Whale Rock Capital Management LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$5.0B
Holdings
40
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,372,582 | $433.4T | 8751185.88% | |
| 2 | METAMETA PLATFORMS INC | 1,286,719 | $386.3T | 7799991.30% | |
| 3 | NVDANVIDIA CORPORATION | 777,523 | $338.2T | 6829324.80% | |
| 4 | SPLKCHFSPLUNK INC | 1,767,057 | $258.4T | 5218331.72% | |
| 5 | DKNGDRAFTKINGS INC NEW | 8,324,069 | $245.1T | 4948330.82% | |
| 6 | HUBSHUBSPOT INC | 493,217 | $242.9T | 4904892.83% | |
| 7 | GOOGLALPHABET INC | 1,579,841 | $206.7T | 4174510.38% | |
| 8 | NUNU HLDGS LTD | 25,058,199 | $181.7T | 3668369.81% | |
| 9 | DUOLDUOLINGO INC | 1,085,078 | $180.0T | 3634243.76% | |
| 10 | ONON SEMICONDUCTOR CORP | 1,869,282 | $173.7T | 3508402.95% | |
| 11 | PDDPDD HOLDINGS INC | 1,670,900 | $163.9T | 3308810.41% | |
| 12 | ORCLORACLE CORP | 1,378,284 | $146.0T | 2947826.61% | |
| 13 | PANWPALO ALTO NETWORKS INC | 611,026 | $143.2T | 2892521.87% | |
| 14 | WDAYWORKDAY INC | 661,858 | $142.2T | 2871345.34% | |
| 15 | JBLJABIL INC | 1,074,928 | $136.4T | 2754178.11% | |
| 16 | FTNTFORTINET INC | 2,301,531 | $135.1T | 2727044.24% | |
| 17 | DDOGDATADOG INC | 1,397,994 | $127.3T | 2571350.37% | |
| 18 | CRMSALESFORCE INC | 572,086 | $116.0T | 2342457.33% | |
| 19 | SMCIUSDSUPER MICRO COMPUTER INC | 393,900 | $108.0T | 2181073.78% | |
| 20 | RMBS*RAMBUS INC DEL | 1,885,137 | $105.2T | 2123657.75% | |
| 21 | ESTCELASTIC N V | 1,214,723 | $98.7T | 1992656.41% | |
| 22 | ZSZSCALER INC | 596,951 | $92.9T | 1875450.54% | |
| 23 | CYBRCYBERARK SOFTWARE LTD | 522,246 | $85.5T | 1727009.47% | |
| 24 | ACLSAXCELIS TECHNOLOGIES INC | 517,062 | $84.3T | 1702349.29% | |
| 25 | MLB1MERCADOLIBRE INC | 59,685 | $75.7T | 1528018.46% | |
| 26 | IOTSAMSARA INC | 2,881,793 | $72.7T | 1466968.81% | |
| 27 | TOSTTOAST INC | 3,683,886 | $69.0T | 1393250.51% | |
| 28 | CDNSCADENCE DESIGN SYSTEM INC | 211,738 | $49.6T | 1001743.06% | |
| 29 | AKAMAKAMAI TECHNOLOGIES INC | 463,930 | $49.4T | 998045.63% | |
| 30 | FNFABRINET | 271,876 | $45.3T | 914709.63% | |
| 31 | CPNGCOUPANG INC | 2,554,134 | $43.4T | 876754.19% | |
| 32 | CAMTCAMTEK LTD | 679,156 | $42.3T | 853815.26% | |
| 33 | MDBMONGODB INC | 103,965 | $36.0T | 726060.39% | |
| 34 | CLSEURCELESTICA INC | 1,384,289 | $33.9T | 685381.66% | |
| 35 | OKTAOKTA INC | 356,499 | $29.1T | 586751.83% | |
| 36 | ONTOONTO INNOVATION INC | 180,162 | $23.0T | 463902.53% | |
| 37 | SPHRSPHERE ENTERTAINMENT CO | 441,135 | $16.4T | 331003.42% | |
| 38 | MQMARQETA INC | 2,692,261 | $16.1T | 325089.99% | |
| 39 | NVMINOVA LTD | 96,473 | $10.8T | 219034.17% | |
| 40 | KVYOKLAVIYO INC | 250,000 | $8.6T | 174158.37% |