Whale Rock Capital Management LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$7.1T
Holdings
39
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 4,874,091 | $602.1B | 8.54% | |
| 2 | GOOGLALPHABET INC | 2,970,421 | $541.1B | 7.67% | |
| 3 | MSFTMICROSOFT CORP | 1,088,568 | $486.5B | 6.90% | |
| 4 | AMZNAMAZON COM INC | 2,434,332 | $470.4B | 6.67% | |
| 5 | CLSCELESTICA INC | 7,492,081 | $429.5B | 6.09% | |
| 6 | METAMETA PLATFORMS INC | 838,702 | $422.9B | 5.99% | |
| 7 | NUNU HLDGS LTD | 24,445,252 | $315.1B | 4.47% | |
| 8 | DUOLDUOLINGO INC | 1,420,637 | $296.4B | 4.20% | |
| 9 | APPAPPLOVIN CORP | 3,210,352 | $267.2B | 3.79% | |
| 10 | AVGOBROADCOM INC | 159,746 | $256.5B | 3.64% | |
| 11 | OKTAOKTA INC | 2,401,573 | $224.8B | 3.19% | |
| 12 | TOSTTOAST INC | 7,863,109 | $202.6B | 2.87% | |
| 13 | DKNGDRAFTKINGS INC NEW | 5,182,487 | $197.8B | 2.80% | |
| 14 | COHRCOHERENT CORP | 2,511,183 | $182.0B | 2.58% | |
| 15 | CPNGCOUPANG INC | 8,546,286 | $179.0B | 2.54% | |
| 16 | FNFABRINET | 680,083 | $166.5B | 2.36% | |
| 17 | PDDPDD HOLDINGS INC | 1,204,694 | $160.2B | 2.27% | |
| 18 | PINSPINTEREST INC | 3,443,489 | $151.8B | 2.15% | |
| 19 | MLB1MERCADOLIBRE INC | 88,333 | $145.2B | 2.06% | |
| 20 | QCOMQUALCOMM INC | 673,920 | $134.2B | 1.90% | |
| 21 | GWREGUIDEWIRE SOFTWARE INC | 941,231 | $129.8B | 1.84% | |
| 22 | CYBRCYBERARK SOFTWARE LTD | 446,037 | $122.0B | 1.73% | |
| 23 | AAPLAPPLE INC | 548,698 | $115.6B | 1.64% | |
| 24 | HPEHEWLETT PACKARD ENTERPRISE C | 5,128,753 | $108.6B | 1.54% | |
| 25 | HUBSHUBSPOT INC | 181,328 | $106.9B | 1.52% | |
| 26 | MNDYMONDAY COM LTD | 389,414 | $93.8B | 1.33% | |
| 27 | WIXWIX COM LTD | 524,955 | $83.5B | 1.18% | |
| 28 | MPWRMONOLITHIC PWR SYS INC | 98,110 | $80.6B | 1.14% | |
| 29 | CDNSCADENCE DESIGN SYSTEM INC | 206,899 | $63.7B | 0.90% | |
| 30 | MUMICRON TECHNOLOGY INC | 447,555 | $58.9B | 0.83% | |
| 31 | SNAPSNAP INC | 2,727,074 | $45.3B | 0.64% | |
| 32 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 235,664 | $41.0B | 0.58% | |
| 33 | FSLRFIRST SOLAR INC | 143,045 | $32.3B | 0.46% | |
| 34 | BEBLOOM ENERGY CORP | 2,448,364 | $30.0B | 0.42% | |
| 35 | CRTOCRITEO S A | 763,357 | $28.8B | 0.41% | |
| 36 | MDBMONGODB INC | 102,308 | $25.6B | 0.36% | |
| 37 | TTMITTM TECHNOLOGIES INC | 1,168,300 | $22.7B | 0.32% | |
| 38 | ESTCELASTIC N V | 189,552 | $21.6B | 0.31% | |
| 39 | KVYOKLAVIYO INC | 507,881 | $12.6B | 0.18% |