13F HOLDINGS REPORT
Whale Rock Capital Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002342
Total Value
$5.76B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CELESTICA INC | CLS | 6,866,214 | $541.1M | 9.39% |
| 2 | APPLOVIN CORP | APP | 1,839,128 | $487.3M | 8.46% |
| 3 | AMAZON COM INC | AMZN | 2,523,296 | $480.1M | 8.33% |
| 4 | META PLATFORMS INC | META | 678,058 | $390.8M | 6.78% |
| 5 | DUOLINGO INC | DUOL | 907,049 | $281.7M | 4.89% |
| 6 | ALPHABET INC | GOOG | 1,733,266 | $268.0M | 4.65% |
| 7 | OKTA INC | OKTA | 2,543,104 | $267.6M | 4.64% |
| 8 | FABRINET | FN | 1,288,145 | $254.4M | 4.41% |
| 9 | NU HLDGS LTD | NU | 24,461,170 | $250.5M | 4.35% |
| 10 | ROBLOX CORP | RBLX | 4,185,392 | $244.0M | 4.23% |
| 11 | CARVANA CO | CVNA | 1,150,650 | $240.6M | 4.17% |
| 12 | BROADCOM INC | AVGO | 1,435,925 | $240.4M | 4.17% |
| 13 | DRAFTKINGS INC NEW | DKNG | 6,101,961 | $202.6M | 3.52% |
| 14 | MICROSOFT CORP | MSFT | 537,431 | $201.7M | 3.50% |
| 15 | NVIDIA CORPORATION | NVDA | 1,858,861 | $201.5M | 3.50% |
| 16 | SEMTECH CORP | SMTC | 3,954,112 | $136.0M | 2.36% |
| 17 | KLAVIYO INC | KVYO | 4,329,749 | $131.0M | 2.27% |
| 18 | IMPINJ INC | PI | 1,231,916 | $111.7M | 1.94% |
| 19 | HUBSPOT INC | HUBS | 181,328 | $103.6M | 1.80% |
| 20 | MERCADOLIBRE INC | MELI | 46,637 | $91.0M | 1.58% |
| 21 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 524,453 | $87.1M | 1.51% |
| 22 | VERTIV HOLDINGS CO | VRT | 1,163,606 | $84.0M | 1.46% |
| 23 | WIX COM LTD | WIX | 487,032 | $79.6M | 1.38% |
| 24 | BLOOM ENERGY CORP | BE | 3,954,534 | $77.7M | 1.35% |
| 25 | MONGODB INC | MDB | 412,974 | $72.4M | 1.26% |
| 26 | MONDAY COM LTD | MNDY | 192,204 | $46.7M | 0.81% |
| 27 | TOAST INC | TOST | 1,398,509 | $46.4M | 0.80% |
| 28 | COMPASS INC | COMP | 3,757,979 | $32.8M | 0.57% |
| 29 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 1,908,017 | $29.4M | 0.51% |
| 30 | MONOLITHIC PWR SYS INC | 609839105 | 50,150 | $29.1M | 0.50% |
| 31 | COHERENT CORP | COHR | 444,433 | $28.9M | 0.50% |
| 32 | PDD HOLDINGS INC | PDD | 199,016 | $23.6M | 0.41% |