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Whale Rock Capital Management Llc

13F Holdings
Filed: 2025-05-15
Portfolio Value
5.76B arrow_downward -31.71%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001387322
Filing Date
2025-05-15 16:13:36
Address
2 International Place, 24th Floor
Boston
MA
Prior Value
8.44B
Top 10 Holdings %
lock
Portfolio Value
Whale Rock Capital Management Llc
(13F - 2025-03-31)
Celestica Inc
CLS
2025-05-15
Value
541.13M
Shares
6.87M
Portfolio %
9.39%
Applovin Corp
APP
2025-05-15
Value
487.31M
Shares
1.84M
Portfolio %
8.46%
Amazon Com Inc
AMZN
2025-05-15
Value
480.08M
Shares
2.52M
Portfolio %
8.33%
Meta Platforms Inc
-
2025-05-15
Value
390.81M
Shares
678.06K
Portfolio %
6.78%
Duolingo Inc
-
2025-05-15
Value
281.67M
Shares
907.05K
Portfolio %
4.89%
Alphabet Inc
GOOG
2025-05-15
Value
268.03M
Shares
1.73M
Portfolio %
4.65%
Okta Inc
-
2025-05-15
Value
267.59M
Shares
2.54M
Portfolio %
4.64%
Fabrinet
FN
2025-05-15
Value
254.42M
Shares
1.29M
Portfolio %
4.41%
Nu Hldgs Ltd
-
2025-05-15
Value
250.48M
Shares
24.46M
Portfolio %
4.35%
Roblox Corp
RBLX
2025-05-15
Value
243.97M
Shares
4.19M
Portfolio %
4.23%
Top Increases | Whale Rock Capital Management Llc
(2024-12-31 → 2025-03-31)
Okta Inc
-
2025-05-15
Value Change
arrow_upward 203.47M
Shares
arrow_upward 1.73M
Portfolio % Change
arrow_upward 3.88%
Portfolio %
4.64%
Microsoft Corp
MSFT
2025-05-15
Value Change
arrow_upward 191.30M
Shares
arrow_upward 512.64K
Portfolio % Change
arrow_upward 3.38%
Portfolio %
3.50%
Celestica Inc
CLS
2025-05-15
Value Change
arrow_upward -7128106.00
Shares
arrow_upward 926.30K
Portfolio % Change
arrow_upward 2.89%
Portfolio %
9.39%
Fabrinet
FN
2025-05-15
Value Change
arrow_upward 69.77M
Shares
arrow_upward 448.37K
Portfolio % Change
arrow_upward 2.23%
Portfolio %
4.41%
Nu Hldgs Ltd
-
2025-05-15
Value Change
arrow_upward 21.68M
Shares
arrow_upward 2.38M
Portfolio % Change
arrow_upward 1.64%
Portfolio %
4.35%
Applovin Corp
APP
2025-05-15
Value Change
arrow_upward -94552418.00
Shares
arrow_upward 42.30K
Portfolio % Change
arrow_upward 1.56%
Portfolio %
8.46%
Alphabet Inc
GOOG
2025-05-15
Value Change
arrow_upward -2787519.00
Shares
arrow_upward 302.63K
Portfolio % Change
arrow_upward 1.44%
Portfolio %
4.65%
Draftkings Inc New
-
2025-05-15
Value Change
arrow_upward 17.69M
Shares
arrow_upward 1.13M
Portfolio % Change
arrow_upward 1.32%
Portfolio %
3.52%
Carvana Co
CVNA
2025-05-15
Value Change
arrow_upward -6439219.00
Shares
arrow_upward -64029.00
Portfolio % Change
arrow_upward 1.25%
Portfolio %
4.17%
Meta Platforms Inc
-
2025-05-15
Value Change
arrow_upward -87996465.00
Shares
arrow_upward -139694.00
Portfolio % Change
arrow_upward 1.11%
Portfolio %
6.78%
Top Decreases | Whale Rock Capital Management Llc
(2024-12-31 → 2025-03-31)
Semtech Corp
SMTC
2025-05-15
Value Change
arrow_downward -65993141.00
Shares
arrow_downward 687.91K
Portfolio % Change
arrow_downward 0.03%
Portfolio %
2.36%
Vertiv Holdings Co
VRT
2025-05-15
Value Change
arrow_downward -51612198.00
Shares
arrow_downward -30167.00
Portfolio % Change
arrow_downward 0.15%
Portfolio %
1.46%
Mercadolibre Inc
MELI
2025-05-15
Value Change
arrow_downward -61347793.00
Shares
arrow_downward -42946.00
Portfolio % Change
arrow_downward 0.23%
Portfolio %
1.58%
Monday Com Ltd
-
2025-05-15
Value Change
arrow_downward -46245523.00
Shares
arrow_downward -202724.00
Portfolio % Change
arrow_downward 0.29%
Portfolio %
0.81%
Amazon Com Inc
AMZN
2025-05-15
Value Change
arrow_downward -286470751.00
Shares
arrow_downward -970724.00
Portfolio % Change
arrow_downward 0.75%
Portfolio %
8.33%
Pdd Holdings Inc
PDD
2025-05-15
Value Change
arrow_downward -109348555.00
Shares
arrow_downward -1171250.00
Portfolio % Change
arrow_downward 1.17%
Portfolio %
0.41%
Nvidia Corporation
-
2025-05-15
Value Change
arrow_downward -199793554.00
Shares
arrow_downward -1129127.00
Portfolio % Change
arrow_downward 1.26%
Portfolio %
3.50%
Wix Com Ltd
-
2025-05-15
Value Change
arrow_downward -150332983.00
Shares
arrow_downward -584533.00
Portfolio % Change
arrow_downward 1.34%
Portfolio %
1.38%
Coherent Corp
COHR
2025-05-15
Value Change
arrow_downward -172112479.00
Shares
arrow_downward -1677112.00
Portfolio % Change
arrow_downward 1.88%
Portfolio %
0.50%
Toast Inc
-
2025-05-15
Value Change
arrow_downward -218373686.00
Shares
arrow_downward -5865201.00
Portfolio % Change
arrow_downward 2.33%
Portfolio %
0.80%
Whale Rock Capital Management Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Whale Rock Capital Management Llc
(2024-12-31 → 2025-03-31)
Impinj Inc
PI
2025-05-15
Value
add_circle 111.73M
Shares
1.23M
Portfolio %
1.94%
% Change
1.94%
Bloom Energy Corp
BE
2025-05-15
Value
add_circle 77.75M
Shares
3.95M
Portfolio %
1.35%
% Change
1.35%
Mongodb Inc
-
2025-05-15
Value
add_circle 72.44M
Shares
412.97K
Portfolio %
1.26%
% Change
1.26%
Compass Inc
-
2025-05-15
Value
add_circle 32.81M
Shares
3.76M
Portfolio %
0.57%
% Change
0.57%
Monolithic Pwr Sys Inc
-
2025-05-15
Value
add_circle 29.09M
Shares
50.15K
Portfolio %
0.50%
% Change
0.50%
Closed Positions | Whale Rock Capital Management Llc
(2024-12-31 → 2025-03-31)
Servicetitan Inc
-
2025-02-14
Value
remove_circle 4.11M
Shares
40.00K
Previous %
6.50%
% Change
-6.50%
Criteo S A
-
2025-02-14
Value
remove_circle 54.80M
Shares
1.39M
Previous %
6.50%
% Change
-6.50%
Alkami Technology Inc
-
2025-02-14
Value
remove_circle 78.88M
Shares
2.15M
Previous %
6.50%
% Change
-6.50%
Crowdstrike Hldgs Inc
-
2025-02-14
Value
remove_circle 82.94M
Shares
242.40K
Previous %
6.50%
% Change
-6.50%
Twilio Inc
-
2025-02-14
Value
remove_circle 111.31M
Shares
1.03M
Previous %
6.50%
% Change
-6.50%
Apple Inc
-
2025-02-14
Value
remove_circle 145.30M
Shares
580.24K
Previous %
6.50%
% Change
-6.50%
Cyberark Software Ltd
-
2025-02-14
Value
remove_circle 150.70M
Shares
452.35K
Previous %
6.50%
% Change
-6.50%
Coupang Inc
-
2025-02-14
Value
remove_circle 153.22M
Shares
6.97M
Previous %
6.50%
% Change
-6.50%
Atlassian Corporation
-
2025-02-14
Value
remove_circle 170.94M
Shares
702.37K
Previous %
6.50%
% Change
-6.50%
Reddit Inc
-
2025-02-14
Value
remove_circle 204.05M
Shares
1.25M
Previous %
6.50%
% Change
-6.50%