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BOSTON, MA · CIK 0001387322
Portfolio Value
$5.84B
Positions
44
New
13
Increased
9
Decreased
21
Sold Out
8
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $5.84B across 44 positions in their Q2 2019 SEC 13F filing (period ending 2019-06-30). The top 10 positions account for 45.0% 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 | COUPEURCOUPA SOFTWARE INC | $397.77M | 6.81% | -11.3% |
| 2 | AMZNAMAZON COM INC | $395.34M | 6.77% | +11.4% |
| 3 | METAFACEBOOK INC | $255.44M | 4.37% | +8.0% |
| 4 | SMARGBPSMARTSHEET INC | $243.47M | 4.17% | +87.3% |
| 5 | SHOPSHOPIFY INC | $233.53M | 4.00% | -34.3% |
| 6 | OKTAOKTA INC | $231.05M | 3.96% | -17.6% |
| 7 | TWLOTWILIO INC | $230.98M | 3.95% | -0.0% |
| 8 | AYXEURALTERYX INC | $227.34M | 3.89% | +175.4% |
| 9 | ZEN1EURZENDESK INC | $208.62M | 3.57% | -0.0% |
| 10 | WWAYFAIR INC | $205.07M | 3.51% | +8.8% |
| Stock | Value | Shares |
|---|---|---|
| MRVLMARVELL TECHNOLOGY GROUP LTD | $204.89M | 8,583,481 |
| AVLRUSDAVALARA INC | $203.01M | 2,811,729 |
| MSFTMICROSOFT CORP | $130.79M | 976,342 |
| ZMZOOM VIDEO COMMUNICATIONS IN | $108.26M | 1,219,254 |
| SESEA LTD | $72.74M | 2,189,587 |
| CREE INC | $51.22M | 911,748 |
| CRWDCROWDSTRIKE HLDGS INC | $48.30M | 707,272 |
| KLICKULICKE & SOFFA INDS INC | $36.17M | 1,603,995 |
| WORKSLACK TECHNOLOGIES INC | $28.13M | 750,000 |
| RVLVREVOLVE GROUP INC | $7.78M | 225,574 |
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