Whale Rock Capital Management

Latest statistics and disclosures from Whale Rock Capital Management's latest quarterly 13F-HR filing:

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Positions held by Whale Rock Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Whale Rock Capital Management

Whale Rock Capital Management holds 34 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 11.0 $370M +6% 1.4M 256.83
Monolithic Power Systems (MPWR) 8.3 $280M -4% 729k 384.04
Intuit (INTU) 7.8 $264M +307% 685k 385.44
stock (SPLK) 7.2 $243M +68% 2.7M 88.46
Amazon (AMZN) 6.2 $209M +647% 2.0M 106.21
Oracle Corporation (ORCL) 4.3 $146M -35% 2.1M 69.87
Palo Alto Networks (PANW) 3.9 $133M -36% 269k 493.94
Pure Storage Cl A (PSTG) 3.9 $131M -5% 5.1M 25.71
Mongodb Cl A (MDB) 3.9 $131M +2% 504k 259.50
Crowdstrike Hldgs Cl A (CRWD) 3.7 $125M -59% 740k 168.56
Juniper Networks (JNPR) 3.6 $121M -28% 4.2M 28.50
Check Point Software Tech Lt Ord (CHKP) 3.2 $107M -41% 882k 121.78
Metropcs Communications (TMUS) 2.8 $96M NEW 711k 134.54
Nu Hldgs Ord Shs Cl A (NU) 2.8 $94M 25M 3.74
Ke Hldgs Sponsored Ads (BEKE) 2.7 $93M NEW 5.2M 17.95
Hubspot (HUBS) 2.7 $91M +20% 304k 300.65
Lumentum Hldgs (LITE) 2.0 $69M NEW 863k 79.42
salesforce (CRM) 1.8 $62M NEW 373k 165.04
International Business Machines (IBM) 1.8 $60M NEW 423k 141.19
Workday Cl A (WDAY) 1.7 $56M -59% 403k 139.58
Datadog Cl A Com (DDOG) 1.7 $56M -66% 587k 95.24
Ii-vi 1.6 $53M -40% 1.0M 50.95
Pagaya Technologies Cl A Shs (PGY) 1.4 $49M NEW 12M 4.18
Zscaler Incorporated (ZS) 1.4 $48M NEW 319k 149.51
Broadcom (AVGO) 1.4 $47M -49% 97k 485.81
Alphabet Cap Stk Cl A (GOOGL) 1.2 $41M -89% 19k 2179.25
Kanzhun Sponsored Ads (BZ) 1.2 $39M NEW 1.5M 26.28
Marvell Technology (MRVL) 1.1 $36M -78% 819k 43.53
Five9 (FIVN) 0.9 $31M -81% 335k 91.14
Procore Technologies (PCOR) 0.8 $27M NEW 592k 45.39
Elastic N V Ord Shs (ESTC) 0.6 $19M NEW 276k 67.67
Toast Cl A (TOST) 0.5 $18M +7% 1.4M 12.94
Hashicorp Com Cl A (HCP) 0.5 $17M +71% 576k 29.44
Amplitude Com Cl A (AMPL) 0.3 $8.6M +859% 605k 14.29

Past Filings by Whale Rock Capital Management

SEC 13F filings are viewable for Whale Rock Capital Management going back to 2010

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