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 June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Coupa Software 6.81 3.14M -11% 126.61
Amazon (AMZN) 6.77 208773 +11% 1893.63
Facebook Inc cl a 4.37 1.32M +8% 193.00
Smartsheet 4.17 5.03M +87% 48.40
Shopify Inc cl a 4.00 778056 -34% 300.15
Okta Inc cl a 3.96 1.87M -17% 123.51
Twilio Inc cl a 3.95 1.69M 136.35
Alteryx 3.89 2.08M +175% 109.12
Zendesk 3.57 2.34M 89.03
Marvell Technology Group Ltd 3.51 8.58M NEW 23.87
Wayfair 3.51 1.40M +8% 146.00
Avalara Inc 3.48 2.81M NEW 72.20
Servicenow 3.36 714363 274.57
Paypal Holdings 3.19 1.63M -17% 114.46
Netflix (NFLX) 3.17 503647 -24% 367.32
Mongodb Inc. Class A 3.11 1.20M -49% 152.09
Mimecast 3.04 3.80M +90% 46.71
Ceridian Hcm Hldg Inc 2.89 3.37M -28% 50.20
Analog Devices (ADI) 2.26 1.17M -19% 112.87
Alphabet Inc Class A cs 2.25 121223 1082.80
Microsoft Corporation (MSFT) 2.24 976342 NEW 133.96
Workday Inc cl a 2.02 572963 +52% 205.58
MercadoLibre (MELI) 1.96 186912 +146% 611.77
Carvana Co cl a 1.88 1.76M -13% 62.59
Roku Inc 1.88 1.21M -41% 90.58
Zoom Video Communications In cl a 1.85 1.22M NEW 88.79
Marriott International (MAR) 1.68 700000 140.29
Stoneco Ltd 1.38 2.73M -23% 29.58
Sea Ltd Adr Isin Us81141r1005 adr 1.25 2.19M NEW 33.22
Alibaba Group Holding Ltd Spon 1.01 349008 169.45
Snap Inc cl a 0.99 4.05M +14% 14.30
Monolithic Power Systems (MPWR) 0.93 399714 135.78
Square Inc cl a 0.89 716639 -67% 72.53
Cree (CREE) 0.88 911748 NEW 56.18
Crowdstrike Hldgs Inc cl a 0.83 707272 NEW 68.29
Trade Desk 0.75 193560 -41% 227.78
Kulicke and Soffa Industries (KLIC) 0.62 1.60M NEW 22.55
Pagseguro Digital Ltd-cl A 0.50 753904 -43% 38.97
Slack Technologies Inc 0.48 750000 NEW 37.50
Scientific Games (SGMS) 0.36 1.07M -68% 19.82
Revolve Group Inc cl a 0.13 225574 NEW 34.50
The Realreal Inc 0.10 200000 NEW 28.90
Fastly Inc cl a 0.10 299959 NEW 20.28
Pagerduty Inc 0.02 29983 NEW 47.06

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

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