Whale Rock Capital Management Llc
Basic Stats
Market Value
8.44B
Top 10 (%)
54.2%
Portfolio Size (Change from Prev.)
38 (1)
Avg. Holding Period
6 years
Turnover
0.2%
Industry Breakdown
Services-prepackaged Software
23.5%
Services-computer Programming, Data Processing, Etc.
18.5%
Semiconductors & Related Devices
14.8%
Retail-catalog & Mail-order Houses
10.9%
Printed Circuit Boards
6.5%
Services-computer Processing & Data Preparation
5.6%
Services-business Services, Nec
3.4%
Retail-auto Dealers & Gasoline Stations
2.9%
Finance Services
2.7%
Optical Instruments & Lenses
2.4%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 AMZN | Amazon Com Inc | 766.55M | 9.1% | 3.5M | 21.6% | 621.6K | 219.00 | 0.0% |
 AVGO | Broadcom Inc | 594.41M | 7.0% | 2.6M | 25.7% | 524.3K | 232.00 | 0.1% |
 APP | Applovin Corp | 581.87M | 6.9% | 1.8M | -39.4% | -1.2M | 324.00 | 0.5% |
 CLS | Celestica Inc | 548.25M | 6.5% | 5.9M | -29.8% | -2.5M | 92.00 | 5.1% |
 META | Meta Platforms Inc | 478.80M | 5.7% | 817.8K | 9.7% | 72.3K | 586.00 | 0.0% |
 NVDA | Nvidia Corporation | 401.26M | 4.8% | 3.0M | -13.8% | -477.0K | 134.00 | 0.0% |
 DUOL | Duolingo Inc | 382.51M | 4.5% | 1.2M | -13.8% | -189.0K | 324.00 | 2.5% |
 CRM | Salesforce Inc | 276.36M | 3.3% | 826.6K | 264.5% | 599.8K | 334.00 | 0.1% |
 RBLX | Roblox Corp | 275.14M | 3.3% | 4.8M | 95.8% | 2.3M | 58.00 | 0.7% |
 GOOGL | Alphabet Inc | 270.82M | 3.2% | 1.4M | -40.3% | -967.7K | 189.00 | 0.0% |
 TOST | Toast Inc | 264.76M | 3.1% | 7.3M | -1.9% | -138.3K | 36.00 | 1.3% |
 CVNA | Carvana Co | 247.02M | 2.9% | 1.2M | 29.8% | 278.8K | 203.00 | 1.0% |
 WIX | Wix Com Ltd | 229.90M | 2.7% | 1.1M | 55.1% | 380.8K | 215.00 | 1.9% |
 NU | Nu Hldgs Ltd | 228.80M | 2.7% | 22.1M | -1.9% | -432.0K | 10.00 | 0.5% |
 RDDT | Reddit Inc | 204.05M | 2.4% | 1.2M | New Buy | 1.2M | 163.00 | 0.7% |