Whale Rock Capital Management

Whale Rock Capital Management as of March 31, 2019

Portfolio Holdings for Whale Rock Capital Management

Whale Rock Capital Management holds 39 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mongodb Inc. Class A (MDB) 6.3 $351M 2.4M 147.02
Amazon (AMZN) 6.0 $334M 187k 1780.75
Coupa Software 5.8 $322M 3.5M 90.98
Shopify Inc cl a (SHOP) 4.4 $245M 1.2M 206.62
Ceridian Hcm Hldg (CDAY) 4.4 $242M 4.7M 51.30
Netflix (NFLX) 4.3 $239M 669k 356.56
Twilio Inc cl a (TWLO) 3.9 $219M 1.7M 129.18
Paypal Holdings (PYPL) 3.7 $206M 2.0M 103.84
Facebook Inc cl a (META) 3.7 $204M 1.2M 166.69
Zendesk 3.6 $199M 2.3M 85.00
Wayfair (W) 3.5 $192M 1.3M 148.45
Okta Inc cl a (OKTA) 3.4 $188M 2.3M 82.73
Intuit (INTU) 3.2 $179M 683k 261.41
Servicenow (NOW) 3.2 $176M 715k 246.49
Square Inc cl a (SQ) 3.0 $168M 2.2M 74.92
Xilinx 2.9 $162M 1.3M 126.79
Analog Devices (ADI) 2.8 $153M 1.5M 105.27
Stoneco (STNE) 2.6 $147M 3.6M 41.11
Alphabet Inc Class A cs (GOOGL) 2.6 $143M 121k 1176.89
salesforce (CRM) 2.5 $139M 876k 158.37
Ringcentral (RNG) 2.5 $137M 1.3M 107.80
Roku (ROKU) 2.4 $134M 2.1M 64.51
Carvana Co cl a (CVNA) 2.1 $118M 2.0M 58.06
Smartsheet (SMAR) 2.0 $110M 2.7M 40.79
Mimecast 1.7 $94M 2.0M 47.35
Marriott International (MAR) 1.6 $88M 700k 125.09
Farfetch Ltd ord sh cl a 1.4 $80M 3.0M 26.91
Workday Inc cl a (WDAY) 1.3 $72M 376k 192.85
Scientific Games (LNW) 1.3 $70M 3.4M 20.42
Trade Desk (TTD) 1.2 $65M 329k 197.95
Pluralsight Inc Cl A 1.2 $65M 2.0M 31.74
Alibaba Group Holding (BABA) 1.1 $64M 349k 182.45
Alteryx (AYX) 1.1 $63M 757k 83.87
Monolithic Power Systems (MPWR) 1.0 $54M 400k 135.49
Pagseguro Digital Ltd-cl A (PAGS) 0.7 $40M 1.3M 29.85
Snap Inc cl a (SNAP) 0.7 $39M 3.6M 11.02
MercadoLibre (MELI) 0.7 $39M 76k 507.73
Arco Platform Cl A Ord 0.1 $5.9M 184k 32.29
Lyft (LYFT) 0.1 $5.5M 70k 78.29