Whale Rock Capital Management

Whale Rock Capital Management as of Dec. 31, 2018

Portfolio Holdings for Whale Rock Capital Management

Whale Rock Capital Management holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 11.6 $364M 243k 1501.97
Twilio Inc cl a (TWLO) 7.0 $220M 2.5M 89.30
Mongodb Inc. Class A (MDB) 6.4 $200M 2.4M 83.74
Netflix (NFLX) 5.5 $174M 649k 267.66
Square Inc cl a (SQ) 5.0 $157M 2.8M 56.09
salesforce (CRM) 4.9 $154M 1.1M 136.97
Facebook Inc cl a (META) 4.8 $151M 1.2M 131.09
Shopify Inc cl a (SHOP) 4.7 $148M 1.1M 138.45
Coupa Software 4.4 $139M 2.2M 62.86
Ceridian Hcm Hldg (CDAY) 4.3 $136M 3.9M 34.49
Ringcentral (RNG) 4.0 $126M 1.5M 82.44
Zendesk 4.0 $125M 2.1M 58.37
Okta Inc cl a (OKTA) 3.8 $120M 1.9M 63.80
Microsoft Corporation (MSFT) 3.6 $114M 1.1M 101.57
Alphabet Inc Class A cs (GOOGL) 3.3 $104M 99k 1044.96
Alibaba Group Holding (BABA) 3.3 $103M 753k 137.07
NVIDIA Corporation (NVDA) 3.0 $94M 703k 133.50
Smartsheet (SMAR) 2.1 $67M 2.7M 24.86
Adobe Systems Incorporated (ADBE) 2.0 $63M 279k 226.24
Jd (JD) 1.9 $61M 2.9M 20.93
Scientific Games (LNW) 1.9 $61M 3.4M 17.88
Mimecast 1.7 $55M 1.6M 33.63
Pluralsight Inc Cl A 1.5 $48M 2.0M 23.55
Monolithic Power Systems (MPWR) 1.5 $47M 400k 116.25
Wayfair (W) 1.0 $32M 357k 90.08
Carvana Co cl a (CVNA) 1.0 $32M 981k 32.71
Workday Inc cl a (WDAY) 0.9 $30M 188k 159.68
Alteryx (AYX) 0.5 $17M 282k 59.47