13F HOLDINGS REPORT
Whale Rock Capital Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001117
Total Value
$8.44B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 3,494,020 | $766.6M | 9.08% |
| 2 | BROADCOM INC | AVGO | 2,563,881 | $594.4M | 7.04% |
| 3 | APPLOVIN CORP | APP | 1,796,826 | $581.9M | 6.89% |
| 4 | CELESTICA INC | CLS | 5,939,918 | $548.3M | 6.50% |
| 5 | META PLATFORMS INC | META | 817,752 | $478.8M | 5.67% |
| 6 | NVIDIA CORPORATION | NVDA | 2,987,988 | $401.3M | 4.75% |
| 7 | DUOLINGO INC | DUOL | 1,179,755 | $382.5M | 4.53% |
| 8 | SALESFORCE INC | CRM | 826,614 | $276.4M | 3.27% |
| 9 | ROBLOX CORP | RBLX | 4,755,213 | $275.1M | 3.26% |
| 10 | ALPHABET INC | GOOG | 1,430,638 | $270.8M | 3.21% |
| 11 | TOAST INC | TOST | 7,263,710 | $264.8M | 3.14% |
| 12 | CARVANA CO | CVNA | 1,214,679 | $247.0M | 2.93% |
| 13 | WIX COM LTD | WIX | 1,071,565 | $229.9M | 2.72% |
| 14 | NU HLDGS LTD | NU | 22,084,794 | $228.8M | 2.71% |
| 15 | REDDIT INC | RDDT | 1,248,492 | $204.1M | 2.42% |
| 16 | SEMTECH CORP | SMTC | 3,266,202 | $202.0M | 2.39% |
| 17 | COHERENT CORP | COHR | 2,121,545 | $201.0M | 2.38% |
| 18 | DRAFTKINGS INC NEW | DKNG | 4,971,886 | $185.0M | 2.19% |
| 19 | FABRINET | FN | 839,777 | $184.7M | 2.19% |
| 20 | ATLASSIAN CORPORATION | TEAM | 702,369 | $170.9M | 2.03% |
| 21 | KLAVIYO INC | KVYO | 3,868,451 | $159.5M | 1.89% |
| 22 | COUPANG INC | CPNG | 6,971,033 | $153.2M | 1.82% |
| 23 | MERCADOLIBRE INC | MELI | 89,583 | $152.3M | 1.80% |
| 24 | CYBERARK SOFTWARE LTD | M2682V108 | 452,351 | $150.7M | 1.79% |
| 25 | APPLE INC | AAPL | 580,237 | $145.3M | 1.72% |
| 26 | VERTIV HOLDINGS CO | VRT | 1,193,773 | $135.6M | 1.61% |
| 27 | PDD HOLDINGS INC | PDD | 1,370,266 | $132.9M | 1.57% |
| 28 | HUBSPOT INC | HUBS | 181,328 | $126.3M | 1.50% |
| 29 | TWILIO INC | TWLO | 1,029,907 | $111.3M | 1.32% |
| 30 | MONDAY COM LTD | MNDY | 394,928 | $93.0M | 1.10% |
| 31 | CROWDSTRIKE HLDGS INC | CRWD | 242,400 | $82.9M | 0.98% |
| 32 | ALKAMI TECHNOLOGY INC | ALKT | 2,150,440 | $78.9M | 0.93% |
| 33 | OKTA INC | OKTA | 813,701 | $64.1M | 0.76% |
| 34 | CRITEO S A | CRTO | 1,385,258 | $54.8M | 0.65% |
| 35 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 249,873 | $49.3M | 0.58% |
| 36 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 1,906,125 | $40.7M | 0.48% |
| 37 | MICROSOFT CORP | MSFT | 24,795 | $10.5M | 0.12% |
| 38 | SERVICETITAN INC | TTAN | 40,000 | $4.1M | 0.05% |