Whale Rock Capital Management LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$6.7B
Holdings
33
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 821,936 | $742.7T | 11036747.70% | |
| 2 | AMZNAMAZON COM INC | 3,638,560 | $656.3T | 9753579.75% | |
| 3 | METAMETA PLATFORMS INC | 1,289,164 | $626.0T | 9302829.80% | |
| 4 | MSFTMICROSOFT CORP | 1,266,838 | $533.0T | 7920641.47% | |
| 5 | NUNU HLDGS LTD | 25,004,827 | $298.3T | 4433129.45% | |
| 6 | CRMSALESFORCE INC | 950,736 | $286.3T | 4255319.59% | |
| 7 | DUOLDUOLINGO INC | 1,275,189 | $281.3T | 4180101.30% | |
| 8 | DKNGDRAFTKINGS INC NEW | 6,178,836 | $280.6T | 4169694.97% | |
| 9 | OKTAOKTA INC | 2,275,743 | $238.1T | 3538213.60% | |
| 10 | HUBSHUBSPOT INC | 356,270 | $223.2T | 3317325.10% | |
| 11 | APPAPPLOVIN CORP | 2,818,974 | $195.1T | 2899804.91% | |
| 12 | MRVLMARVELL TECHNOLOGY INC | 2,561,493 | $181.6T | 2698130.79% | |
| 13 | TOSTTOAST INC | 7,187,434 | $179.1T | 2661754.66% | |
| 14 | CLSEURCELESTICA INC | 3,774,912 | $169.6T | 2521076.45% | |
| 15 | EXPEEXPEDIA GROUP INC | 1,194,326 | $164.5T | 2444897.25% | |
| 16 | GWREGUIDEWIRE SOFTWARE INC | 1,270,870 | $148.3T | 2204221.90% | |
| 17 | PDDPDD HOLDINGS INC | 1,238,584 | $144.0T | 2139757.43% | |
| 18 | JBLJABIL INC | 967,518 | $129.6T | 1925962.77% | |
| 19 | MUMICRON TECHNOLOGY INC | 1,058,492 | $124.8T | 1854430.94% | |
| 20 | COHRCOHERENT CORP | 2,041,374 | $123.7T | 1839012.27% | |
| 21 | HCPHASHICORP INC | 4,565,728 | $123.0T | 1828584.03% | |
| 22 | MLB1MERCADOLIBRE INC | 80,879 | $122.3T | 1817281.44% | |
| 23 | CYBRCYBERARK SOFTWARE LTD | 459,828 | $122.1T | 1815175.63% | |
| 24 | FNFABRINET | 620,879 | $117.4T | 1744057.69% | |
| 25 | ESTCELASTIC N V | 1,147,224 | $115.0T | 1708973.78% | |
| 26 | MNDYMONDAY COM LTD | 431,365 | $97.4T | 1447936.69% | |
| 27 | PANWPALO ALTO NETWORKS INC | 319,888 | $90.9T | 1350707.01% | |
| 28 | CDNSCADENCE DESIGN SYSTEM INC | 213,297 | $66.4T | 986693.07% | |
| 29 | WDAYWORKDAY INC | 230,974 | $63.0T | 936211.50% | |
| 30 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 236,418 | $32.2T | 477997.03% | |
| 31 | MDBMONGODB INC | 55,485 | $19.9T | 295719.81% | |
| 32 | AAOIAPPLIED OPTOELECTRONICS INC | 1,333,957 | $18.5T | 274758.52% | |
| 33 | KVYOKLAVIYO INC | 579,113 | $14.8T | 219284.96% |