Whale Rock Capital Management as of June 30, 2022
Portfolio Holdings for Whale Rock Capital Management
Whale Rock Capital Management holds 34 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.0 | $370M | 1.4M | 256.83 | |
| Monolithic Power Systems (MPWR) | 8.3 | $280M | 729k | 384.04 | |
| Intuit (INTU) | 7.8 | $264M | 685k | 385.44 | |
| stock | 7.2 | $243M | 2.7M | 88.46 | |
| Amazon (AMZN) | 6.2 | $209M | 2.0M | 106.21 | |
| Oracle Corporation (ORCL) | 4.3 | $146M | 2.1M | 69.87 | |
| Palo Alto Networks (PANW) | 3.9 | $133M | 269k | 493.94 | |
| Pure Storage Cl A (PSTG) | 3.9 | $131M | 5.1M | 25.71 | |
| Mongodb Cl A (MDB) | 3.9 | $131M | 504k | 259.50 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.7 | $125M | 740k | 168.56 | |
| Juniper Networks (JNPR) | 3.6 | $121M | 4.2M | 28.50 | |
| Check Point Software Tech Lt Ord (CHKP) | 3.2 | $107M | 882k | 121.78 | |
| Metropcs Communications (TMUS) | 2.8 | $96M | 711k | 134.54 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.8 | $94M | 25M | 3.74 | |
| Ke Hldgs Sponsored Ads (BEKE) | 2.7 | $93M | 5.2M | 17.95 | |
| Hubspot (HUBS) | 2.7 | $91M | 304k | 300.65 | |
| Lumentum Hldgs (LITE) | 2.0 | $69M | 863k | 79.42 | |
| salesforce (CRM) | 1.8 | $62M | 373k | 165.04 | |
| International Business Machines (IBM) | 1.8 | $60M | 423k | 141.19 | |
| Workday Cl A (WDAY) | 1.7 | $56M | 403k | 139.58 | |
| Datadog Cl A Com (DDOG) | 1.7 | $56M | 587k | 95.24 | |
| Ii-vi | 1.6 | $53M | 1.0M | 50.95 | |
| Pagaya Technologies Cl A Shs | 1.4 | $49M | 12M | 4.18 | |
| Zscaler Incorporated (ZS) | 1.4 | $48M | 319k | 149.51 | |
| Broadcom (AVGO) | 1.4 | $47M | 97k | 485.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $41M | 19k | 2179.25 | |
| Kanzhun Sponsored Ads (BZ) | 1.2 | $39M | 1.5M | 26.28 | |
| Marvell Technology (MRVL) | 1.1 | $36M | 819k | 43.53 | |
| Five9 (FIVN) | 0.9 | $31M | 335k | 91.14 | |
| Procore Technologies (PCOR) | 0.8 | $27M | 592k | 45.39 | |
| Elastic N V Ord Shs (ESTC) | 0.6 | $19M | 276k | 67.67 | |
| Toast Cl A (TOST) | 0.5 | $18M | 1.4M | 12.94 | |
| Hashicorp Com Cl A (HCP) | 0.5 | $17M | 576k | 29.44 | |
| Amplitude Com Cl A (AMPL) | 0.3 | $8.6M | 605k | 14.29 |
