Whale Rock Capital Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$5.8B
Holdings
32
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CLSCELESTICA INC | 6,866,214 | $541.1B | 9389.03% | |
| 2 | APPAPPLOVIN CORP | 1,839,128 | $487.3B | 8455.34% | |
| 3 | AMZNAMAZON COM INC | 2,523,296 | $480.1B | 8329.86% | |
| 4 | METAMETA PLATFORMS INC | 678,058 | $390.8B | 6780.83% | |
| 5 | DUOLDUOLINGO INC | 907,049 | $281.7B | 4887.32% | |
| 6 | GOOGLALPHABET INC | 1,733,266 | $268.0B | 4650.60% | |
| 7 | OKTAOKTA INC | 2,543,104 | $267.6B | 4642.85% | |
| 8 | FNFABRINET | 1,288,145 | $254.4B | 4414.44% | |
| 9 | NUNU HLDGS LTD | 24,461,170 | $250.5B | 4346.10% | |
| 10 | RBLXROBLOX CORP | 4,185,392 | $244.0B | 4233.04% | |
| 11 | CVNACARVANA CO | 1,150,650 | $240.6B | 4174.25% | |
| 12 | AVGOBROADCOM INC | 1,435,925 | $240.4B | 4171.45% | |
| 13 | DKNGDRAFTKINGS INC NEW | 6,101,961 | $202.6B | 3516.09% | |
| 14 | MSFTMICROSOFT CORP | 537,431 | $201.7B | 3500.48% | |
| 15 | NVDANVIDIA CORPORATION | 1,858,861 | $201.5B | 3495.57% | |
| 16 | SMTCSEMTECH CORP | 3,954,112 | $136.0B | 2360.10% | |
| 17 | KVYOKLAVIYO INC | 4,329,749 | $131.0B | 2273.28% | |
| 18 | PIIMPINJ INC | 1,231,916 | $111.7B | 1938.70% | |
| 19 | HUBSHUBSPOT INC | 181,328 | $103.6B | 1797.40% | |
| 20 | MLB1MERCADOLIBRE INC | 46,637 | $91.0B | 1578.63% | |
| 21 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 524,453 | $87.1B | 1510.56% | |
| 22 | VRTVERTIV HOLDINGS CO | 1,163,606 | $84.0B | 1457.69% | |
| 23 | WIXWIX COM LTD | 487,032 | $79.6B | 1380.63% | |
| 24 | BEBLOOM ENERGY CORP | 3,954,534 | $77.7B | 1348.97% | |
| 25 | MDBMONGODB INC | 412,974 | $72.4B | 1256.82% | |
| 26 | MNDYMONDAY COM LTD | 192,204 | $46.7B | 810.92% | |
| 27 | TOSTTOAST INC | 1,398,509 | $46.4B | 804.88% | |
| 28 | COMPCOMPASS INC | 3,757,979 | $32.8B | 569.23% | |
| 29 | HPEHEWLETT PACKARD ENTERPRISE C | 1,908,017 | $29.4B | 510.82% | |
| 30 | MPWRMONOLITHIC PWR SYS INC | 50,150 | $29.1B | 504.67% | |
| 31 | COHRCOHERENT CORP | 444,433 | $28.9B | 500.77% | |
| 32 | PDDPDD HOLDINGS INC | 199,016 | $23.6B | 408.68% |