Whale Rock Capital Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$8.5B
Holdings
36
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CLSCELESTICA INC | 2,993,335 | $737.5B | 8684.68% | |
| 2 | APPAPPLOVIN CORP | 971,404 | $698.0B | 8219.47% | |
| 3 | NVDANVIDIA CORPORATION | 3,186,551 | $594.5B | 7001.30% | |
| 4 | METAMETA PLATFORMS INC | 729,822 | $536.0B | 6311.47% | |
| 5 | RBLXROBLOX CORP | 3,719,580 | $515.2B | 6067.35% | |
| 6 | AVGOBROADCOM INC | 1,430,911 | $472.1B | 5559.06% | |
| 7 | BEBLOOM ENERGY CORP | 4,680,973 | $395.9B | 4661.71% | |
| 8 | AMZNAMAZON COM INC | 1,447,575 | $317.8B | 3742.89% | |
| 9 | GOOGLALPHABET INC | 1,170,283 | $284.5B | 3350.18% | |
| 10 | DUOLDUOLINGO INC | 868,169 | $279.4B | 3290.31% | |
| 11 | NFLXNETFLIX INC | 230,719 | $276.6B | 3257.37% | |
| 12 | SMTCSEMTECH CORP | 3,504,965 | $250.4B | 2949.03% | |
| 13 | FNFABRINET | 682,000 | $248.7B | 2928.31% | |
| 14 | PIIMPINJ INC | 1,224,585 | $221.3B | 2606.51% | |
| 15 | GLWCORNING INC | 2,622,286 | $215.1B | 2533.06% | |
| 16 | CVNACARVANA CO | 567,711 | $214.2B | 2521.96% | |
| 17 | SESEA LTD | 1,160,795 | $207.5B | 2443.13% | |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 726,803 | $203.0B | 2390.37% | |
| 19 | NUNU HLDGS LTD | 12,418,659 | $198.8B | 2341.31% | |
| 20 | CIENCIENA CORP | 1,337,800 | $194.9B | 2294.85% | |
| 21 | MDBMONGODB INC | 552,100 | $171.4B | 2017.92% | |
| 22 | MSFTMICROSOFT CORP | 300,509 | $155.6B | 1832.90% | |
| 23 | SITMSITIME CORP | 480,501 | $144.8B | 1704.91% | |
| 24 | MLB1MERCADOLIBRE INC | 60,940 | $142.4B | 1677.04% | |
| 25 | FROGJFROG LTD | 2,908,397 | $137.7B | 1621.00% | |
| 26 | TTMITTM TECHNOLOGIES INC | 2,016,285 | $116.1B | 1367.63% | |
| 27 | SHOPSHOPIFY INC | 765,466 | $113.8B | 1339.57% | |
| 28 | VRTVERTIV HOLDINGS CO | 639,965 | $96.5B | 1136.90% | |
| 29 | KVYOKLAVIYO INC | 3,056,967 | $84.6B | 996.80% | |
| 30 | HUBSHUBSPOT INC | 149,246 | $69.8B | 822.16% | |
| 31 | COHRCOHERENT CORP | 459,398 | $49.5B | 582.74% | |
| 32 | HPEHEWLETT PACKARD ENTERPRISE C | 1,908,017 | $46.9B | 551.83% | |
| 33 | OKTAOKTA INC | 434,854 | $39.9B | 469.58% | |
| 34 | CHYMCHIME FINL INC | 1,398,466 | $28.2B | 332.16% | |
| 35 | CPNGCOUPANG INC | 770,752 | $24.8B | 292.26% | |
| 36 | HNGEHINGE HEALTH INC | 173,544 | $8.5B | 100.30% |