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BOSTON, MA · CIK 0001387322
Portfolio Value
$5.55B
Positions
39
New
15
Increased
13
Decreased
11
Sold Out
4
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $5.55B across 39 positions in their Q1 2019 SEC 13F filing (period ending 2019-03-31). The top 10 positions account for 46.2% 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 | MDBMONGODB INC | $351.28M | 6.33% | -0.1% |
| 2 | AMZNAMAZON COM INC | $333.70M | 6.01% | -22.7% |
| 3 | COUPEURCOUPA SOFTWARE INC | $322.28M | 5.81% | +60.0% |
| 4 | SHOPSHOPIFY INC | $244.66M | 4.41% | +10.5% |
| 5 | DAYCERIDIAN HCM HLDG INC | $241.63M | 4.36% | +19.9% |
| 6 | NFLXNETFLIX INC | $238.59M | 4.30% | +3.1% |
| 7 | TWLOTWILIO INC | $218.86M | 3.94% | -31.2% |
| 8 | PYPLPAYPAL HLDGS INC | $206.29M | 3.72% | New |
| 9 | METAFACEBOOK INC | $204.20M | 3.68% | +6.4% |
| 10 | ZEN1EURZENDESK INC | $199.22M | 3.59% | +9.8% |
| Stock | Value | Shares |
|---|---|---|
| PYPLPAYPAL HLDGS INC | $206.29M | 1,986,633 |
| INTUINTUIT | $178.55M | 683,017 |
| NOWSERVICENOW INC | $176.13M | 714,541 |
| XLNXEURXILINX INC | $161.68M | 1,275,191 |
| ADIANALOG DEVICES INC | $152.68M | 1,450,326 |
| STNESTONECO LTD | $147.17M | 3,579,936 |
| ROKUROKU INC | $134.32M | 2,082,122 |
| MARMARRIOTT INTL INC NEW | $87.56M | 700,000 |
| FTCHQFARFETCH LTD | $79.48M | 2,953,741 |
| TTDTHE TRADE DESK INC | $65.16M | 329,178 |
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