Q4 2024 · 13F-HR
Whale Rock Capital Management LLCholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001117
$8.44B
Reported value
38
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $766.6M | 9.08% | 3,494,020 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $594.4M | 7.04% | 2,563,881 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $581.9M | 6.89% | 1,796,826 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $548.3M | 6.50% | 5,939,918 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $478.8M | 5.67% | 817,752 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $401.3M | 4.75% | 2,987,988 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $382.5M | 4.53% | 1,179,755 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $276.4M | 3.27% | 826,614 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $275.1M | 3.26% | 4,755,213 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $270.8M | 3.21% | 1,430,638 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $264.8M | 3.14% | 7,263,710 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $247.0M | 2.93% | 1,214,679 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $229.9M | 2.72% | 1,071,565 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $228.8M | 2.71% | 22,084,794 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $204.1M | 2.42% | 1,248,492 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $202.0M | 2.39% | 3,266,202 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $201.0M | 2.38% | 2,121,545 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $185.0M | 2.19% | 4,971,886 | Common | SOLE |
| G3323L100 | FN | FABRINET | $184.7M | 2.19% | 839,777 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $170.9M | 2.03% | 702,369 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $159.5M | 1.89% | 3,868,451 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $153.2M | 1.82% | 6,971,033 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $152.3M | 1.80% | 89,583 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $150.7M | 1.79% | 452,351 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $145.3M | 1.72% | 580,237 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $135.6M | 1.61% | 1,193,773 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $132.9M | 1.57% | 1,370,266 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $126.3M | 1.50% | 181,328 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $111.3M | 1.32% | 1,029,907 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $93.0M | 1.10% | 394,928 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $82.9M | 0.98% | 242,400 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $78.9M | 0.93% | 2,150,440 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $64.1M | 0.76% | 813,701 | Common | SOLE |
| 226718104 | CRTO | CRITEO S A | $54.8M | 0.65% | 1,385,258 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $49.3M | 0.58% | 249,873 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $40.7M | 0.48% | 1,906,125 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $10.5M | 0.12% | 24,795 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $4.1M | 0.05% | 40,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.