Whale Rock Capital Management LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$4.5T
Holdings
41
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 1,727,304 | $366.1B | 8.06% | |
| 2 | NVDANVIDIA CORPORATION | 1,041,404 | $289.3B | 6.37% | |
| 3 | NFLXNETFLIX INC | 824,257 | $284.8B | 6.27% | |
| 4 | MSFTMICROSOFT CORP | 875,738 | $252.5B | 5.56% | |
| 5 | WDAYWORKDAY INC | 1,180,820 | $243.9B | 5.37% | |
| 6 | HUBSHUBSPOT INC | 478,222 | $205.0B | 4.52% | |
| 7 | DUOLDUOLINGO INC | 1,320,092 | $188.2B | 4.15% | |
| 8 | SPLKCHFSPLUNK INC | 1,893,423 | $181.5B | 4.00% | |
| 9 | ANETEURARISTA NETWORKS INC | 1,068,547 | $179.4B | 3.95% | |
| 10 | PANWPALO ALTO NETWORKS INC | 888,732 | $177.5B | 3.91% | |
| 11 | ONON SEMICONDUCTOR CORP | 2,116,997 | $174.3B | 3.84% | |
| 12 | INTUINTUIT | 355,289 | $158.4B | 3.49% | |
| 13 | CRMSALESFORCE INC | 743,794 | $148.6B | 3.27% | |
| 14 | JBLJABIL INC | 1,621,621 | $143.0B | 3.15% | |
| 15 | TMUST-MOBILE US INC | 902,818 | $130.8B | 2.88% | |
| 16 | FTNTFORTINET INC | 1,912,868 | $127.1B | 2.80% | |
| 17 | ORCLORACLE CORP | 1,301,804 | $121.0B | 2.66% | |
| 18 | AMZNAMAZON COM INC | 1,120,024 | $115.7B | 2.55% | |
| 19 | MPWRMONOLITHIC PWR SYS INC | 208,472 | $104.3B | 2.30% | |
| 20 | BABAALIBABA GROUP HLDG LTD | 1,011,360 | $103.3B | 2.28% | |
| 21 | MLB1MERCADOLIBRE INC | 66,539 | $87.7B | 1.93% | |
| 22 | SMCIUSDSUPER MICRO COMPUTER INC | 791,466 | $84.3B | 1.86% | |
| 23 | PDDPDD HOLDINGS INC | 1,087,729 | $82.6B | 1.82% | |
| 24 | NUNU HLDGS LTD | 15,965,737 | $76.0B | 1.67% | |
| 25 | SESEA LTD | 750,550 | $65.0B | 1.43% | |
| 26 | OKTAOKTA INC | 667,281 | $57.5B | 1.27% | |
| 27 | PSTGPURE STORAGE INC | 2,109,548 | $53.8B | 1.19% | |
| 28 | ZSZSCALER INC | 453,253 | $53.0B | 1.17% | |
| 29 | GOOGLALPHABET INC | 478,648 | $49.7B | 1.09% | |
| 30 | RMBS*RAMBUS INC DEL | 763,470 | $39.1B | 0.86% | |
| 31 | ACLSAXCELIS TECHNOLOGIES INC | 251,165 | $33.5B | 0.74% | |
| 32 | MDBMONGODB INC | 136,213 | $31.8B | 0.70% | |
| 33 | ESTCELASTIC N V | 430,484 | $24.9B | 0.55% | |
| 34 | BZKANZHUN LIMITED | 1,242,277 | $23.6B | 0.52% | |
| 35 | FNFABRINET | 182,560 | $21.7B | 0.48% | |
| 36 | CYBRCYBERARK SOFTWARE LTD | 136,306 | $20.2B | 0.44% | |
| 37 | DDOGDATADOG INC | 255,327 | $18.6B | 0.41% | |
| 38 | AYXEURALTERYX INC | 228,515 | $13.4B | 0.30% | |
| 39 | PGYPAGAYA TECHNOLOGIES LTD | 7,570,572 | $7.7B | 0.17% | |
| 40 | NDQINVESCO QQQ TR | 5,093 | $1.6B | 0.04% | |
| 41 | BILLBILL HOLDINGS INC | 10,255 | $832.1M | 0.02% |