News + Filings Transactions Holdings
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Whale Rock Capital Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Meta Platforms, Inc.
| FB | Common | 1,736,880 | 1,248,556 | 498,449,822,000 | 439,684,912,000 | 8.59 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 1,287,489 | 1,116,545 | 438,441,504,000 | 397,445,714,000 | 7.56 | 0.02 |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 969,028 | 204,909 | 409,918,225,000 | 298,249,874,000 | 7.07 | 0.04 |
Hist
| 06/30/2023 |
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Fortinet, Inc.
| FTNT | COM | 2,607,518 | 2,237,601 | 197,102,286,000 | 179,017,044,000 | 3.40 | 0.33 |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 842,769 | 339,788 | 215,335,907,000 | 145,149,938,000 | 3.71 | 0.28 |
Hist
| 06/30/2023 |
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Nu Holdings Ltd.
| NU | COM | 24,293,336 | 3,536,840 | 191,674,421,000 | 107,195,482,000 | 3.30 | |
Hist
| 06/30/2023 |
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monday.com Ltd.
| MNDY | Equities | 821,666 | 513,191 | 140,685,653,000 | 103,051,703,000 | 2.43 | |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | Common | 1,173,592 | 680,399 | 133,683,865,000 | 101,739,754,000 | 2.30 | 0.07 |
Hist
| 06/30/2023 |
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Datadog, Inc.
| DDOG | Common | 1,131,999 | 742,027 | 111,366,062,000 | 82,703,120,000 | 1.92 | |
Hist
| 06/30/2023 |
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Toast, Inc.
| TOST | Common | 4,942,583 | 2,146,548 | 111,554,098,000 | 61,141,587,000 | 1.92 | |
Hist
| 06/30/2023 |
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ON SEMICONDUCTOR CORP
| ON | Common | 1,802,292 | 42,804 | 170,460,777,000 | 60,721,510,000 | 2.94 | |
Hist
| 06/30/2023 |
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MONOLITHIC POWER SYSTEMS INC
| MPWR | Common | 131,516 | 78,599 | 71,048,889,000 | 52,336,909,000 | 1.22 | 0.28 |
Hist
| 06/30/2023 |
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Arista Networks, Inc.
| ANET | Common | 705,119 | 134,541 | 114,271,585,000 | 45,031,945,000 | 1.97 | |
Hist
| 06/30/2023 |
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PDD Holdings Inc.
| PDD | SPONSORED ADS | 841,942 | 180,084 | 58,211,870,000 | 4,237,350,000 | 1.00 | |
Hist
| 06/30/2023 |
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