Whale Rock Capital Management LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$5.6B
Holdings
38
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 1,371,405 | $485.4B | 8677.34% | |
| 2 | MSFTMICROSOFT CORP | 1,157,407 | $435.2B | 7780.13% | |
| 3 | AMZNAMAZON COM INC | 1,824,843 | $277.3B | 4956.38% | |
| 4 | ESTCELASTIC N V | 2,421,360 | $272.9B | 4878.09% | |
| 5 | DKNGDRAFTKINGS INC NEW | 7,598,350 | $267.8B | 4787.90% | |
| 6 | PDDPDD HOLDINGS INC | 1,719,272 | $251.5B | 4496.61% | |
| 7 | NVDANVIDIA CORPORATION | 507,004 | $251.1B | 4488.24% | |
| 8 | HUBSHUBSPOT INC | 419,618 | $243.6B | 4354.65% | |
| 9 | EXPEEXPEDIA GROUP INC | 1,568,117 | $238.0B | 4254.89% | |
| 10 | DUOLDUOLINGO INC | 1,029,590 | $233.6B | 4175.13% | |
| 11 | OKTAOKTA INC | 2,405,200 | $217.7B | 3892.34% | |
| 12 | NUNU HLDGS LTD | 24,800,522 | $206.6B | 3692.94% | |
| 13 | AMDADVANCED MICRO DEVICES INC | 1,398,413 | $206.1B | 3684.93% | |
| 14 | MNDYMONDAY COM LTD | 1,047,147 | $196.7B | 3515.55% | |
| 15 | MLB1MERCADOLIBRE INC | 107,137 | $168.4B | 3009.76% | |
| 16 | WDAYWORKDAY INC | 592,639 | $163.6B | 2924.56% | |
| 17 | JBLJABIL INC | 1,260,832 | $160.6B | 2871.40% | |
| 18 | PANWPALO ALTO NETWORKS INC | 464,942 | $137.1B | 2450.82% | |
| 19 | ZSZSCALER INC | 580,154 | $128.5B | 2297.74% | |
| 20 | FNFABRINET | 643,227 | $122.4B | 2188.46% | |
| 21 | CLSEURCELESTICA INC | 4,178,298 | $122.3B | 2186.94% | |
| 22 | GWREGUIDEWIRE SOFTWARE INC | 1,030,248 | $112.3B | 2008.14% | |
| 23 | ONON SEMICONDUCTOR CORP | 1,116,685 | $93.3B | 1667.40% | |
| 24 | SMCIUSDSUPER MICRO COMPUTER INC | 313,775 | $89.2B | 1594.41% | |
| 25 | CYBRCYBERARK SOFTWARE LTD | 378,027 | $82.8B | 1480.24% | |
| 26 | CDNSCADENCE DESIGN SYSTEM INC | 220,954 | $60.2B | 1075.79% | |
| 27 | DDOGDATADOG INC | 494,641 | $60.0B | 1073.26% | |
| 28 | SHOPSHOPIFY INC | 725,554 | $56.5B | 1010.36% | |
| 29 | DOCSDOXIMITY INC | 1,517,171 | $42.5B | 760.47% | |
| 30 | IOTSAMSARA INC | 1,189,584 | $39.7B | 709.82% | |
| 31 | NYTNEW YORK TIMES CO | 764,832 | $37.5B | 669.79% | |
| 32 | HCPHASHICORP INC | 1,161,171 | $27.5B | 490.69% | |
| 33 | MQMARQETA INC | 3,847,929 | $26.9B | 480.12% | |
| 34 | ORCLORACLE CORP | 234,900 | $24.8B | 442.70% | |
| 35 | MDBMONGODB INC | 57,476 | $23.5B | 420.07% | |
| 36 | AAOIAPPLIED OPTOELECTRONICS INC | 1,025,785 | $19.8B | 354.27% | |
| 37 | KVYOKLAVIYO INC | 260,896 | $7.2B | 129.56% | |
| 38 | SPHRSPHERE ENTERTAINMENT CO | 112,192 | $3.8B | 68.11% |