Whale Rock Capital Management

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

Companies in the Whale Rock Capital Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 8.87 177513 961.35
Shopify Inc cl a 8.02 1.32M 116.49
Alibaba Group Holding Ltd Spon 7.13 793542 172.71
Facebook Inc cl a 6.66 749598 170.87
Scientific Games (SGMS) 4.99 2.09M 45.85
NVIDIA Corporation (NVDA) 4.84 521180 178.77
Lam Research Corporation (LRCX) 4.63 480753 185.04
Alphabet Inc Class A cs 4.53 89488 973.72
Lumentum Hldgs 4.49 1.59M 54.35
Netflix (NFLX) 3.87 410262 181.35
Ellie Mae Inc. 3.84 898591 82.13
Asml Holding N.v. 3.48 390995 171.20
Kulicke and Soffa Industries (KLIC) 3.20 2.86M 21.57
Pegasystems (PEGA) 3.09 1.03M 57.65
NetEase (NTES) 2.83 206454 263.81
Tesla Motors (TSLA) 2.78 156672 341.10
Cognex Corporation (CGNX) 2.59 451928 110.28
MercadoLibre (MELI) 2.50 185754 258.93
Square Inc cl a 2.31 1.54M 28.81
Zendesk 2.20 1.45M 29.11
Ringcentral 2.18 1.00M 41.75
Stamps (STMP) 1.48 140407 202.65
Himax Technologies 1.42 2.50M +9900% 10.93
Monolithic Power Systems (MPWR) 1.37 247711 106.55
Instructure 1.32 766423 33.15
Micron Technology (MU) 1.27 619615 39.33
REPCOM cla 1.24 274795 86.78
Blackline 1.23 694270 34.12
Himax Technologies (HIMX) 0.99 1.73M 10.93
Appian Corp cl a 0.36 244457 28.46
Okta Inc cl a 0.14 94745 28.21
Mulesoft Inc cl a 0.10 97465 20.14
Roku Inc 0.07 50000 26.54

Past 13F-HR SEC Filings by Whale Rock Capital Management

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