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BOSTON, MA · CIK 0001387322
New positions
5
Added to
12
Trimmed
14
Exited
11
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $5.76B across 32 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 60.1% 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 | CELESTICA INC | $541.13M | 9.39% | +15.6% |
| 2 | APPAPPLOVIN CORP | $487.31M | 8.46% | +2.4% |
| 3 | AMZNAMAZON COM INC | $480.08M | 8.33% | -27.8% |
| 4 | METAMETA PLATFORMS INC | $390.81M | 6.78% | -17.1% |
| 5 | DUOLDUOLINGO INC | $281.67M | 4.89% | -23.1% |
| 6 | GOOGLALPHABET INC | $268.03M | 4.65% | +21.2% |
| 7 | OKTAOKTA INC | $267.59M | 4.64% | +212.5% |
| 8 | FNFABRINET | $254.42M | 4.41% | +53.4% |
| 9 | NUNU HLDGS LTD | $250.48M | 4.35% | +10.8% |
| 10 | RBLXROBLOX CORP | $243.97M | 4.23% | -12.0% |
| Stock | Value | Shares |
|---|---|---|
| PIIMPINJ INC | $111.73M | 1,231,916 |
| BEBLOOM ENERGY CORP | $77.75M | 3,954,534 |
| MDBMONGODB INC | $72.44M | 412,974 |
| COMPCOMPASS INC | $32.81M | 3,757,979 |
| MPWRMONOLITHIC PWR SYS INC | $29.09M | 50,150 |
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