Whale Rock Capital portfolio · 2021-12-31
Disclosed long book
$11.68 billion
Long positions
49
Calls / puts
0 / 0
Top 5 concentration
35.8%
Longs with AI data
0 / 49
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
TESLA INC TESLA INC · COM · 88160R101 | LONG | 1,032,528 | $1.09 billion | 9.3% | INCREASED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 326,649 | $946.3 million | 8.1% | INCREASED | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 3,449,256 | $859.4 million | 7.4% | REDUCED | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 475,567 | $655.0 million | 5.6% | REDUCED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 3,057,196 | $626.0 million | 5.4% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 185,417 | $618.2 million | 5.3% | REDUCED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 1,738,284 | $584.7 million | 5.0% | INCREASED | — | 1Y — 5Y — |
CARVANA CO CARVANA CO · CL A · 146869102 | LONG | 2,347,595 | $544.1 million | 4.7% | INCREASED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,514,935 | $509.5 million | 4.4% | INCREASED | — | 1Y — 5Y — |
HUBSPOT INC HUBSPOT INC · COM · 443573100 | LONG | 580,772 | $382.8 million | 3.3% | REDUCED | — | 1Y — 5Y — |
MONDAY COM LTD MONDAY COM LTD · SHS · M7S64H106 | LONG | 1,207,542 | $372.8 million | 3.2% | INCREASED | — | 1Y — 5Y — |
MONGODB INC MONGODB INC · CL A · 60937P106 | LONG | 672,054 | $355.8 million | 3.0% | REDUCED | — | 1Y — 5Y — |
DOORDASH INC DOORDASH INC · CL A · 25809K105 | LONG | 2,372,814 | $353.3 million | 3.0% | REDUCED | — | 1Y — 5Y — |
FIVE9 INC FIVE9 INC · COM · 338307101 | LONG | 2,447,002 | $336.0 million | 2.9% | INCREASED | — | 1Y — 5Y — |
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM · 007903107 | LONG | 2,097,604 | $301.8 million | 2.6% | NEWLY REPORTED | — | 1Y — 5Y — |
DOXIMITY INC DOXIMITY INC · CL A · 26622P107 | LONG | 5,631,376 | $282.3 million | 2.4% | INCREASED | — | 1Y — 5Y — |
DIGITALOCEAN HLDGS INC DIGITALOCEAN HLDGS INC · COM · 25402D102 | LONG | 3,398,517 | $273.0 million | 2.3% | INCREASED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 27,204,417 | $255.2 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 740,370 | $217.8 million | 1.9% | REDUCED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 2,826,020 | $215.5 million | 1.8% | INCREASED | — | 1Y — 5Y — |
ENOVIX CORPORATION ENOVIX CORPORATION · COM · 293594107 | LONG | 7,167,885 | $195.5 million | 1.7% | REDUCED | — | 1Y — 5Y — |
CALIX INC CALIX INC · COM · 13100M509 | LONG | 2,229,684 | $178.3 million | 1.5% | NEWLY REPORTED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 116,128 | $156.6 million | 1.3% | REDUCED | — | 1Y — 5Y — |
CLOUDFLARE INC CLOUDFLARE INC · CL A COM · 18915M107 | LONG | 1,130,399 | $148.6 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | LONG | 760,720 | $144.5 million | 1.2% | REDUCED | — | 1Y — 5Y — |
ZENDESK INC ZENDESK INC · COM · 98936J101 | LONG | 1,122,209 | $117.0 million | 1.0% | REDUCED | — | 1Y — 5Y — |
FLYWIRE CORPORATION FLYWIRE CORPORATION · COM VTG · 302492103 | LONG | 3,029,978 | $115.3 million | 1.0% | REDUCED | — | 1Y — 5Y — |
SEA LTD SEA LTD · SPONSORD ADS · 81141R100 | LONG | 486,748 | $108.9 million | — | REDUCED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 9,380,788 | $106.8 million | 0.9% | INCREASED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 640,849 | $103.5 million | 0.9% | REDUCED | — | 1Y — 5Y — |
THOUGHTWORKS HOLDING INC THOUGHTWORKS HOLDING INC · COM · 88546E105 | LONG | 3,725,841 | $99.9 million | 0.9% | REDUCED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 1,379,935 | $87.5 million | 0.7% | INCREASED | — | 1Y — 5Y — |
COUPA SOFTWARE INC COUPA SOFTWARE INC · COM · 22266L106 | LONG | 499,838 | $79.0 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
DUCK CREEK TECHNOLOGIES INC DUCK CREEK TECHNOLOGIES INC · SHS · 264120106 | LONG | 2,233,449 | $67.2 million | 0.6% | REDUCED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 233,018 | $52.2 million | 0.4% | REDUCED | — | 1Y — 5Y — |
UIPATH INC UIPATH INC · CL A · 90364P105 | LONG | 1,122,665 | $48.4 million | 0.4% | REDUCED | — | 1Y — 5Y — |
RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC · COM CL A · 76954A103 | LONG | 343,889 | $35.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC · COM CL A · 770700102 | LONG | 1,935,483 | $34.4 million | 0.3% | REDUCED | — | 1Y — 5Y — |
HASHICORP INC HASHICORP INC · COM CL A · 418100103 | LONG | 341,720 | $31.1 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
KNOWBE4 INC KNOWBE4 INC · CL A · 49926T104 | LONG | 1,250,113 | $28.7 million | 0.2% | INCREASED | — | 1Y — 5Y — |
INVESCO QQQ TR INVESCO QQQ TR · UNIT SER 1 · 46090E103 | LONG | 52,448 | $20.9 million | — | INCREASED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 249,948 | $20.0 million | 0.2% | INCREASED | — | 1Y — 5Y — |
BRAZE INC BRAZE INC · COM CL A · 10576N102 | LONG | 200,000 | $15.4 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 152,513 | $13.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
MELI KASZEK PIONEER CORP MELI KASZEK PIONEER CORP · CLASS A ORD · G5S74L106 | LONG | 1,000,194 | $11.6 million | — | INCREASED | — | 1Y — 5Y — |
CATALYST PARTNRS ACQUISITN C CATALYST PARTNRS ACQUISITN C · UNIT 99/99/9999 · G19550113 | LONG | 999,964 | $10.0 million | — | INCREASED | — | 1Y — 5Y — |
TOAST INC TOAST INC · CL A · 888787108 | LONG | 286,592 | $9.9 million | 0.1% | INCREASED | — | 1Y — 5Y — |
XOMETRY INC XOMETRY INC · CLASS A COM · 98423F109 | LONG | 134,974 | $6.9 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
TASKUS INC TASKUS INC · CLASS A COM · 87652V109 | LONG | 80,038 | $4.3 million | 0.0% | REDUCED | — | 1Y — 5Y — |