Whale Rock Capital Management LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$7.1T
Holdings
36
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 2,872,454 | $535.2B | 7.51% | |
| 2 | CLSCELESTICA INC | 8,467,244 | $432.8B | 6.07% | |
| 3 | METAMETA PLATFORMS INC | 745,414 | $426.7B | 5.98% | |
| 4 | NVDANVIDIA CORPORATION | 3,465,001 | $420.8B | 5.90% | |
| 5 | GOOGLALPHABET INC | 2,398,303 | $397.8B | 5.58% | |
| 6 | APPAPPLOVIN CORP | 2,965,513 | $387.1B | 5.43% | |
| 7 | DUOLDUOLINGO INC | 1,368,782 | $386.0B | 5.41% | |
| 8 | AVGOBROADCOM INC | 2,039,604 | $351.8B | 4.93% | |
| 9 | NUNU HLDGS LTD | 22,516,766 | $307.4B | 4.31% | |
| 10 | COHRCOHERENT CORP | 2,363,913 | $210.2B | 2.95% | |
| 11 | TOSTTOAST INC | 7,402,004 | $209.6B | 2.94% | |
| 12 | PDDPDD HOLDINGS INC | 1,527,323 | $205.9B | 2.89% | |
| 13 | FNFABRINET | 855,767 | $202.3B | 2.84% | |
| 14 | CPNGCOUPANG INC | 7,919,803 | $194.4B | 2.73% | |
| 15 | MLB1MERCADOLIBRE INC | 91,360 | $187.5B | 2.63% | |
| 16 | MPWRMONOLITHIC PWR SYS INC | 200,490 | $185.4B | 2.60% | |
| 17 | DKNGDRAFTKINGS INC NEW | 4,555,005 | $178.6B | 2.50% | |
| 18 | GWREGUIDEWIRE SOFTWARE INC | 972,743 | $178.0B | 2.50% | |
| 19 | CVNACARVANA CO | 935,919 | $163.0B | 2.29% | |
| 20 | OKTAOKTA INC | 2,182,419 | $162.2B | 2.28% | |
| 21 | MSFTMICROSOFT CORP | 366,948 | $157.9B | 2.21% | |
| 22 | CYBRCYBERARK SOFTWARE LTD | 460,964 | $134.4B | 1.89% | |
| 23 | KVYOKLAVIYO INC | 3,600,606 | $127.4B | 1.79% | |
| 24 | WIXWIX COM LTD | 690,765 | $115.5B | 1.62% | |
| 25 | MNDYMONDAY COM LTD | 402,447 | $111.8B | 1.57% | |
| 26 | VRTVERTIV HOLDINGS CO | 1,110,834 | $110.5B | 1.55% | |
| 27 | RBLXROBLOX CORP | 2,428,625 | $107.5B | 1.51% | |
| 28 | CRTOCRITEO S A | 2,519,864 | $101.4B | 1.42% | |
| 29 | HUBSHUBSPOT INC | 181,328 | $96.4B | 1.35% | |
| 30 | HPEHEWLETT PACKARD ENTERPRISE C | 3,741,891 | $76.6B | 1.07% | |
| 31 | CRWDCROWDSTRIKE HLDGS INC | 247,014 | $69.3B | 0.97% | |
| 32 | CRMSALESFORCE INC | 226,765 | $62.1B | 0.87% | |
| 33 | NWSANEWS CORP NEW | 1,674,250 | $44.6B | 0.63% | |
| 34 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 252,635 | $43.9B | 0.62% | |
| 35 | SMTCSEMTECH CORP | 703,600 | $32.1B | 0.45% | |
| 36 | AAOIAPPLIED OPTOELECTRONICS INC | 1,128,238 | $16.1B | 0.23% |