Whale Rock Capital Management LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$11.8B
Holdings
49
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 1,032,528 | $1.1T | 9221.88% | |
| 2 | GOOGLALPHABET INC | 326,649 | $946.3B | 7997.77% | |
| 3 | BILLBILL COM HLDGS INC | 3,449,256 | $859.4B | 7263.05% | |
| 4 | SHOPSHOPIFY INC | 475,567 | $655.0B | 5536.07% | |
| 5 | CRWDCROWDSTRIKE HLDGS INC | 3,057,196 | $626.0B | 5290.30% | |
| 6 | AMZNAMAZON COM INC | 185,417 | $618.2B | 5225.07% | |
| 7 | METAMETA PLATFORMS INC | 1,738,284 | $584.7B | 4941.35% | |
| 8 | CVNACARVANA CO | 2,347,595 | $544.1B | 4598.87% | |
| 9 | MSFTMICROSOFT CORP | 1,514,935 | $509.5B | 4306.06% | |
| 10 | HUBSHUBSPOT INC | 580,772 | $382.8B | 3235.36% | |
| 11 | MNDYMONDAY COM LTD | 1,207,542 | $372.8B | 3150.65% | |
| 12 | MDBMONGODB INC | 672,054 | $355.8B | 3006.63% | |
| 13 | DASHDOORDASH INC | 2,372,814 | $353.3B | 2986.01% | |
| 14 | FIVNFIVE9 INC | 2,447,002 | $336.0B | 2839.88% | |
| 15 | AMDADVANCED MICRO DEVICES INC | 2,097,604 | $301.8B | 2551.04% | |
| 16 | DOCSDOXIMITY INC | 5,631,376 | $282.3B | 2385.86% | |
| 17 | DOCNDIGITALOCEAN HLDGS INC | 3,398,517 | $273.0B | 2307.28% | |
| 18 | NUNU HLDGS LTD | 27,204,417 | $255.2B | 2156.62% | |
| 19 | NVDANVIDIA CORPORATION | 740,370 | $217.8B | 1840.31% | |
| 20 | CFLTCONFLUENT INC | 2,826,020 | $215.5B | 1820.92% | |
| 21 | ENVXENOVIX CORPORATION | 7,167,885 | $195.5B | 1652.60% | |
| 22 | CALXCALIX INC | 2,229,684 | $178.3B | 1506.97% | |
| 23 | MLB1MERCADOLIBRE INC | 116,128 | $156.6B | 1323.39% | |
| 24 | NETCLOUDFLARE INC | 1,130,399 | $148.6B | 1256.29% | |
| 25 | WWAYFAIR INC | 760,720 | $144.5B | 1221.36% | |
| 26 | ZEN1EURZENDESK INC | 1,122,209 | $117.0B | 989.12% | |
| 27 | FLYWFLYWIRE CORPORATION | 3,029,978 | $115.3B | 974.63% | |
| 28 | SESEA LTD | 486,748 | $108.9B | 920.28% | |
| 29 | CCCCCC INTELLIGENT SOLUTIONS HL | 9,380,788 | $106.8B | 903.02% | |
| 30 | XYZBLOCK INC | 640,849 | $103.5B | 874.76% | |
| 31 | TWKSEURTHOUGHTWORKS HOLDING INC | 3,725,841 | $99.9B | 844.22% | |
| 32 | GLBEGLOBAL E ONLINE LTD | 1,379,935 | $87.5B | 739.29% | |
| 33 | COUPEURCOUPA SOFTWARE INC | 499,838 | $79.0B | 667.66% | |
| 34 | —DUCK CREEK TECHNOLOGIES INC | 2,233,449 | $67.2B | 568.35% | |
| 35 | OKTAOKTA INC | 233,018 | $52.2B | 441.47% | |
| 36 | PATHUIPATH INC | 1,122,665 | $48.4B | 409.23% | |
| 37 | RIVNRIVIAN AUTOMOTIVE INC | 343,889 | $35.7B | 301.36% | |
| 38 | HOODROBINHOOD MKTS INC | 1,935,483 | $34.4B | 290.51% | |
| 39 | HCPHASHICORP INC | 341,720 | $31.1B | 262.93% | |
| 40 | KNBEKNOWBE4 INC | 1,250,113 | $28.7B | 242.37% | |
| 41 | NDQINVESCO QQQ TR | 52,448 | $20.9B | 176.35% | |
| 42 | PCORPROCORE TECHNOLOGIES INC | 249,948 | $20.0B | 168.93% | |
| 43 | BRZEBRAZE INC | 200,000 | $15.4B | 130.42% | |
| 44 | GTLBGITLAB INC | 152,513 | $13.3B | 112.14% | |
| 45 | —MELI KASZEK PIONEER CORP | 1,000,194 | $11.6B | 97.72% | |
| 46 | —CATALYST PARTNRS ACQUISITN C | 999,964 | $10.0B | 84.60% | |
| 47 | TOSTTOAST INC | 286,592 | $9.9B | 84.08% | |
| 48 | XMTRXOMETRY INC | 134,974 | $6.9B | 58.46% | |
| 49 | TASKTASKUS INC | 80,038 | $4.3B | 36.50% |