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BOSTON, MA · CIK 0001387322
Portfolio Value
$5.41B
Positions
39
New
6
Increased
14
Decreased
19
Sold Out
11
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $5.41B across 39 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). The top 10 positions account for 46.5% 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 | $406.77M | 7.51% | -0.1% |
| 2 | AMZNAMAZON COM INC | $404.46M | 7.47% | +11.6% |
| 3 | SHOPSHOPIFY INC | $242.25M | 4.47% | -0.1% |
| 4 | METAFACEBOOK INC | $235.51M | 4.35% | -0.1% |
| 5 | AYXEURALTERYX INC | $228.78M | 4.23% | +2.2% |
| 6 | WWAYFAIR INC | $219.63M | 4.06% | +39.5% |
| 7 | SMARGBPSMARTSHEET INC | $201.56M | 3.72% | +11.2% |
| 8 | AVLRUSDAVALARA INC | $197.25M | 3.64% | +4.3% |
| 9 | ZEN1EURZENDESK INC | $196.28M | 3.62% | +14.9% |
| 10 | TWLOTWILIO INC | $186.14M | 3.44% | -0.1% |
| Stock | Value | Shares |
|---|---|---|
| PLANUSDANAPLAN INC | $180.67M | 3,844,093 |
| MTCHEURMATCH GROUP INC | $130.50M | 1,826,631 |
| ESTCELASTIC N V | $87.64M | 1,064,367 |
| FIVNFIVE9 INC | $56.59M | 1,053,062 |
| DDOGDATADOG INC | $25.33M | 747,021 |
| PTONPELOTON INTERACTIVE INC | $15.06M | 600,000 |
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