13F HOLDINGS REPORT
Whale Rock Capital Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003481
Total Value
$7.21B
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CELESTICA INC | CLS | 4,639,115 | $724.2M | 10.05% |
| 2 | NVIDIA CORPORATION | NVDA | 3,591,319 | $567.4M | 7.87% |
| 3 | META PLATFORMS INC | META | 621,984 | $459.1M | 6.37% |
| 4 | BROADCOM INC | AVGO | 1,637,124 | $451.3M | 6.26% |
| 5 | APPLOVIN CORP | APP | 1,224,524 | $428.7M | 5.95% |
| 6 | ROBLOX CORP | RBLX | 3,432,031 | $361.0M | 5.01% |
| 7 | AMAZON COM INC | AMZN | 1,592,989 | $349.5M | 4.85% |
| 8 | NETFLIX INC | NFLX | 253,209 | $339.1M | 4.70% |
| 9 | NU HLDGS LTD | NU | 17,840,345 | $244.8M | 3.40% |
| 10 | DRAFTKINGS INC NEW | DKNG | 5,339,131 | $229.0M | 3.18% |
| 11 | SEA LTD | SE | 1,409,496 | $225.4M | 3.13% |
| 12 | DUOLINGO INC | DUOL | 488,779 | $200.4M | 2.78% |
| 13 | CARVANA CO | CVNA | 582,811 | $196.4M | 2.72% |
| 14 | FABRINET | FN | 634,182 | $186.9M | 2.59% |
| 15 | SEMTECH CORP | SMTC | 3,991,848 | $180.2M | 2.50% |
| 16 | MERCADOLIBRE INC | MELI | 62,562 | $163.5M | 2.27% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 605,847 | $137.2M | 1.90% |
| 18 | KLAVIYO INC | KVYO | 3,684,445 | $123.7M | 1.72% |
| 19 | COUPANG INC | CPNG | 3,557,564 | $106.6M | 1.48% |
| 20 | MONDAY COM LTD | MNDY | 329,280 | $103.6M | 1.44% |
| 21 | TTM TECHNOLOGIES INC | TTMI | 2,423,595 | $98.9M | 1.37% |
| 22 | CORNING INC | GLW | 1,875,306 | $98.6M | 1.37% |
| 23 | IMPINJ INC | PI | 886,098 | $98.4M | 1.37% |
| 24 | MICROSOFT CORP | MSFT | 195,680 | $97.3M | 1.35% |
| 25 | COHERENT CORP | COHR | 1,008,185 | $89.9M | 1.25% |
| 26 | AFFIRM HLDGS INC | AFRM | 1,275,022 | $88.2M | 1.22% |
| 27 | MONGODB INC | MDB | 419,563 | $88.1M | 1.22% |
| 28 | SITIME CORP | SITM | 402,805 | $85.8M | 1.19% |
| 29 | VERTIV HOLDINGS CO | VRT | 656,977 | $84.4M | 1.17% |
| 30 | HUBSPOT INC | HUBS | 149,246 | $83.1M | 1.15% |
| 31 | JFROG LTD | FROG | 1,713,706 | $75.2M | 1.04% |
| 32 | INTUIT | INTU | 87,168 | $68.7M | 0.95% |
| 33 | CIENA CORP | CIEN | 835,848 | $68.0M | 0.94% |
| 34 | BLOOM ENERGY CORP | BE | 2,030,449 | $48.6M | 0.67% |
| 35 | CHIME FINL INC | 16935C109 | 1,398,466 | $48.3M | 0.67% |
| 36 | OKTA INC | OKTA | 434,854 | $43.5M | 0.60% |
| 37 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 1,908,017 | $39.0M | 0.54% |
| 38 | SILICON LABORATORIES INC | SLAB | 248,282 | $36.6M | 0.51% |
| 39 | ENTEGRIS INC | ENTG | 420,128 | $33.9M | 0.47% |
| 40 | SUPER MICRO COMPUTER INC | SMCI | 556,519 | $27.3M | 0.38% |
| 41 | ALKAMI TECHNOLOGY INC | ALKT | 665,945 | $20.1M | 0.28% |
| 42 | HINGE HEALTH INC | HNGE | 173,544 | $9.0M | 0.12% |