Whale Rock Capital Management as of Dec. 31, 2024
Portfolio Holdings for Whale Rock Capital Management
Whale Rock Capital Management holds 38 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.1 | $767M | 3.5M | 219.39 | |
| Broadcom (AVGO) | 7.0 | $594M | 2.6M | 231.84 | |
| Applovin Corp Com Cl A (APP) | 6.9 | $582M | 1.8M | 323.83 | |
| Celestica (CLS) | 6.5 | $548M | 5.9M | 92.30 | |
| Meta Platforms Cl A (META) | 5.7 | $479M | 818k | 585.51 | |
| NVIDIA Corporation (NVDA) | 4.8 | $401M | 3.0M | 134.29 | |
| Duolingo Cl A Com (DUOL) | 4.5 | $383M | 1.2M | 324.23 | |
| salesforce (CRM) | 3.3 | $276M | 827k | 334.33 | |
| Roblox Corp Cl A (RBLX) | 3.3 | $275M | 4.8M | 57.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $271M | 1.4M | 189.30 | |
| Toast Cl A (TOST) | 3.1 | $265M | 7.3M | 36.45 | |
| Carvana Cl A (CVNA) | 2.9 | $247M | 1.2M | 203.36 | |
| Wix SHS (WIX) | 2.7 | $230M | 1.1M | 214.55 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.7 | $229M | 22M | 10.36 | |
| Reddit Cl A (RDDT) | 2.4 | $204M | 1.2M | 163.44 | |
| Semtech Corporation (SMTC) | 2.4 | $202M | 3.3M | 61.85 | |
| Coherent Corp (COHR) | 2.4 | $201M | 2.1M | 94.73 | |
| Draftkings Com Cl A (DKNG) | 2.2 | $185M | 5.0M | 37.20 | |
| Fabrinet SHS (FN) | 2.2 | $185M | 840k | 219.88 | |
| Atlassian Corporation Cl A (TEAM) | 2.0 | $171M | 702k | 243.38 | |
| Klaviyo Com Ser A (KVYO) | 1.9 | $160M | 3.9M | 41.24 | |
| Coupang Cl A (CPNG) | 1.8 | $153M | 7.0M | 21.98 | |
| MercadoLibre (MELI) | 1.8 | $152M | 90k | 1700.44 | |
| Cyberark Software SHS (CYBR) | 1.8 | $151M | 452k | 333.15 | |
| Apple (AAPL) | 1.7 | $145M | 580k | 250.42 | |
| Vertiv Holdings Com Cl A (VRT) | 1.6 | $136M | 1.2M | 113.61 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.6 | $133M | 1.4M | 96.99 | |
| Hubspot (HUBS) | 1.5 | $126M | 181k | 696.77 | |
| Twilio Cl A (TWLO) | 1.3 | $111M | 1.0M | 108.08 | |
| Monday SHS (MNDY) | 1.1 | $93M | 395k | 235.44 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $83M | 242k | 342.16 | |
| Alkami Technology (ALKT) | 0.9 | $79M | 2.2M | 36.68 | |
| Okta Cl A (OKTA) | 0.8 | $64M | 814k | 78.80 | |
| Criteo S A Spons Ads (CRTO) | 0.6 | $55M | 1.4M | 39.56 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $49M | 250k | 197.49 | |
| Hewlett Packard Enterprise (HPE) | 0.5 | $41M | 1.9M | 21.35 | |
| Microsoft Corporation (MSFT) | 0.1 | $11M | 25k | 421.50 | |
| Servicetitan Shs Cl A (TTAN) | 0.0 | $4.1M | 40k | 102.87 |
