Whale Rock Capital Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$7.2B
Holdings
42
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CLSCELESTICA INC | 4,639,115 | $724.2B | 10046.45% | |
| 2 | NVDANVIDIA CORPORATION | 3,591,319 | $567.4B | 7871.01% | |
| 3 | METAMETA PLATFORMS INC | 621,984 | $459.1B | 6368.48% | |
| 4 | AVGOBROADCOM INC | 1,637,124 | $451.3B | 6260.18% | |
| 5 | APPAPPLOVIN CORP | 1,224,524 | $428.7B | 5946.78% | |
| 6 | RBLXROBLOX CORP | 3,432,031 | $361.0B | 5008.57% | |
| 7 | AMZNAMAZON COM INC | 1,592,989 | $349.5B | 4848.16% | |
| 8 | NFLXNETFLIX INC | 253,209 | $339.1B | 4703.80% | |
| 9 | NUNU HLDGS LTD | 17,840,345 | $244.8B | 3395.50% | |
| 10 | DKNGDRAFTKINGS INC NEW | 5,339,131 | $229.0B | 3176.68% | |
| 11 | SESEA LTD | 1,409,496 | $225.4B | 3127.29% | |
| 12 | DUOLDUOLINGO INC | 488,779 | $200.4B | 2780.13% | |
| 13 | CVNACARVANA CO | 582,811 | $196.4B | 2724.29% | |
| 14 | FNFABRINET | 634,182 | $186.9B | 2592.46% | |
| 15 | SMTCSEMTECH CORP | 3,991,848 | $180.2B | 2499.67% | |
| 16 | MLB1MERCADOLIBRE INC | 62,562 | $163.5B | 2268.31% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 605,847 | $137.2B | 1903.53% | |
| 18 | KVYOKLAVIYO INC | 3,684,445 | $123.7B | 1716.33% | |
| 19 | CPNGCOUPANG INC | 3,557,564 | $106.6B | 1478.57% | |
| 20 | MNDYMONDAY COM LTD | 329,280 | $103.6B | 1436.50% | |
| 21 | TTMITTM TECHNOLOGIES INC | 2,423,595 | $98.9B | 1372.40% | |
| 22 | GLWCORNING INC | 1,875,306 | $98.6B | 1368.11% | |
| 23 | PIIMPINJ INC | 886,098 | $98.4B | 1365.29% | |
| 24 | MSFTMICROSOFT CORP | 195,680 | $97.3B | 1350.23% | |
| 25 | COHRCOHERENT CORP | 1,008,185 | $89.9B | 1247.67% | |
| 26 | AFRMAFFIRM HLDGS INC | 1,275,022 | $88.2B | 1222.91% | |
| 27 | MDBMONGODB INC | 419,563 | $88.1B | 1222.20% | |
| 28 | SITMSITIME CORP | 402,805 | $85.8B | 1190.65% | |
| 29 | VRTVERTIV HOLDINGS CO | 656,977 | $84.4B | 1170.30% | |
| 30 | HUBSHUBSPOT INC | 149,246 | $83.1B | 1152.43% | |
| 31 | FROGJFROG LTD | 1,713,706 | $75.2B | 1043.16% | |
| 32 | INTUINTUIT | 87,168 | $68.7B | 952.42% | |
| 33 | CIENCIENA CORP | 835,848 | $68.0B | 943.03% | |
| 34 | BEBLOOM ENERGY CORP | 2,030,449 | $48.6B | 673.75% | |
| 35 | CHYMCHIME FINL INC | 1,398,466 | $48.3B | 669.49% | |
| 36 | OKTAOKTA INC | 434,854 | $43.5B | 603.06% | |
| 37 | HPEHEWLETT PACKARD ENTERPRISE C | 1,908,017 | $39.0B | 541.28% | |
| 38 | SLABSILICON LABORATORIES INC | 248,282 | $36.6B | 507.54% | |
| 39 | ENQENTEGRIS INC | 420,128 | $33.9B | 470.04% | |
| 40 | SMCISUPER MICRO COMPUTER INC | 556,519 | $27.3B | 378.37% | |
| 41 | ALKTALKAMI TECHNOLOGY INC | 665,945 | $20.1B | 278.44% | |
| 42 | HNGEHINGE HEALTH INC | 173,544 | $9.0B | 124.59% |