Whale Rock Capital Management LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$3.6T
Holdings
40
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 2,304,454 | $260.4B | 7.32% | |
| 2 | MSFTMICROSOFT CORP | 965,894 | $225.0B | 6.32% | |
| 3 | NFLXNETFLIX INC | 826,966 | $194.7B | 5.47% | |
| 4 | MPWRMONOLITHIC PWR SYS INC | 516,919 | $187.8B | 5.28% | |
| 5 | INTUINTUIT | 479,395 | $185.7B | 5.22% | |
| 6 | SPLKCHFSPLUNK INC | 2,349,946 | $176.7B | 4.97% | |
| 7 | METAMETA PLATFORMS INC | 1,288,978 | $174.9B | 4.92% | |
| 8 | ONON SEMICONDUCTOR CORP | 2,712,548 | $169.1B | 4.75% | |
| 9 | PSTGPURE STORAGE INC | 5,850,134 | $160.1B | 4.50% | |
| 10 | WDAYWORKDAY INC | 952,714 | $145.0B | 4.08% | |
| 11 | ORCLORACLE CORP | 2,248,563 | $137.3B | 3.86% | |
| 12 | JNPJUNIPER NETWORKS INC | 4,463,388 | $116.6B | 3.28% | |
| 13 | ZSZSCALER INC | 657,235 | $108.0B | 3.04% | |
| 14 | NUNU HLDGS LTD | 24,154,442 | $106.3B | 2.99% | |
| 15 | HUBSHUBSPOT INC | 391,135 | $105.7B | 2.97% | |
| 16 | TMUST-MOBILE US INC | 682,199 | $91.5B | 2.57% | |
| 17 | XYZBLOCK INC | 1,610,307 | $88.6B | 2.49% | |
| 18 | PANWPALO ALTO NETWORKS INC | 497,310 | $81.5B | 2.29% | |
| 19 | CRMSALESFORCE INC | 519,388 | $74.7B | 2.10% | |
| 20 | MDBMONGODB INC | 353,606 | $70.2B | 1.97% | |
| 21 | BEKEKE HLDGS INC | 3,943,283 | $69.1B | 1.94% | |
| 22 | FIVNFIVE9 INC | 888,507 | $66.6B | 1.87% | |
| 23 | AVGOBROADCOM INC | 136,227 | $60.5B | 1.70% | |
| 24 | CHKPCHECK POINT SOFTWARE TECH LT | 517,993 | $58.0B | 1.63% | |
| 25 | PINSPINTEREST INC | 2,362,354 | $55.0B | 1.55% | |
| 26 | BILLBILL COM HLDGS INC | 413,740 | $54.8B | 1.54% | |
| 27 | MRVLMARVELL TECHNOLOGY INC | 1,043,785 | $44.8B | 1.26% | |
| 28 | CRWDCROWDSTRIKE HLDGS INC | 229,699 | $37.9B | 1.06% | |
| 29 | GOOGLALPHABET INC | 374,101 | $35.8B | 1.01% | |
| 30 | PDDPINDUODUO INC | 519,955 | $32.5B | 0.91% | |
| 31 | GTLBGITLAB INC | 585,764 | $30.0B | 0.84% | |
| 32 | ANETEURARISTA NETWORKS INC | 256,778 | $29.0B | 0.81% | |
| 33 | PGYPAGAYA TECHNOLOGIES LTD | 11,095,248 | $20.1B | 0.56% | |
| 34 | TOSTTOAST INC | 1,070,875 | $17.9B | 0.50% | |
| 35 | SMARGBPSMARTSHEET INC | 502,384 | $17.3B | 0.49% | |
| 36 | BZKANZHUN LIMITED | 996,147 | $16.8B | 0.47% | |
| 37 | AYXEURALTERYX INC | 288,022 | $16.1B | 0.45% | |
| 38 | HCPHASHICORP INC | 439,931 | $14.2B | 0.40% | |
| 39 | MNDYMONDAY COM LTD | 109,139 | $12.4B | 0.35% | |
| 40 | PCORPROCORE TECHNOLOGIES INC | 190,435 | $9.4B | 0.26% |