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BOSTON, MA · CIK 0001387322
New positions
8
Added to
20
Trimmed
21
Exited
29
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $11.83B across 51 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). The top 10 positions account for 57.6% 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 | TSLATESLA INC | $1.09B | 9.22% | +2.9% |
| 2 | GOOGLALPHABET INC | $946.32M | 8.00% | +6.0% |
| 3 | BILLBILL COM HLDGS INC | $859.38M | 7.26% | -2.1% |
| 4 | SHOPSHOPIFY INC | $655.04M | 5.54% | -1.7% |
| 5 | CRWDCROWDSTRIKE HLDGS INC | $625.96M | 5.29% | +4.0% |
| 6 | AMZNAMAZON COM INC | $618.24M | 5.23% | -17.8% |
| 7 | METAMETA PLATFORMS INC | $584.67M | 4.94% | +9.1% |
| 8 | CVNACARVANA CO | $544.15M | 4.60% | +168.4% |
| 9 | MSFTMICROSOFT CORP | $509.50M | 4.31% | +6.3% |
| 10 | HUBSHUBSPOT INC | $382.82M | 3.24% | -28.5% |
| Stock | Value | Shares |
|---|---|---|
| AMDADVANCED MICRO DEVICES INC | $301.85M | 2,097,604 |
| NUNU HLDGS LTD | $255.18M | 27,204,417 |
| CALXCALIX INC | $178.31M | 2,229,684 |
| NETCLOUDFLARE INC | $148.65M | 1,130,399 |
| RIVNRIVIAN AUTOMOTIVE INC | $35.66M | 343,889 |
| HCP2EURHASHICORP INC | $31.11M | 341,720 |
| BRZEBRAZE INC | $15.43M | 200,000 |
| GTLBGITLAB INC | $13.27M | 152,513 |
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