — | — |
| 37 | 比尔控股（BILL）BILL | 0.00% | Sold Out | 583,905 | $116.85 | 0.68亿 | — | — | — | — |
| 38 | 慧与（HPE）HEWLETT PACKARD ENTERPRISE C | 0.00% | Sold Out | 3,101,513 | $16.80 | 0.52亿 | — | — | — | — |
| 39 | 自由媒体（FWONK）LIBERTY MEDIA DEL | 0.00% | Sold Out | 585,310 | $75.28 | 0.44亿 | — | — | — | — |
| 40 | 宾士域（BC）BRUNSWICK | 0.00% | Sold Out | 239,761 | $86.64 | 0.21亿 | — | — | — | — |
| 41 | 桑德控股（SOND）SONDER | 0.00% | Sold Out | 20,252,480 | $0.53 | 0.11亿 | — | — | — | — |
| 42 | Take-Two互动（TTWO）TAKE-TWO INTERACTIVE SOFTWAR | 0.00% | Sold Out | 62,025 | $147.16 | 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