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BOSTON, MA · CIK 0001387322
Portfolio Value
$8.07B
Positions
50
New
19
Increased
3
Decreased
25
Sold Out
20
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $8.07B across 50 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). The top 10 positions account for 49.1% 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 | AMZNAMAZON COM INC | $858.32M | 10.64% | +42.0% |
| 2 | GOOGLALPHABET INC | $510.06M | 6.32% | -43.9% |
| 3 | CRWDCROWDSTRIKE HLDGS INC | $418.00M | 5.18% | -39.8% |
| 4 | MSFTMICROSOFT CORP | $414.93M | 5.14% | -11.2% |
| 5 | MPWRMONOLITHIC PWR SYS INC | $368.89M | 4.57% | New |
| 6 | ANETEURARISTA NETWORKS INC | $317.42M | 3.93% | New |
| 7 | MRVLMARVELL TECHNOLOGY INC | $274.90M | 3.41% | New |
| 8 | ORCLORACLE CORP | $269.68M | 3.34% | New |
| 9 | DDOGDATADOG INC | $265.97M | 3.30% | New |
| 10 | PANWPALO ALTO NETWORKS INC | $265.11M | 3.29% | New |
| Stock | Value | Shares |
|---|---|---|
| MPWRMONOLITHIC PWR SYS INC | $368.89M | 759,534 |
| ANETEURARISTA NETWORKS INC | $317.42M | 2,283,896 |
| MRVLMARVELL TECHNOLOGY INC | $274.90M | 3,833,448 |
| ORCLORACLE CORP | $269.68M | 3,259,764 |
| DDOGDATADOG INC | $265.97M | 1,755,907 |
| PANWPALO ALTO NETWORKS INC | $265.11M | 425,869 |
| SPLKCHFSPLUNK INC | $242.31M | 1,630,541 |
| WDAYWORKDAY INC | $239.87M | 1,001,707 |
| JNPJUNIPER NETWORKS INC | $221.74M | 5,967,181 |
| CHKPCHECK POINT SOFTWARE TECH LT | $210.05M | 1,519,263 |
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