Whale Rock Capital Management

Whale Rock Capital Management as of March 31, 2024

Portfolio Holdings for Whale Rock Capital Management

Whale Rock Capital Management holds 33 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 11.0 $743M 822k 903.56
Amazon (AMZN) 9.8 $656M 3.6M 180.38
Meta Platforms Cl A (META) 9.3 $626M 1.3M 485.58
Microsoft Corporation (MSFT) 7.9 $533M 1.3M 420.72
Nu Hldgs Ord Shs Cl A (NU) 4.4 $298M 25M 11.93
salesforce (CRM) 4.3 $286M 951k 301.18
Duolingo Cl A Com (DUOL) 4.2 $281M 1.3M 220.58
Draftkings Com Cl A (DKNG) 4.2 $281M 6.2M 45.41
Okta Cl A (OKTA) 3.5 $238M 2.3M 104.62
Hubspot (HUBS) 3.3 $223M 356k 626.56
Applovin Corp Com Cl A (APP) 2.9 $195M 2.8M 69.22
Marvell Technology (MRVL) 2.7 $182M 2.6M 70.88
Toast Cl A (TOST) 2.7 $179M 7.2M 24.92
Celestica Sub Vtg Shs (CLS) 2.5 $170M 3.8M 44.94
Expedia Group Com New (EXPE) 2.4 $165M 1.2M 137.75
Guidewire Software (GWRE) 2.2 $148M 1.3M 116.71
Pdd Holdings Sponsored Ads (PDD) 2.1 $144M 1.2M 116.25
Jabil Circuit (JBL) 1.9 $130M 968k 133.95
Micron Technology (MU) 1.9 $125M 1.1M 117.89
Coherent Corp (COHR) 1.8 $124M 2.0M 60.62
Hashicorp Com Cl A (HCP) 1.8 $123M 4.6M 26.95
MercadoLibre (MELI) 1.8 $122M 81k 1511.96
Cyberark Software SHS (CYBR) 1.8 $122M 460k 265.63
Fabrinet SHS (FN) 1.7 $117M 621k 189.02
Elastic N V Ord Shs (ESTC) 1.7 $115M 1.1M 100.24
Monday SHS (MNDY) 1.4 $97M 431k 225.87
Palo Alto Networks (PANW) 1.4 $91M 320k 284.13
Cadence Design Systems (CDNS) 1.0 $66M 213k 311.28
Workday Cl A (WDAY) 0.9 $63M 231k 272.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $32M 236k 136.05
Mongodb Cl A (MDB) 0.3 $20M 56k 358.64
Applied Optoelectronics (AAOI) 0.3 $19M 1.3M 13.86
Klaviyo Com Ser A (KVYO) 0.2 $15M 579k 25.48