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
34 持仓·8 已清仓·总计 25.4亿·2022 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 | 超威半导体（AMD）ADVANCED MICRO DEVICES | 9.28% | ↓ -18.4% | 3,637,192 | $64.77 | 2.36亿 | — | — | — | — |
| 2 | 迪克体育用品（DKS）DICKS SPORTING GOODS | 7.69% | ↓ -25.3% | 1,622,522 | $120.29 | 1.95亿 | — | — | — | — |
| 3 | 布洛克公司（XYZ）BLOCK | 6.27% | ↓ -15.5% | 2,530,586 | $62.84 | 1.59亿 | — | — | — | — |
| 4 | 元宇宙平台公司（META）META PLATFORMS | 6.25% | ↑ +29.2% | 1,318,993 | $120.34 | 1.59亿 | — | — | — | — |
| 5 | 迈威尔科技（MRVL）MARVELL TECHNOLOGY | 6.18% | ↑ +188.2% | 4,236,929 | $37.04 | 1.57亿 | — | — | — | — |
| 6 | 德克斯户外（DECK）DECKERS OUTDOOR | 5.34% | ↓ -20.8% | 339,361 | $399.16 | 1.35亿 | — | — | — | — |
| 7 | 巴斯与身体工坊（BBWI）BATH & BODY WORKS | 4.58% | ↑ +20.5% | 2,762,043 | $42.14 | 1.16亿 | — | — | — | — |
| 8 | 美高梅（MGM）MGM RESORTS INTERNATIONAL | 4.32% | ↑ +48.1% | 3,271,609 | $33.53 | 1.10亿 | — | — | — | — |
| 9 | 纯存储（P）PURE STORAGE | 3.98% | ↑ +12.6% | 3,772,288 | $26.76 | 1.01亿 | — | — | — | — |
| 10 | ACV拍卖（ACVA）ACV AUCTIONS | 3.29% | — | 10,172,319 | $8.21 | 0.84亿 | — | — | — | — |
| 11 | Tesla, Inc.（TSLA）Tesla, Inc. | 3.27% | ↑ +274.7% | 673,945 | $123.18 | 0.83亿 | — | — | — | — |
| 12 | 自由媒体（FWONK）LIBERTY MEDIA DEL | 3.07% | ↑ +3.8% | 1,303,181 | $59.78 | 0.78亿 | — | — | — | — |
| 13 | 韦尔度假村（MTN）VAIL RESORTS | 3.03% | ↑ +17.7% | 323,343 | $238.35 | 0.77亿 | — | — | — | — |
| 14 | 哈博斯波特（HUBS）HUBSPOT | 3.03% | ↑ +17.5% | 266,315 | $289.13 | 0.77亿 | — | — | — | — |
| 15 | Take-Two互动（TTWO）TAKE-TWO INTERACTIVE SOFTWAR | 2.97% | ↓ -35.0% | 725,587 | $104.13 | 0.76亿 | — | — | — | — |
| 16 | 比尔控股（BILL）BILL | 2.97% | ↑ +6.2% | 692,368 | $108.96 | 0.75亿 | — | — | — | — |
| 17 | 凯撒娱乐（CZR）CAESARS ENTERTAINMENT NE | 2.44% | ↓ -13.8% | 1,493,069 | $41.60 | 0.62亿 | — | — | — | — |
| 18 | 凯悦酒店（H）HYATT HOTELS | 2.27% | ↓ -48.1% | 638,133 | $90.45 | 0.58亿 | — | — | — | — |
| 19 | 拉斯维加斯金沙集团（LVS）LAS VEGAS SANDS | 2.17% | New | 1,145,413 | $48.07 | 0.55亿 | — | — | — | — |
| 20 | NVIDIA CORP（NVDA）NVIDIA CORP | 2.13% | New | 370,529 | $146.14 | 0.54亿 | — | — | — | — |
| 21 | 昂跑集团（ONON）ON HLDG AG | 2.11% | ↓ -28.3% | 3,123,903 | $17.16 | 0.54亿 | — | — | — | — |
| 22 | DISH网络（DISH）DISH NETWORK | 2.10% | ↓ -9.2% | 3,811,122 | $14.04 | 0.54亿 | — | — | — | — |
| 23 | 普洛科（PCOR）PROCORE TECHNOLOGIES | 1.97% | ↑ +46.5% | 1,060,641 | $47.18 | 0.50亿 | — | — | — | — |
| 24 | 财捷（INTU）INTUIT | 1.90% | New | 123,830 | $389.22 | 0.48亿 | — | — | — | — |
| 25 | 玛凯塔（MQ）MARQETA | 1.68% | ↓ -1.3% | 6,988,353 | $6.11 | 0.43亿 | — | — | — | — |
| 26 | 亚马逊（AMZN）AMAZON | 1.59% | ↓ -82.1% | 482,738 | $84.00 | 0.41亿 | — | — | — | — |
| 27 | 澳特莱斯（TEAM）ATLASSIAN | 1.29% | New | 255,230 | $128.68 | 0.33亿 | — | — | — | — |
| 28 | 桑德控股（SOND）SONDER | 0.99% | — | 20,252,480 | $1.24 | 0.25亿 | — | — | — | — |
| 29 | 桑萨拉（IOT）SAMSARA | 0.74% | ↑ +8.8% | 1,510,436 | $12.43 | 0.19亿 | — | — | — | — |
| 30 | 韦费尔（W）WAYFAIR | 0.36% | ↑ +5.2% | 285,223 | $32.89 | 0.09亿 | — | — | — | — |
| 31 | 催化剂合伙收购公司（CPARU）CATALYST PARTNRS ACQUISITN C | 0.21% | — | 546,328 | $10.05 | 0.05亿 | — | — | — | — |
| 32 | 欧朋科技（OPEN）OPENDOOR TECHNOLOGIES | 0.15% | — | 3,426,887 | $1.16 | 0.04亿 | — | — | — | — |
| 33 | 乔比航空（JOBY）JOBY AVIATION | 0.13% | — | 1,000,000 | $3.35 | 0.03亿 | — | — | — | — |
| 34 | 塔博拉（TBLA）TABOOLA | 0.08% | — | 725,000 | $3.08 | 0.02亿 | — | — | — | — |
| 35 | 标普500ETF总回报基金SPDR S&P 500 ETF TR | 0.00% | Sold Out | 2,775,000 | $357.18 | 9.91亿 | — | — | — | — |
| 36 | 特维利奥（TWLO）TWILIO | 0.00% | Sold Out | 1,241,395 | $69.14 | 0.86亿 | — | — | — | — |
| 37 | 发发奇（FTCHQ）FARFETCH | 0.00% | Sold Out | 10,912,926 | $7.45 | 0.81亿 | — | — | — | — |
| 38 | CrowdStrike控股公司（CRWD）CROWDSTRIKE | 0.00% | Sold Out | 331,316 | $164.81 | 0.55亿 | — | — | — | — |
| 39 | 美国鹰牌（AEO）AMERICAN EAGLE OUTFITTERS IN | 0.00% | Sold Out | 3,778,488 | $9.73 | 0.37亿 | — | — | — | — |
| 40 | 迪洛卡（DLO）DLOCAL | 0.00% | Sold Out | 1,406,952 | $20.52 | 0.29亿 | — | — | — | — |
| 41 | 康弗伦特（CFLT）CONFLUENT | 0.00% | Sold Out | 177,894 | $23.77 | 0.04亿 | — | — | — | — |
| 42 | 星光集团控股（STRYQ）STARRY | 0.00% | Sold Out | 866,667 | $1.49 | 0.01亿 | — | — | — | — |
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