← Whale Rock Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2025-03-31 · Filed 2025-05-15 · Accession 0001172661-25-002342
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 1,733,266 | $268.0 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 2,523,296 | $480.1 million |
| 3 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 1,839,128 | $487.3 million |
| 4 | BLOOM ENERGY CORP | COM CL A · 093712107 | LONG | 3,954,534 | $77.7 million |
| 5 | BROADCOM INC | COM · 11135F101 | LONG | 1,435,925 | $240.4 million |
| 6 | CARVANA CO | CL A · 146869102 | LONG | 1,150,650 | $240.6 million |
| 7 | CELESTICA INC | COM · 15101Q207 | LONG | 6,866,214 | $541.1 million |
| 8 | COHERENT CORP | COM · 19247G107 | LONG | 444,433 | $28.9 million |
| 9 | COMPASS INC | CL A · 20464U100 | LONG | 3,757,979 | $32.8 million |
| 10 | DRAFTKINGS INC NEW | COM CL A · 26142V105 | LONG | 6,101,961 | $202.6 million |
| 11 | DUOLINGO INC | CL A COM · 26603R106 | LONG | 907,049 | $281.7 million |
| 12 | FABRINET | SHS · G3323L100 | LONG | 1,288,145 | $254.4 million |
| 13 | HEWLETT PACKARD ENTERPRISE C | COM · 42824C109 | LONG | 1,908,017 | $29.4 million |
| 14 | HUBSPOT INC | COM · 443573100 | LONG | 181,328 | $103.6 million |
| 15 | IMPINJ INC | COM · 453204109 | LONG | 1,231,916 | $111.7 million |
| 16 | KLAVIYO INC | COM SER A · 49845K101 | LONG | 4,329,749 | $131.0 million |
| 17 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 46,637 | $91.0 million |
| 18 | META PLATFORMS INC | CL A · 30303M102 | LONG | 678,058 | $390.8 million |
| 19 | MICROSOFT CORP | COM · 594918104 | LONG | 537,431 | $201.7 million |
| 20 | MONDAY COM LTD | SHS · M7S64H106 | LONG | 192,204 | $46.7 million |
| 21 | MONGODB INC | CL A · 60937P106 | LONG | 412,974 | $72.4 million |
| 22 | MONOLITHIC PWR SYS INC | COM · 609839105 | LONG | 50,150 | $29.1 million |
| 23 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 24,461,170 | $250.5 million |
| 24 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 1,858,861 | $201.5 million |
| 25 | OKTA INC | CL A · 679295105 | LONG | 2,543,104 | $267.6 million |
| 26 | PINDUODUO INC | SPONSORED ADS · 722304102 | LONG | 199,016 | $23.6 million |
| 27 | ROBLOX CORP | CL A · 771049103 | LONG | 4,185,392 | $244.0 million |
| 28 | SEMTECH CORP | COM · 816850101 | LONG | 3,954,112 | $136.0 million |
| 29 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 524,453 | $87.1 million |
| 30 | TOAST INC | CL A · 888787108 | LONG | 1,398,509 | $46.4 million |
| 31 | VERTIV HOLDINGS CO | COM CL A · 92537N108 | LONG | 1,163,606 | $84.0 million |
| 32 | WIX COM LTD | SHS · M98068105 | LONG | 487,032 | $79.6 million |