Whale Rock Capital Management LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$5801.2T
Holdings
41
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 1,736,880 | $498.4T | 8.59% | |
| 2 | MSFTMICROSOFT CORP | 1,287,489 | $438.4T | 7.56% | |
| 3 | NVDANVIDIA CORPORATION | 969,028 | $409.9T | 7.07% | |
| 4 | NFLXNETFLIX INC | 758,567 | $334.1T | 5.76% | |
| 5 | HUBSHUBSPOT INC | 560,551 | $298.3T | 5.14% | |
| 6 | DKNGDRAFTKINGS INC NEW | 8,117,682 | $215.7T | 3.72% | |
| 7 | PANWPALO ALTO NETWORKS INC | 842,769 | $215.3T | 3.71% | |
| 8 | FTNTFORTINET INC | 2,607,518 | $197.1T | 3.40% | |
| 9 | NUNU HLDGS LTD | 24,293,336 | $191.7T | 3.30% | |
| 10 | DUOLDUOLINGO INC | 1,328,760 | $189.9T | 3.27% | |
| 11 | SPLKCHFSPLUNK INC | 1,621,313 | $172.0T | 2.97% | |
| 12 | ONON SEMICONDUCTOR CORP | 1,802,292 | $170.5T | 2.94% | |
| 13 | ORCLORACLE CORP | 1,429,253 | $170.2T | 2.93% | |
| 14 | WDAYWORKDAY INC | 648,710 | $146.5T | 2.53% | |
| 15 | MNDYMONDAY COM LTD | 821,666 | $140.7T | 2.43% | |
| 16 | AMDADVANCED MICRO DEVICES INC | 1,173,592 | $133.7T | 2.30% | |
| 17 | CYBRCYBERARK SOFTWARE LTD | 836,516 | $130.8T | 2.25% | |
| 18 | CRMSALESFORCE INC | 610,614 | $129.0T | 2.22% | |
| 19 | ANETEURARISTA NETWORKS INC | 705,119 | $114.3T | 1.97% | |
| 20 | ZSZSCALER INC | 776,972 | $113.7T | 1.96% | |
| 21 | TOSTTOAST INC | 4,942,583 | $111.6T | 1.92% | |
| 22 | DDOGDATADOG INC | 1,131,999 | $111.4T | 1.92% | |
| 23 | SMCIUSDSUPER MICRO COMPUTER INC | 444,783 | $110.9T | 1.91% | |
| 24 | CFLTCONFLUENT INC | 2,990,484 | $105.6T | 1.82% | |
| 25 | OKTAOKTA INC | 1,428,363 | $99.1T | 1.71% | |
| 26 | JBLJABIL INC | 830,166 | $89.6T | 1.54% | |
| 27 | ACLSAXCELIS TECHNOLOGIES INC | 474,361 | $87.0T | 1.50% | |
| 28 | MLB1MERCADOLIBRE INC | 67,381 | $79.8T | 1.38% | |
| 29 | MPWRMONOLITHIC PWR SYS INC | 131,516 | $71.0T | 1.22% | |
| 30 | PSTGPURE STORAGE INC | 1,697,337 | $62.5T | 1.08% | |
| 31 | AMZNAMAZON COM INC | 465,893 | $60.7T | 1.05% | |
| 32 | PDDPDD HOLDINGS INC | 841,942 | $58.2T | 1.00% | |
| 33 | ADBEADOBE SYSTEMS INCORPORATED | 112,515 | $55.0T | 0.95% | |
| 34 | IOTSAMSARA INC | 1,902,090 | $52.7T | 0.91% | |
| 35 | RMBS*RAMBUS INC DEL | 763,782 | $49.0T | 0.84% | |
| 36 | GOOGLALPHABET INC | 381,406 | $45.7T | 0.79% | |
| 37 | CDNSCADENCE DESIGN SYSTEM INC | 194,299 | $45.6T | 0.79% | |
| 38 | MDBMONGODB INC | 95,390 | $39.2T | 0.68% | |
| 39 | INTUINTUIT | 63,387 | $29.0T | 0.50% | |
| 40 | GLOBGLOBANT S A | 145,778 | $26.2T | 0.45% | |
| 41 | BILLBILL HOLDINGS INC | 10,255 | $1.2T | 0.02% |