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 41 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Cl A (META) 8.1 $366M +253% 1.7M 211.94
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NVIDIA Corporation (NVDA) 6.4 $289M +36% 1.0M 277.77
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Netflix (NFLX) 6.3 $285M -8% 824k 345.48
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Microsoft Corporation (MSFT) 5.6 $253M +412% 876k 288.30
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Workday Cl A (WDAY) 5.4 $244M -22% 1.2M 206.54
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Hubspot (HUBS) 4.5 $205M -20% 478k 428.75
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Duolingo Cl A Com (DUOL) 4.1 $188M NEW 1.3M 142.59
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stock (SPLK) 4.0 $182M -24% 1.9M 95.88
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Arista Networks (ANET) 3.9 $179M +87% 1.1M 167.86
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Palo Alto Networks (PANW) 3.9 $178M +76% 889k 199.74
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ON Semiconductor (ON) 3.8 $174M +20% 2.1M 82.32
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Intuit (INTU) 3.5 $158M -22% 355k 445.83
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salesforce (CRM) 3.3 $149M NEW 744k 199.78
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Jabil Circuit (JBL) 3.1 $143M NEW 1.6M 88.16
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Metropcs Communications (TMUS) 2.9 $131M -3% 903k 144.84
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Fortinet (FTNT) 2.8 $127M +417% 1.9M 66.46
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Oracle Corporation (ORCL) 2.7 $121M -46% 1.3M 92.92
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Amazon (AMZN) 2.5 $116M NEW 1.1M 103.29
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Monolithic Power Systems (MPWR) 2.3 $104M +293% 209k 500.54
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Alibaba Group Hldg Sponsored Ads (BABA) 2.3 $103M NEW 1.0M 102.18
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MercadoLibre (MELI) 1.9 $88M NEW 67k 1318.06
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Super Micro Computer (SMCI) 1.9 $84M +41% 792k 106.55
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Pdd Holdings Sponsored Ads (PDD) 1.8 $83M +64% 1.1M 75.90
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Nu Hldgs Ord Shs Cl A (NU) 1.7 $76M -23% 16M 4.76
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Sea Sponsord Ads (SE) 1.4 $65M NEW 751k 86.55
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Okta Cl A (OKTA) 1.3 $58M NEW 667k 86.24
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Pure Storage Cl A (PSTG) 1.2 $54M -49% 2.1M 25.51
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Zscaler Incorporated (ZS) 1.2 $53M NEW 453k 116.83
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Alphabet Cap Stk Cl A (GOOGL) 1.1 $50M -20% 479k 103.73
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Rambus (RMBS) 0.9 $39M NEW 764k 51.26
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Axcelis Technologies Com New (ACLS) 0.7 $34M NEW 251k 133.25
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Mongodb Cl A (MDB) 0.7 $32M -41% 136k 233.12
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Elastic N V Ord Shs (ESTC) 0.5 $25M +115% 431k 57.90
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Kanzhun Sponsored Ads (BZ) 0.5 $24M NEW 1.2M 19.03
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Fabrinet SHS (FN) 0.5 $22M -48% 183k 118.76
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Cyberark Software SHS (CYBR) 0.4 $20M NEW 136k 147.98
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Datadog Cl A Com (DDOG) 0.4 $19M -34% 255k 72.66
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Alteryx Com Cl A (AYX) 0.3 $13M +169% 229k 58.84
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Pagaya Technologies Cl A Shs (PGY) 0.2 $7.7M 7.6M 1.02
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $1.6M -65% 5.1k 320.93
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Bill Com Holdings Ord (BILL) 0.0 $832k NEW 10k 81.14
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Past Filings by Whale Rock Capital Management

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

View all past filings