Whale Rock Capital Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$7.8B
Holdings
32
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 2,100,923 | $657.6B | 8408.79% | |
| 2 | CLSCELESTICA INC | 1,882,391 | $556.5B | 7115.54% | |
| 3 | APPAPPLOVIN CORP | 808,356 | $544.7B | 6965.07% | |
| 4 | CVNACARVANA CO | 1,070,802 | $451.9B | 5778.58% | |
| 5 | AMZNAMAZON COM INC | 1,857,878 | $428.8B | 5483.65% | |
| 6 | AVGOBROADCOM INC | 1,031,732 | $357.1B | 4566.12% | |
| 7 | RBLXROBLOX CORP | 4,105,113 | $332.6B | 4253.53% | |
| 8 | FROGJFROG LTD | 5,297,812 | $330.9B | 4231.34% | |
| 9 | METAMETA PLATFORMS INC | 469,713 | $310.1B | 3964.73% | |
| 10 | TTMITTM TECHNOLOGIES INC | 4,276,320 | $295.1B | 3773.10% | |
| 11 | SMTCSEMTECH CORP | 3,901,469 | $287.5B | 3676.34% | |
| 12 | FNFABRINET | 616,047 | $280.5B | 3586.50% | |
| 13 | MDBMONGODB INC | 599,970 | $251.8B | 3219.86% | |
| 14 | SITMSITIME CORP | 698,539 | $246.7B | 3154.84% | |
| 15 | SNDKSANDISK CORP | 1,003,566 | $238.2B | 3046.27% | |
| 16 | GLWCORNING INC | 2,669,780 | $233.8B | 2989.23% | |
| 17 | NVDANVIDIA CORPORATION | 1,201,695 | $224.1B | 2865.84% | |
| 18 | CIENCIENA CORP | 893,483 | $209.0B | 2672.01% | |
| 19 | COHRCOHERENT CORP | 1,094,757 | $202.1B | 2583.79% | |
| 20 | MLB1MERCADOLIBRE INC | 98,175 | $197.7B | 2528.68% | |
| 21 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 592,941 | $180.2B | 2304.12% | |
| 22 | NUNU HLDGS LTD | 10,755,918 | $180.1B | 2302.41% | |
| 23 | PIIMPINJ INC | 887,272 | $154.4B | 1974.28% | |
| 24 | DUOLDUOLINGO INC | 876,646 | $153.9B | 1967.34% | |
| 25 | MTSIMACOM TECH SOLUTIONS HLDGS I | 783,305 | $134.2B | 1715.60% | |
| 26 | BEBLOOM ENERGY CORP | 1,339,623 | $116.4B | 1488.43% | |
| 27 | KVYOKLAVIYO INC | 3,057,889 | $99.3B | 1269.64% | |
| 28 | HUBSHUBSPOT INC | 149,246 | $59.9B | 765.86% | |
| 29 | HPEHEWLETT PACKARD ENTERPRISE C | 1,908,017 | $45.8B | 586.04% | |
| 30 | OKTAOKTA INC | 434,854 | $37.6B | 480.82% | |
| 31 | WLTHWEALTHFRONT CORP | 1,600,000 | $21.7B | 278.05% | |
| 32 | CHYMCHIME FINL INC | 10,572 | $266.0M | 3.40% |