Whale Rock Capital Management as of March 31, 2022
Portfolio Holdings for Whale Rock Capital Management
Whale Rock Capital Management holds 49 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 10.6 | $858M | 263k | 3259.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $510M | 183k | 2781.35 | |
| Crowdstrike Hldgs Cl A (CRWD) | 5.2 | $418M | 1.8M | 227.08 | |
| Microsoft Corporation (MSFT) | 5.1 | $415M | 1.3M | 308.31 | |
| Monolithic Power Systems (MPWR) | 4.6 | $369M | 760k | 485.68 | |
| Arista Networks (ANET) | 3.9 | $317M | 2.3M | 138.98 | |
| Marvell Technology (MRVL) | 3.4 | $275M | 3.8M | 71.71 | |
| Oracle Corporation (ORCL) | 3.3 | $270M | 3.3M | 82.73 | |
| Datadog Cl A Com (DDOG) | 3.3 | $266M | 1.8M | 151.47 | |
| Palo Alto Networks (PANW) | 3.3 | $265M | 426k | 622.51 | |
| Tesla Motors (TSLA) | 3.3 | $263M | 244k | 1077.60 | |
| stock | 3.0 | $242M | 1.6M | 148.61 | |
| Workday Cl A (WDAY) | 3.0 | $240M | 1.0M | 239.46 | |
| Juniper Networks (JNPR) | 2.7 | $222M | 6.0M | 37.16 | |
| Mongodb Cl A (MDB) | 2.7 | $219M | 494k | 443.59 | |
| Shopify Cl A (SHOP) | 2.7 | $215M | 318k | 675.96 | |
| Check Point Software Tech Lt Ord (CHKP) | 2.6 | $210M | 1.5M | 138.26 | |
| Bill Com Holdings Ord (BILL) | 2.5 | $201M | 884k | 226.79 | |
| Five9 (FIVN) | 2.5 | $199M | 1.8M | 110.40 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.4 | $193M | 25M | 7.72 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.4 | $192M | 287k | 667.93 | |
| Pure Storage Cl A (PSTG) | 2.4 | $191M | 5.4M | 35.31 | |
| Ii-vi | 1.6 | $127M | 1.8M | 72.49 | |
| Broadcom (AVGO) | 1.5 | $121M | 191k | 629.68 | |
| Hubspot (HUBS) | 1.5 | $120M | 252k | 474.94 | |
| NVIDIA Corporation (NVDA) | 1.2 | $94M | 345k | 272.86 | |
| Flywire Corporation Com Vtg (FLYW) | 1.1 | $87M | 2.9M | 30.58 | |
| Advanced Micro Devices (AMD) | 1.0 | $82M | 748k | 109.34 | |
| Intuit (INTU) | 1.0 | $81M | 168k | 480.84 | |
| Enovix Corp (ENVX) | 1.0 | $79M | 5.5M | 14.27 | |
| Thoughtworks Holding (TWKS) | 0.9 | $77M | 3.7M | 20.81 | |
| Coinbase Global Com Cl A (COIN) | 0.9 | $75M | 394k | 189.86 | |
| Confluent Class A Com (CFLT) | 0.9 | $73M | 1.8M | 41.00 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.6 | $51M | 4.6M | 11.04 | |
| Doordash Cl A (DASH) | 0.6 | $48M | 409k | 117.19 | |
| Knowbe4 Cl A | 0.6 | $46M | 2.0M | 23.02 | |
| Wayfair Cl A (W) | 0.6 | $45M | 406k | 110.78 | |
| Monday SHS (MNDY) | 0.5 | $43M | 271k | 158.07 | |
| Doximity Cl A (DOCS) | 0.5 | $42M | 806k | 52.09 | |
| Duck Creek Technologies SHS | 0.5 | $40M | 1.8M | 22.12 | |
| Calix (CALX) | 0.5 | $38M | 887k | 42.91 | |
| Okta Cl A (OKTA) | 0.4 | $35M | 233k | 150.96 | |
| Toast Cl A (TOST) | 0.4 | $29M | 1.3M | 21.73 | |
| Uipath Cl A (PATH) | 0.3 | $24M | 1.1M | 21.59 | |
| Sprout Social Com Cl A (SPT) | 0.2 | $20M | 247k | 80.12 | |
| Hashicorp Com Cl A (HCP) | 0.2 | $18M | 337k | 54.00 | |
| Alteryx Com Cl A | 0.2 | $16M | 224k | 71.53 | |
| Braze Com Cl A (BRZE) | 0.1 | $8.3M | 200k | 41.47 | |
| Amplitude Com Cl A (AMPL) | 0.0 | $1.2M | 63k | 18.43 |
