13F HOLDINGS REPORT
Whale Rock Capital Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005025
Total Value
$8.49B
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CELESTICA INC | CLS | 2,993,335 | $737.5M | 8.68% |
| 2 | APPLOVIN CORP | APP | 971,404 | $698.0M | 8.22% |
| 3 | NVIDIA CORPORATION | NVDA | 3,186,551 | $594.5M | 7.00% |
| 4 | META PLATFORMS INC | META | 729,822 | $536.0M | 6.31% |
| 5 | ROBLOX CORP | RBLX | 3,719,580 | $515.2M | 6.07% |
| 6 | BROADCOM INC | AVGO | 1,430,911 | $472.1M | 5.56% |
| 7 | BLOOM ENERGY CORP | BE | 4,680,973 | $395.9M | 4.66% |
| 8 | AMAZON COM INC | AMZN | 1,447,575 | $317.8M | 3.74% |
| 9 | ALPHABET INC | GOOG | 1,170,283 | $284.5M | 3.35% |
| 10 | DUOLINGO INC | DUOL | 868,169 | $279.4M | 3.29% |
| 11 | NETFLIX INC | NFLX | 230,719 | $276.6M | 3.26% |
| 12 | SEMTECH CORP | SMTC | 3,504,965 | $250.4M | 2.95% |
| 13 | FABRINET | FN | 682,000 | $248.7M | 2.93% |
| 14 | IMPINJ INC | PI | 1,224,585 | $221.3M | 2.61% |
| 15 | CORNING INC | GLW | 2,622,286 | $215.1M | 2.53% |
| 16 | CARVANA CO | CVNA | 567,711 | $214.2M | 2.52% |
| 17 | SEA LTD | SE | 1,160,795 | $207.5M | 2.44% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 726,803 | $203.0M | 2.39% |
| 19 | NU HLDGS LTD | NU | 12,418,659 | $198.8M | 2.34% |
| 20 | CIENA CORP | CIEN | 1,337,800 | $194.9M | 2.29% |
| 21 | MONGODB INC | MDB | 552,100 | $171.4M | 2.02% |
| 22 | MICROSOFT CORP | MSFT | 300,509 | $155.6M | 1.83% |
| 23 | SITIME CORP | SITM | 480,501 | $144.8M | 1.70% |
| 24 | MERCADOLIBRE INC | MELI | 60,940 | $142.4M | 1.68% |
| 25 | JFROG LTD | FROG | 2,908,397 | $137.7M | 1.62% |
| 26 | TTM TECHNOLOGIES INC | TTMI | 2,016,285 | $116.1M | 1.37% |
| 27 | SHOPIFY INC | SHOP | 765,466 | $113.8M | 1.34% |
| 28 | VERTIV HOLDINGS CO | VRT | 639,965 | $96.5M | 1.14% |
| 29 | KLAVIYO INC | KVYO | 3,056,967 | $84.6M | 1.00% |
| 30 | HUBSPOT INC | HUBS | 149,246 | $69.8M | 0.82% |
| 31 | COHERENT CORP | COHR | 459,398 | $49.5M | 0.58% |
| 32 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 1,908,017 | $46.9M | 0.55% |
| 33 | OKTA INC | OKTA | 434,854 | $39.9M | 0.47% |
| 34 | CHIME FINL INC | 16935C109 | 1,398,466 | $28.2M | 0.33% |
| 35 | COUPANG INC | CPNG | 770,752 | $24.8M | 0.29% |
| 36 | HINGE HEALTH INC | HNGE | 173,544 | $8.5M | 0.10% |