Whale Rock Capital Management LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$8.1T
Holdings
49
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 263,293 | $858.3B | 10.64% | |
| 2 | GOOGLALPHABET INC | 183,385 | $510.1B | 6.32% | |
| 3 | CRWDCROWDSTRIKE HLDGS INC | 1,840,741 | $418.0B | 5.18% | |
| 4 | MSFTMICROSOFT CORP | 1,345,816 | $414.9B | 5.14% | |
| 5 | MPWRMONOLITHIC PWR SYS INC | 759,534 | $368.9B | 4.57% | |
| 6 | ANETEURARISTA NETWORKS INC | 2,283,896 | $317.4B | 3.93% | |
| 7 | MRVLMARVELL TECHNOLOGY INC | 3,833,448 | $274.9B | 3.41% | |
| 8 | ORCLORACLE CORP | 3,259,764 | $269.7B | 3.34% | |
| 9 | DDOGDATADOG INC | 1,755,907 | $266.0B | 3.30% | |
| 10 | PANWPALO ALTO NETWORKS INC | 425,869 | $265.1B | 3.29% | |
| 11 | TSLATESLA INC | 244,313 | $263.3B | 3.26% | |
| 12 | SPLKCHFSPLUNK INC | 1,630,541 | $242.3B | 3.00% | |
| 13 | WDAYWORKDAY INC | 1,001,707 | $239.9B | 2.97% | |
| 14 | JNPJUNIPER NETWORKS INC | 5,967,181 | $221.7B | 2.75% | |
| 15 | MDBMONGODB INC | 493,588 | $219.0B | 2.71% | |
| 16 | SHOPSHOPIFY INC | 318,298 | $215.2B | 2.67% | |
| 17 | CHKPCHECK POINT SOFTWARE TECH LT | 1,519,263 | $210.1B | 2.60% | |
| 18 | BILLBILL COM HLDGS INC | 884,367 | $200.6B | 2.49% | |
| 19 | FIVNFIVE9 INC | 1,800,555 | $198.8B | 2.46% | |
| 20 | NUNU HLDGS LTD | 24,948,324 | $192.6B | 2.39% | |
| 21 | ASMLASML HOLDING N V | 287,183 | $191.8B | 2.38% | |
| 22 | PSTGPURE STORAGE INC | 5,403,904 | $190.8B | 2.37% | |
| 23 | COHRII-VI INC | 1,757,972 | $127.4B | 1.58% | |
| 24 | AVGOBROADCOM INC | 191,441 | $120.5B | 1.49% | |
| 25 | HUBSHUBSPOT INC | 251,591 | $119.5B | 1.48% | |
| 26 | NVDANVIDIA CORPORATION | 345,441 | $94.3B | 1.17% | |
| 27 | FLYWFLYWIRE CORPORATION | 2,852,543 | $87.2B | 1.08% | |
| 28 | AMDADVANCED MICRO DEVICES INC | 747,716 | $81.8B | 1.01% | |
| 29 | INTUINTUIT | 167,989 | $80.8B | 1.00% | |
| 30 | ENVXENOVIX CORPORATION | 5,500,376 | $78.5B | 0.97% | |
| 31 | TWKSEURTHOUGHTWORKS HOLDING INC | 3,675,404 | $76.5B | 0.95% | |
| 32 | COINCOINBASE GLOBAL INC | 393,693 | $74.7B | 0.93% | |
| 33 | CFLTCONFLUENT INC | 1,791,081 | $73.4B | 0.91% | |
| 34 | CCCCCC INTELLIGENT SOLUTIONS HL | 4,590,182 | $50.7B | 0.63% | |
| 35 | DASHDOORDASH INC | 409,295 | $48.0B | 0.59% | |
| 36 | KNBEKNOWBE4 INC | 2,000,590 | $46.1B | 0.57% | |
| 37 | WWAYFAIR INC | 405,920 | $45.0B | 0.56% | |
| 38 | MNDYMONDAY COM LTD | 270,741 | $42.8B | 0.53% | |
| 39 | DOCSDOXIMITY INC | 805,973 | $42.0B | 0.52% | |
| 40 | —DUCK CREEK TECHNOLOGIES INC | 1,794,390 | $39.7B | 0.49% | |
| 41 | CALXCALIX INC | 887,366 | $38.1B | 0.47% | |
| 42 | OKTAOKTA INC | 233,018 | $35.2B | 0.44% | |
| 43 | TOSTTOAST INC | 1,323,044 | $28.8B | 0.36% | |
| 44 | PATHUIPATH INC | 1,122,665 | $24.2B | 0.30% | |
| 45 | SPTSPROUT SOCIAL INC | 246,706 | $19.8B | 0.25% | |
| 46 | HCPHASHICORP INC | 336,476 | $18.2B | 0.23% | |
| 47 | AYXEURALTERYX INC | 224,244 | $16.0B | 0.20% | |
| 48 | BRZEBRAZE INC | 200,000 | $8.3B | 0.10% | |
| 49 | AMPLAMPLITUDE INC | 63,006 | $1.2B | 0.01% |