← Whale Rock Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2022-03-31 · Filed 2022-05-16 · Accession 0001387322-22-000007

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#IssuerClass / CUSIPKindSharesValue
1ADVANCED MICRO DEVICES INCCOM · 007903107LONG747,716$81.8 million
2ALPHABET INCCAP STK CL A · 02079K305LONG183,385$510.1 million
3ALTERYX INCCOM CL A · 02156B103LONG224,244$16.0 million
4AMAZON COM INCCOM · 023135106LONG263,293$858.3 million
5AMPLITUDE INCCOM CL A · 03213A104LONG63,006$1.2 million
6ARISTA NETWORKS INCCOM · 040413106LONG2,283,896$317.4 million
7ASML HLDG NVN Y REGISTRY SHS · N07059210LONG287,183$191.8 million
8BILL COM HLDGS INCCOM · 090043100LONG884,367$200.6 million
9BRAZE INCCOM CL A · 10576N102LONG200,000$8.3 million
10BROADCOM INCCOM · 11135F101LONG191,441$120.5 million
11CALIX INCCOM · 13100M509LONG887,366$38.1 million
12CCC INTELLIGENT SOLUTIONS HLCOM · 12510Q100LONG4,590,182$50.7 million
13CHECK POINT SOFTWARE TECH LTORD · M22465104LONG1,519,263$210.1 million
14COINBASE GLOBAL INCCOM CL A · 19260Q107LONG393,693$74.7 million
15CONFLUENT INCCLASS A COM · 20717M103LONG1,791,081$73.4 million
16CROWDSTRIKE HLDGS INCCL A · 22788C105LONG1,840,741$418.0 million
17DATADOG INCCL A COM · 23804L103LONG1,755,907$266.0 million
18DOORDASH INCCL A · 25809K105LONG409,295$48.0 million
19DOXIMITY INCCL A · 26622P107LONG805,973$42.0 million
20DUCK CREEK TECHNOLOGIES INCSHS · 264120106LONG1,794,390$39.7 million
21ENOVIX CORPORATIONCOM · 293594107LONG5,500,376$78.5 million
22FIVE9 INCCOM · 338307101LONG1,800,555$198.8 million
23FLYWIRE CORPORATIONCOM VTG · 302492103LONG2,852,543$87.2 million
24HASHICORP INCCOM CL A · 418100103LONG336,476$18.2 million
25HUBSPOT INCCOM · 443573100LONG251,591$119.5 million
26II-VI INCCOM · 902104108LONG1,757,972$127.4 million
27INTUITCOM · 461202103LONG167,989$80.8 million
28JUNIPER NETWORKS INCCOM · 48203R104LONG5,967,181$221.7 million
29KNOWBE4 INCCL A · 49926T104LONG2,000,590$46.1 million
30MARVELL TECHNOLOGY INCCOM · 573874104LONG3,833,448$274.9 million
31MICROSOFT CORPCOM · 594918104LONG1,345,816$414.9 million
32MONDAY COM LTDSHS · M7S64H106LONG270,741$42.8 million
33MONGODB INCCL A · 60937P106LONG493,588$219.0 million
34MONOLITHIC PWR SYS INCCOM · 609839105LONG759,534$368.9 million
35NU HLDGS LTDORD SHS CL A · G6683N103LONG24,948,324$192.6 million
36NVIDIA CORPORATIONCOM · 67066G104LONG345,441$94.3 million
37OKTA INCCL A · 679295105LONG233,018$35.2 million
38ORACLE CORPCOM · 68389X105LONG3,259,764$269.7 million
39PALO ALTO NETWORKS INCCOM · 697435105LONG425,869$265.1 million
40PURE STORAGE INCCL A · 74624M102LONG5,403,904$190.8 million
41SHOPIFY INCCL A · 82509L107LONG318,298$215.2 million
42SPLUNK INCCOM · 848637104LONG1,630,541$242.3 million
43SPROUT SOCIAL INCCOM CL A · 85209W109LONG246,706$19.8 million
44TESLA INCCOM · 88160R101LONG244,313$263.3 million
45THOUGHTWORKS HOLDING INCCOM · 88546E105LONG3,675,404$76.5 million
46TOAST INCCL A · 888787108LONG1,323,044$28.8 million
47UIPATH INCCL A · 90364P105LONG1,122,665$24.2 million
48WAYFAIR INCCL A · 94419L101LONG405,920$45.0 million
49WORKDAY INCCL A · 98138H101LONG1,001,707$239.9 million