Whale Rock Capital Management as of June 30, 2023
Portfolio Holdings for Whale Rock Capital Management
Whale Rock Capital Management holds 41 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Meta Platforms Cl A (META) | 8.6 | $498M | 1.7M | 286.98 | |
Microsoft Corporation (MSFT) | 7.6 | $438M | 1.3M | 340.54 | |
NVIDIA Corporation (NVDA) | 7.1 | $410M | 969k | 423.02 | |
Netflix (NFLX) | 5.8 | $334M | 759k | 440.49 | |
Hubspot (HUBS) | 5.1 | $298M | 561k | 532.09 | |
Draftkings Com Cl A (DKNG) | 3.7 | $216M | 8.1M | 26.57 | |
Palo Alto Networks (PANW) | 3.7 | $215M | 843k | 255.51 | |
Fortinet (FTNT) | 3.4 | $197M | 2.6M | 75.59 | |
Nu Hldgs Ord Shs Cl A (NU) | 3.3 | $192M | 24M | 7.89 | |
Duolingo Cl A Com (DUOL) | 3.3 | $190M | 1.3M | 142.94 | |
stock | 3.0 | $172M | 1.6M | 106.09 | |
ON Semiconductor (ON) | 2.9 | $171M | 1.8M | 94.58 | |
Oracle Corporation (ORCL) | 2.9 | $170M | 1.4M | 119.09 | |
Workday Cl A (WDAY) | 2.5 | $147M | 649k | 225.89 | |
Monday SHS (MNDY) | 2.4 | $141M | 822k | 171.22 | |
Advanced Micro Devices (AMD) | 2.3 | $134M | 1.2M | 113.91 | |
Cyberark Software SHS (CYBR) | 2.3 | $131M | 837k | 156.33 | |
salesforce (CRM) | 2.2 | $129M | 611k | 211.26 | |
Arista Networks (ANET) | 2.0 | $114M | 705k | 162.06 | |
Zscaler Incorporated (ZS) | 2.0 | $114M | 777k | 146.30 | |
Toast Cl A (TOST) | 1.9 | $112M | 4.9M | 22.57 | |
Datadog Cl A Com (DDOG) | 1.9 | $111M | 1.1M | 98.38 | |
Super Micro Computer (SMCI) | 1.9 | $111M | 445k | 249.25 | |
Confluent Class A Com (CFLT) | 1.8 | $106M | 3.0M | 35.31 | |
Okta Cl A (OKTA) | 1.7 | $99M | 1.4M | 69.35 | |
Jabil Circuit (JBL) | 1.5 | $90M | 830k | 107.93 | |
Axcelis Technologies Com New (ACLS) | 1.5 | $87M | 474k | 183.33 | |
MercadoLibre (MELI) | 1.4 | $80M | 67k | 1184.60 | |
Monolithic Power Systems (MPWR) | 1.2 | $71M | 132k | 540.23 | |
Pure Storage Cl A (PSTG) | 1.1 | $63M | 1.7M | 36.82 | |
Amazon (AMZN) | 1.0 | $61M | 466k | 130.36 | |
Pdd Holdings Sponsored Ads (PDD) | 1.0 | $58M | 842k | 69.14 | |
Adobe Systems Incorporated (ADBE) | 0.9 | $55M | 113k | 488.99 | |
Samsara Com Cl A (IOT) | 0.9 | $53M | 1.9M | 27.71 | |
Rambus (RMBS) | 0.8 | $49M | 764k | 64.17 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $46M | 381k | 119.70 | |
Cadence Design Systems (CDNS) | 0.8 | $46M | 194k | 234.52 | |
Mongodb Cl A (MDB) | 0.7 | $39M | 95k | 410.99 | |
Intuit (INTU) | 0.5 | $29M | 63k | 458.19 | |
Globant S A (GLOB) | 0.5 | $26M | 146k | 179.72 | |
Bill Com Holdings Ord (BILL) | 0.0 | $1.2M | 10k | 116.85 |