Whale Rock Capital Management LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$8.4T
Holdings
38
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 3,494,020 | $766.6B | 9.08% | |
| 2 | AVGOBROADCOM INC | 2,563,881 | $594.4B | 7.04% | |
| 3 | APPAPPLOVIN CORP | 1,796,826 | $581.9B | 6.89% | |
| 4 | CLSCELESTICA INC | 5,939,918 | $548.3B | 6.50% | |
| 5 | METAMETA PLATFORMS INC | 817,752 | $478.8B | 5.67% | |
| 6 | NVDANVIDIA CORPORATION | 2,987,988 | $401.3B | 4.75% | |
| 7 | DUOLDUOLINGO INC | 1,179,755 | $382.5B | 4.53% | |
| 8 | CRMSALESFORCE INC | 826,614 | $276.4B | 3.27% | |
| 9 | RBLXROBLOX CORP | 4,755,213 | $275.1B | 3.26% | |
| 10 | GOOGLALPHABET INC | 1,430,638 | $270.8B | 3.21% | |
| 11 | TOSTTOAST INC | 7,263,710 | $264.8B | 3.14% | |
| 12 | CVNACARVANA CO | 1,214,679 | $247.0B | 2.93% | |
| 13 | WIXWIX COM LTD | 1,071,565 | $229.9B | 2.72% | |
| 14 | NUNU HLDGS LTD | 22,084,794 | $228.8B | 2.71% | |
| 15 | RDDTREDDIT INC | 1,248,492 | $204.1B | 2.42% | |
| 16 | SMTCSEMTECH CORP | 3,266,202 | $202.0B | 2.39% | |
| 17 | COHRCOHERENT CORP | 2,121,545 | $201.0B | 2.38% | |
| 18 | DKNGDRAFTKINGS INC NEW | 4,971,886 | $185.0B | 2.19% | |
| 19 | FNFABRINET | 839,777 | $184.7B | 2.19% | |
| 20 | TEAMATLASSIAN CORPORATION | 702,369 | $170.9B | 2.03% | |
| 21 | KVYOKLAVIYO INC | 3,868,451 | $159.5B | 1.89% | |
| 22 | CPNGCOUPANG INC | 6,971,033 | $153.2B | 1.82% | |
| 23 | MLB1MERCADOLIBRE INC | 89,583 | $152.3B | 1.80% | |
| 24 | CYBRCYBERARK SOFTWARE LTD | 452,351 | $150.7B | 1.79% | |
| 25 | AAPLAPPLE INC | 580,237 | $145.3B | 1.72% | |
| 26 | VRTVERTIV HOLDINGS CO | 1,193,773 | $135.6B | 1.61% | |
| 27 | PDDPDD HOLDINGS INC | 1,370,266 | $132.9B | 1.57% | |
| 28 | HUBSHUBSPOT INC | 181,328 | $126.3B | 1.50% | |
| 29 | TWLOTWILIO INC | 1,029,907 | $111.3B | 1.32% | |
| 30 | MNDYMONDAY COM LTD | 394,928 | $93.0B | 1.10% | |
| 31 | CRWDCROWDSTRIKE HLDGS INC | 242,400 | $82.9B | 0.98% | |
| 32 | ALKTALKAMI TECHNOLOGY INC | 2,150,440 | $78.9B | 0.93% | |
| 33 | OKTAOKTA INC | 813,701 | $64.1B | 0.76% | |
| 34 | CRTOCRITEO S A | 1,385,258 | $54.8B | 0.65% | |
| 35 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 249,873 | $49.3B | 0.58% | |
| 36 | HPEHEWLETT PACKARD ENTERPRISE C | 1,906,125 | $40.7B | 0.48% | |
| 37 | MSFTMICROSOFT CORP | 24,795 | $10.5B | 0.12% | |
| 38 | TTANSERVICETITAN INC | 40,000 | $4.1B | 0.05% |