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BOSTON, MA · CIK 0001387322
New positions
20
Added to
13
Trimmed
32
Exited
11
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $15.23B across 72 positions in their Q3 2021 SEC 13F filing (period ending 2021-09-30). The top 10 positions account for 45.4% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | BILLBILL COM HLDGS INC | $940.83M | 6.18% | -3.1% |
| 2 | GOOGLALPHABET INC | $823.90M | 5.41% | +15.1% |
| 3 | TSLATESLA INC | $777.89M | 5.11% | +14.9% |
| 4 | AMZNAMAZON COM INC | $741.38M | 4.87% | -7.2% |
| 5 | CRWDCROWDSTRIKE HLDGS INC | $722.67M | 4.74% | -0.3% |
| 6 | SHOPSHOPIFY INC | $656.13M | 4.31% | -10.9% |
| 7 | MDBMONGODB INC | $596.52M | 3.92% | - |
| 8 | DASHDOORDASH INC | $566.08M | 3.72% | -0.3% |
| 9 | HUBSHUBSPOT INC | $549.17M | 3.60% | +32.5% |
| 10 | DDOGDATADOG INC | $548.93M | 3.60% | - |
| Stock | Value | Shares |
|---|---|---|
| UPSTUPSTART HLDGS INC | $262.64M | 829,995 |
| DOCNDIGITALOCEAN HLDGS INC | $224.85M | 2,896,393 |
| HOODROBINHOOD MKTS INC | $195.76M | 4,651,998 |
| ENVXENOVIX CORPORATION | $135.53M | 7,174,862 |
| THCHTHOUGHTWORKS HOLDING INC | $106.98M | 3,726,395 |
| TWKSEURTHOUGHTWORKS HOLDING INC | $106.98M | 3,726,395 |
| DUOLDUOLINGO INC | $97.22M | 584,415 |
| CCCCCC INTELLIGENT SOLUTIONS HL | $70.81M | 6,737,374 |
| CCIVGBPLUCID GROUP INC | $37.36M | 1,472,150 |
| VTEXVTEX | $30.80M | 1,497,398 |
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