Whale Rock Capital Management LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$5.0T
Holdings
40
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,372,582 | $433.4B | 8.75% | |
| 2 | METAMETA PLATFORMS INC | 1,286,719 | $386.3B | 7.80% | |
| 3 | NVDANVIDIA CORPORATION | 777,523 | $338.2B | 6.83% | |
| 4 | SPLKCHFSPLUNK INC | 1,767,057 | $258.4B | 5.22% | |
| 5 | DKNGDRAFTKINGS INC NEW | 8,324,069 | $245.1B | 4.95% | |
| 6 | HUBSHUBSPOT INC | 493,217 | $242.9B | 4.90% | |
| 7 | GOOGLALPHABET INC | 1,579,841 | $206.7B | 4.17% | |
| 8 | NUNU HLDGS LTD | 25,058,199 | $181.7B | 3.67% | |
| 9 | DUOLDUOLINGO INC | 1,085,078 | $180.0B | 3.63% | |
| 10 | ONON SEMICONDUCTOR CORP | 1,869,282 | $173.7B | 3.51% | |
| 11 | PDDPDD HOLDINGS INC | 1,670,900 | $163.9B | 3.31% | |
| 12 | ORCLORACLE CORP | 1,378,284 | $146.0B | 2.95% | |
| 13 | PANWPALO ALTO NETWORKS INC | 611,026 | $143.2B | 2.89% | |
| 14 | WDAYWORKDAY INC | 661,858 | $142.2B | 2.87% | |
| 15 | JBLJABIL INC | 1,074,928 | $136.4B | 2.75% | |
| 16 | FTNTFORTINET INC | 2,301,531 | $135.1B | 2.73% | |
| 17 | DDOGDATADOG INC | 1,397,994 | $127.3B | 2.57% | |
| 18 | CRMSALESFORCE INC | 572,086 | $116.0B | 2.34% | |
| 19 | SMCIUSDSUPER MICRO COMPUTER INC | 393,900 | $108.0B | 2.18% | |
| 20 | RMBS*RAMBUS INC DEL | 1,885,137 | $105.2B | 2.12% | |
| 21 | ESTCELASTIC N V | 1,214,723 | $98.7B | 1.99% | |
| 22 | ZSZSCALER INC | 596,951 | $92.9B | 1.88% | |
| 23 | CYBRCYBERARK SOFTWARE LTD | 522,246 | $85.5B | 1.73% | |
| 24 | ACLSAXCELIS TECHNOLOGIES INC | 517,062 | $84.3B | 1.70% | |
| 25 | MLB1MERCADOLIBRE INC | 59,685 | $75.7B | 1.53% | |
| 26 | IOTSAMSARA INC | 2,881,793 | $72.7B | 1.47% | |
| 27 | TOSTTOAST INC | 3,683,886 | $69.0B | 1.39% | |
| 28 | CDNSCADENCE DESIGN SYSTEM INC | 211,738 | $49.6B | 1.00% | |
| 29 | AKAMAKAMAI TECHNOLOGIES INC | 463,930 | $49.4B | 1.00% | |
| 30 | FNFABRINET | 271,876 | $45.3B | 0.91% | |
| 31 | CPNGCOUPANG INC | 2,554,134 | $43.4B | 0.88% | |
| 32 | CAMTCAMTEK LTD | 679,156 | $42.3B | 0.85% | |
| 33 | MDBMONGODB INC | 103,965 | $36.0B | 0.73% | |
| 34 | CLSEURCELESTICA INC | 1,384,289 | $33.9B | 0.69% | |
| 35 | OKTAOKTA INC | 356,499 | $29.1B | 0.59% | |
| 36 | ONTOONTO INNOVATION INC | 180,162 | $23.0B | 0.46% | |
| 37 | SPHRSPHERE ENTERTAINMENT CO | 441,135 | $16.4B | 0.33% | |
| 38 | MQMARQETA INC | 2,692,261 | $16.1B | 0.33% | |
| 39 | NVMINOVA LTD | 96,473 | $10.8B | 0.22% | |
| 40 | KVYOKLAVIYO INC | 250,000 | $8.6B | 0.17% |