Whale Rock Capital Management LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$3.0T
Holdings
39
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 899,506 | $265.2B | 8.92% | |
| 2 | WDAYWORKDAY INC | 1,519,464 | $254.3B | 8.55% | |
| 3 | SPLKCHFSPLUNK INC | 2,524,488 | $217.3B | 7.31% | |
| 4 | ORCLORACLE CORP | 2,451,031 | $200.3B | 6.73% | |
| 5 | INTUINTUIT | 459,037 | $178.7B | 6.01% | |
| 6 | HUBSHUBSPOT INC | 601,588 | $173.9B | 5.85% | |
| 7 | TMUST-MOBILE US INC | 932,111 | $130.5B | 4.39% | |
| 8 | JNPJUNIPER NETWORKS INC | 3,930,116 | $125.6B | 4.22% | |
| 9 | VVISA INC | 561,473 | $116.7B | 3.92% | |
| 10 | PSTGPURE STORAGE INC | 4,199,096 | $112.4B | 3.78% | |
| 11 | NVDANVIDIA CORPORATION | 764,119 | $111.7B | 3.75% | |
| 12 | ONON SEMICONDUCTOR CORP | 1,759,488 | $109.7B | 3.69% | |
| 13 | NUNU HLDGS LTD | 20,756,496 | $84.5B | 2.84% | |
| 14 | PANWPALO ALTO NETWORKS INC | 502,981 | $70.2B | 2.36% | |
| 15 | ANETEURARISTA NETWORKS INC | 570,578 | $69.2B | 2.33% | |
| 16 | METAMETA PLATFORMS INC | 488,324 | $58.8B | 1.98% | |
| 17 | NOWSERVICENOW INC | 149,139 | $57.9B | 1.95% | |
| 18 | PDDPINDUODUO INC | 661,858 | $54.0B | 1.81% | |
| 19 | GOOGLALPHABET INC | 600,296 | $53.0B | 1.78% | |
| 20 | LRCXEURLAM RESEARCH CORP | 120,689 | $50.7B | 1.71% | |
| 21 | TOSTTOAST INC | 2,796,035 | $50.4B | 1.69% | |
| 22 | SMCIUSDSUPER MICRO COMPUTER INC | 558,640 | $45.9B | 1.54% | |
| 23 | MDBMONGODB INC | 232,879 | $45.8B | 1.54% | |
| 24 | FNFABRINET | 355,218 | $45.5B | 1.53% | |
| 25 | MSFTMICROSOFT CORP | 170,944 | $41.0B | 1.38% | |
| 26 | MNDYMONDAY COM LTD | 308,475 | $37.6B | 1.27% | |
| 27 | TEAMATLASSIAN CORPORATION | 252,541 | $32.5B | 1.09% | |
| 28 | AMDADVANCED MICRO DEVICES INC | 493,193 | $31.9B | 1.07% | |
| 29 | DDOGDATADOG INC | 389,972 | $28.7B | 0.96% | |
| 30 | XYZBLOCK INC | 389,188 | $24.5B | 0.82% | |
| 31 | MPWRMONOLITHIC PWR SYS INC | 52,917 | $18.7B | 0.63% | |
| 32 | FTNTFORTINET INC | 369,917 | $18.1B | 0.61% | |
| 33 | HCPHASHICORP INC | 454,475 | $12.4B | 0.42% | |
| 34 | FROGJFROG LTD | 556,019 | $11.9B | 0.40% | |
| 35 | ESTCELASTIC N V | 199,979 | $10.3B | 0.35% | |
| 36 | PGYPAGAYA TECHNOLOGIES LTD | 7,570,572 | $9.4B | 0.32% | |
| 37 | CRWDCROWDSTRIKE HLDGS INC | 72,329 | $7.6B | 0.26% | |
| 38 | AYXEURALTERYX INC | 84,851 | $4.3B | 0.14% | |
| 39 | NDQINVESCO QQQ TR | 14,749 | $3.9B | 0.13% |