← Whale Rock Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2025-12-31 · Filed 2026-02-17 · Accession 0001172661-26-001153
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 2,100,923 | $657.6 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 1,857,878 | $428.8 million |
| 3 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 808,356 | $544.7 million |
| 4 | BLOOM ENERGY CORP | COM CL A · 093712107 | LONG | 1,339,623 | $116.4 million |
| 5 | BROADCOM INC | COM · 11135F101 | LONG | 1,031,732 | $357.1 million |
| 6 | CARVANA CO | CL A · 146869102 | LONG | 1,070,802 | $451.9 million |
| 7 | CELESTICA INC | COM · 15101Q207 | LONG | 1,882,391 | $556.5 million |
| 8 | CHIME FINL INC | COM SHS CL A · 16935C109 | LONG | 10,572 | $266,097 |
| 9 | CIENA CORP | COM NEW · 171779309 | LONG | 893,483 | $209.0 million |
| 10 | COHERENT CORP | COM · 19247G107 | LONG | 1,094,757 | $202.1 million |
| 11 | CORNING INC | COM · 219350105 | LONG | 2,669,780 | $233.8 million |
| 12 | DUOLINGO INC | CL A COM · 26603R106 | LONG | 876,646 | $153.9 million |
| 13 | FABRINET | SHS · G3323L100 | LONG | 616,047 | $280.5 million |
| 14 | HEWLETT PACKARD ENTERPRISE C | COM · 42824C109 | LONG | 1,908,017 | $45.8 million |
| 15 | HUBSPOT INC | COM · 443573100 | LONG | 149,246 | $59.9 million |
| 16 | IMPINJ INC | COM · 453204109 | LONG | 887,272 | $154.4 million |
| 17 | JFROG LTD | ORD SHS · M6191J100 | LONG | 5,297,812 | $330.9 million |
| 18 | KLAVIYO INC | COM SER A · 49845K101 | LONG | 3,057,889 | $99.3 million |
| 19 | MACOM TECH SOLUTIONS HLDGS I | COM · 55405Y100 | LONG | 783,305 | $134.2 million |
| 20 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 98,175 | $197.7 million |
| 21 | META PLATFORMS INC | CL A · 30303M102 | LONG | 469,713 | $310.1 million |
| 22 | MONGODB INC | CL A · 60937P106 | LONG | 599,970 | $251.8 million |
| 23 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 10,755,918 | $180.1 million |
| 24 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 1,201,695 | $224.1 million |
| 25 | OKTA INC | CL A · 679295105 | LONG | 434,854 | $37.6 million |
| 26 | ROBLOX CORP | CL A · 771049103 | LONG | 4,105,113 | $332.6 million |
| 27 | SANDISK CORP | COM · 80004C200 | LONG | 1,003,566 | $238.2 million |
| 28 | SEMTECH CORP | COM · 816850101 | LONG | 3,901,469 | $287.5 million |
| 29 | SITIME CORP | COM · 82982T106 | LONG | 698,539 | $246.7 million |
| 30 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 592,941 | $180.2 million |
| 31 | TTM TECHNOLOGIES INC | COM · 87305R109 | LONG | 4,276,320 | $295.1 million |
| 32 | WEALTHFRONT CORP | COM · 947002101 | LONG | 1,600,000 | $21.7 million |