← Whale Rock Capital portfolio

13F-HR/A filing

VALIDATED

Holdings period 2017-06-30 · Filed 2017-08-15 · Accession 0001387322-17-000016

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#IssuerClass / CUSIPKindSharesValue
1ALIBABA GROUP HLDG LTDSPONSORED ADS · 01609W102LONG755,112$106.4 million
2ALPHABET INCCAP STK CL A · 02079K305LONG89,684$83.4 million
3AMAZON COM INCCOM · 023135106LONG177,902$172.2 million
4APPIAN CORPCL A · 03782L101LONG244,993$4.4 million
5APPLE INCCOM · 037833100LONG422,086$60.8 million
6BOX INCCL A · 10316T104LONG1,775,308$32.4 million
7CEVA INCCOM · 157210105LONG468,040$21.3 million
8COGNEX CORPCOM · 192422103LONG200,982$17.1 million
9ELLIE MAE INCCOM · 28849P100LONG900,559$99.0 million
10FABRINETSHS · G3323L100LONG888,013$37.9 million
11META PLATFORMS INCCL A · 30303M102LONG518,215$78.2 million
12FIVE9 INCCOM · 338307101LONG989,592$21.3 million
13INSTRUCTURE INCCOM · 45781U103LONG1,418,086$41.8 million
14LAM RESEARCH CORPCOM · 512807108LONG401,339$56.8 million
15LUMENTUM HLDGS INCCOM · 55024U109LONG855,120$48.8 million
16MACOM TECH SOLUTIONS HLDGS ICOM · 55405Y100LONG307,247$17.1 million
17MERCADOLIBRE INCCOM · 58733R102LONG186,161$46.7 million
18MONOLITHIC PWR SYS INCCOM · 609839105LONG248,254$23.9 million
19NETEASE INCSPONSORED ADR · 64110W102LONG208,815$62.8 million
20NETFLIX INCCOM · 64110L106LONG309,753$46.3 million
21OKTA INCCL A · 679295105LONG94,952$2.2 million
22PEGASYSTEMS INCCOM · 705573103LONG1,031,758$60.2 million
23RINGCENTRAL INCCL A · 76680R206LONG1,079,356$39.5 million
24SCIENTIFIC GAMES CORPCL A · 80874P109LONG1,414,907$36.9 million
25SHOPIFY INCCL A · 82509L107LONG961,030$83.5 million
26STAMPS COM INCCOM NEW · 852857200LONG140,715$21.8 million
27TESLA INCCOM · 88160R101LONG184,178$66.6 million
28ZENDESK INCCOM · 98936J101LONG1,453,503$40.4 million