Loading...
Loading...
BOSTON, MA · CIK 0001387322
New positions
8
Added to
14
Trimmed
13
Exited
11
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $7.13B across 36 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 54.1% 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 | AMZNAMAZON COM INC | $535.22M | 7.51% | +18.0% |
| 2 | CELESTICA INC | $432.85M | 6.07% | +13.0% |
| 3 | METAMETA PLATFORMS INC | $426.70M | 5.98% | -11.1% |
| 4 | NVDANVIDIA CORPORATION | $420.79M | 5.90% | -28.9% |
| 5 | GOOGLALPHABET INC | $397.76M | 5.58% | -19.3% |
| 6 | APPAPPLOVIN CORP | $387.15M | 5.43% | -7.6% |
| 7 | DUOLDUOLINGO INC | $386.02M | 5.41% | -3.7% |
| 8 | AVGOBROADCOM INC | $351.83M | 4.93% | +1176.8% |
| 9 | NUNU HLDGS LTD | $307.35M | 4.31% | -7.9% |
| 10 | COHRCOHERENT CORP | $210.18M | 2.95% | -5.9% |
| Stock | Value | Shares |
|---|---|---|
| CVNACARVANA CO | $162.95M | 935,919 |
| VRTVERTIV HOLDINGS CO | $110.52M | 1,110,834 |
| RBLXROBLOX CORP | $107.49M | 2,428,625 |
| CRWDCROWDSTRIKE HLDGS INC | $69.28M | 247,014 |
| CRMSALESFORCE INC | $62.07M | 226,765 |
| NWSANEWS CORP NEW | $44.59M | 1,674,250 |
| SMTCSEMTECH CORP | $32.13M | 703,600 |
| AAOIAPPLIED OPTOELECTRONICS INC | $16.15M | 1,128,238 |
Get alerts when Whale Rock Capital Management LLC files new 13F holdings.