Whale Rock Capital Management LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$3.4T
Holdings
34
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,439,857 | $369.8B | 10.98% | |
| 2 | MPWRMONOLITHIC PWR SYS INC | 729,061 | $280.0B | 8.32% | |
| 3 | INTUINTUIT | 685,351 | $264.2B | 7.85% | |
| 4 | SPLKCHFSPLUNK INC | 2,748,086 | $243.1B | 7.22% | |
| 5 | AMZNAMAZON COM INC | 1,967,688 | $209.0B | 6.21% | |
| 6 | ORCLORACLE CORP | 2,095,583 | $146.4B | 4.35% | |
| 7 | PANWPALO ALTO NETWORKS INC | 268,674 | $132.7B | 3.94% | |
| 8 | PSTGPURE STORAGE INC | 5,100,476 | $131.1B | 3.89% | |
| 9 | MDBMONGODB INC | 504,292 | $130.9B | 3.89% | |
| 10 | CRWDCROWDSTRIKE HLDGS INC | 740,281 | $124.8B | 3.71% | |
| 11 | JNPJUNIPER NETWORKS INC | 4,241,384 | $120.9B | 3.59% | |
| 12 | CHKPCHECK POINT SOFTWARE TECH LT | 881,948 | $107.4B | 3.19% | |
| 13 | TMUST-MOBILE US INC | 710,648 | $95.6B | 2.84% | |
| 14 | NUNU HLDGS LTD | 24,999,620 | $93.5B | 2.78% | |
| 15 | BEKEKE HLDGS INC | 5,155,342 | $92.5B | 2.75% | |
| 16 | HUBSHUBSPOT INC | 303,963 | $91.4B | 2.71% | |
| 17 | LITELUMENTUM HLDGS INC | 863,115 | $68.5B | 2.04% | |
| 18 | CRMSALESFORCE INC | 373,191 | $61.6B | 1.83% | |
| 19 | IBMINTERNATIONAL BUSINESS MACHS | 423,363 | $59.8B | 1.78% | |
| 20 | WDAYWORKDAY INC | 403,235 | $56.3B | 1.67% | |
| 21 | DDOGDATADOG INC | 586,661 | $55.9B | 1.66% | |
| 22 | COHRII-VI INC | 1,039,853 | $53.0B | 1.57% | |
| 23 | PGYPAGAYA TECHNOLOGIES LTD | 11,641,149 | $48.7B | 1.45% | |
| 24 | ZSZSCALER INC | 318,942 | $47.7B | 1.42% | |
| 25 | AVGOBROADCOM INC | 96,872 | $47.1B | 1.40% | |
| 26 | GOOGLALPHABET INC | 18,583 | $40.5B | 1.20% | |
| 27 | BZKANZHUN LIMITED | 1,494,338 | $39.3B | 1.17% | |
| 28 | MRVLMARVELL TECHNOLOGY INC | 818,473 | $35.6B | 1.06% | |
| 29 | FIVNFIVE9 INC | 334,602 | $30.5B | 0.91% | |
| 30 | PCORPROCORE TECHNOLOGIES INC | 592,421 | $26.9B | 0.80% | |
| 31 | ESTCELASTIC N V | 275,912 | $18.7B | 0.55% | |
| 32 | TOSTTOAST INC | 1,422,403 | $18.4B | 0.55% | |
| 33 | HCPHASHICORP INC | 576,298 | $17.0B | 0.50% | |
| 34 | AMPLAMPLITUDE INC | 604,558 | $8.6B | 0.26% |