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BOSTON, MA · CIK 0001387322
Portfolio Value
$1.43B
Positions
29
New
11
Increased
8
Decreased
10
Sold Out
12
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $1.43B across 29 positions in their Q2 2017 SEC 13F filing (period ending 2017-06-30). The top 10 positions account for 61.0% of the portfolio.
Top 29 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $172.21M | 12.04% | +7.7% |
| 2 | BABAALIBABA GROUP HLDG LTD | $106.39M | 7.44% | +94.1% |
| 3 | ELLIE MAE INC | $98.98M | 6.92% | -9.4% |
| 4 | SHOPSHOPIFY INC | $83.51M | 5.84% | -7.6% |
| 5 | GOOGLALPHABET INC | $83.38M | 5.83% | +0.7% |
| 6 | METAFACEBOOK INC | $78.24M | 5.47% | -24.1% |
| 7 | TSLATESLA INC | $66.60M | 4.66% | New |
| 8 | NTESNETEASE INC | $62.78M | 4.39% | -40.5% |
| 9 | AAPLAPPLE INC | $60.79M | 4.25% | -35.1% |
| 10 | PEGAPEGASYSTEMS INC | $60.20M | 4.21% | +4.2% |
| Stock | Value | Shares |
|---|---|---|
| TSLATESLA INC | $66.60M | 184,178 |
| RNGRINGCENTRAL INC | $39.45M | 1,079,356 |
| LNWOSCIENTIFIC GAMES CORP | $36.93M | 1,414,907 |
| BOXBOX INC | $32.38M | 1,775,308 |
| STMPSTAMPS COM INC | $21.79M | 140,715 |
| FIVNFIVE9 INC | $21.30M | 989,592 |
| CEVACEVA INC | $21.27M | 468,040 |
| MTSIMACOM TECH SOLUTIONS HLDGS I | $17.14M | 307,247 |
| CGNXCOGNEX CORP | $17.06M | 200,982 |
| APPNAPPIAN CORP | $4.45M | 244,993 |
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