Whale Rock Capital Management LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$15.0B
Holdings
52
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 1,646,391 | $1.2T | 7731.39% | |
| 2 | CRWDCROWDSTRIKE HLDGS INC | 3,556,533 | $753.3B | 5013.22% | |
| 3 | PTONPELOTON INTERACTIVE INC | 4,313,148 | $654.4B | 4354.72% | |
| 4 | XYZSQUARE INC | 2,788,458 | $606.9B | 4038.55% | |
| 5 | FIVNFIVE9 INC | 3,203,530 | $558.7B | 3717.91% | |
| 6 | DISDISNEY WALT CO | 2,994,093 | $542.5B | 3609.93% | |
| 7 | AMZNAMAZON COM INC | 159,617 | $519.9B | 3459.48% | |
| 8 | SHOPSHOPIFY INC | 448,959 | $508.2B | 3381.87% | |
| 9 | MLB1MERCADOLIBRE INC | 292,883 | $490.6B | 3265.04% | |
| 10 | MDBMONGODB INC | 1,362,883 | $489.3B | 3256.30% | |
| 11 | PINSPINTEREST INC | 7,368,392 | $485.6B | 3231.33% | |
| 12 | BILLBILL COM HLDGS INC | 3,512,916 | $479.5B | 3190.98% | |
| 13 | PENNPENN NATL GAMING INC | 5,487,782 | $474.0B | 3154.16% | |
| 14 | SESEA LTD | 2,330,423 | $463.9B | 3086.88% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,037,517 | $440.3B | 2929.70% | |
| 16 | —CREE INC | 4,076,838 | $431.7B | 2873.04% | |
| 17 | NXPINXP SEMICONDUCTORS N V | 2,706,573 | $430.4B | 2863.96% | |
| 18 | DDOGDATADOG INC | 3,883,470 | $382.3B | 2543.99% | |
| 19 | MTCHMATCH GROUP INC NEW | 2,452,051 | $370.7B | 2467.04% | |
| 20 | FSLYFASTLY INC | 4,121,426 | $360.1B | 2396.25% | |
| 21 | ZMZOOM VIDEO COMMUNICATIONS IN | 1,049,062 | $353.9B | 2354.87% | |
| 22 | UBERUBER TECHNOLOGIES INC | 6,695,827 | $341.5B | 2272.47% | |
| 23 | CVNACARVANA CO | 1,353,292 | $324.2B | 2157.21% | |
| 24 | ZSZSCALER INC | 1,477,851 | $295.1B | 1964.06% | |
| 25 | CRUSCIRRUS LOGIC INC | 3,005,710 | $247.1B | 1644.15% | |
| 26 | SMARGBPSMARTSHEET INC | 3,021,318 | $209.3B | 1393.12% | |
| 27 | COUPEURCOUPA SOFTWARE INC | 582,426 | $197.4B | 1313.56% | |
| 28 | EXPEEXPEDIA GROUP INC | 1,454,232 | $192.5B | 1281.28% | |
| 29 | FTCHQFARFETCH LTD | 2,860,129 | $182.5B | 1214.50% | |
| 30 | BEKEKE HLDGS INC | 2,668,856 | $164.2B | 1092.96% | |
| 31 | NVDANVIDIA CORPORATION | 303,489 | $158.5B | 1054.64% | |
| 32 | TRIPTRIPADVISOR INC | 5,397,454 | $155.3B | 1033.72% | |
| 33 | BILIBILIBILI INC | 1,723,669 | $147.8B | 983.24% | |
| 34 | ZEN1EURZENDESK INC | 1,003,967 | $143.7B | 956.19% | |
| 35 | JDJD.COM INC | 1,535,004 | $134.9B | 897.89% | |
| 36 | TWLOTWILIO INC | 386,804 | $130.9B | 871.31% | |
| 37 | EGHT8X8 INC NEW | 3,780,928 | $130.3B | 867.29% | |
| 38 | PDDPINDUODUO INC | 720,318 | $128.0B | 851.65% | |
| 39 | OKTAOKTA INC | 495,193 | $125.9B | 837.87% | |
| 40 | SNAPSNAP INC | 2,373,004 | $118.8B | 790.68% | |
| 41 | —DUCK CREEK TECHNOLOGIES INC | 2,247,629 | $97.3B | 647.64% | |
| 42 | MPWRMONOLITHIC PWR SYS INC | 265,236 | $97.1B | 646.41% | |
| 43 | SNOWSNOWFLAKE INC | 300,000 | $84.4B | 561.78% | |
| 44 | DASHDOORDASH INC | 508,130 | $72.5B | 482.70% | |
| 45 | ABNBAIRBNB INC | 304,190 | $44.7B | 297.16% | |
| 46 | NETCLOUDFLARE INC | 567,978 | $43.2B | 287.22% | |
| 47 | ROOTGBPROOT INC | 1,851,852 | $29.1B | 193.60% | |
| 48 | AIC3 AI INC | 173,448 | $24.1B | 160.15% | |
| 49 | UUNITY SOFTWARE INC | 150,000 | $23.0B | 153.20% | |
| 50 | METAFACEBOOK INC | 53,465 | $14.6B | 97.18% | |
| 51 | OZONOZON HLDGS PLC | 249,980 | $10.4B | 68.89% | |
| 52 | —YATSEN HLDG LTD | 49,996 | $850.0M | 5.66% |