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BOSTON, MA · CIK 0001387322
Portfolio Value
$3.37B
Positions
34
New
10
Increased
10
Decreased
14
Sold Out
26
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $3.37B across 34 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). The top 10 positions account for 60.3% 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 | MSFTMICROSOFT CORP | $369.80M | 10.98% | +7.0% |
| 2 | MPWRMONOLITHIC PWR SYS INC | $279.99M | 8.32% | -4.0% |
| 3 | INTUINTUIT | $264.16M | 7.85% | +308.0% |
| 4 | SPLKCHFSPLUNK INC | $243.10M | 7.22% | +68.5% |
| 5 | AMZNAMAZON COM INC | $208.99M | 6.21% | +647.3% |
| 6 | ORCLORACLE CORP | $146.42M | 4.35% | -35.7% |
| 7 | PANWPALO ALTO NETWORKS INC | $132.71M | 3.94% | -36.9% |
| 8 | PPURE STORAGE INC | $131.13M | 3.89% | -5.6% |
| 9 | MDBMONGODB INC | $130.86M | 3.89% | +2.2% |
| 10 | CRWDCROWDSTRIKE HLDGS INC | $124.78M | 3.71% | -59.8% |
| Stock | Value | Shares |
|---|---|---|
| TMUST-MOBILE US INC | $95.61M | 710,648 |
| BEKEKE HLDGS INC | $92.54M | 5,155,342 |
| LITELUMENTUM HLDGS INC | $68.55M | 863,115 |
| CRMSALESFORCE INC | $61.59M | 373,191 |
| IBMINTERNATIONAL BUSINESS MACHS | $59.77M | 423,363 |
| PGYPAGAYA TECHNOLOGIES LTD | $48.66M | 11,641,149 |
| ZSZSCALER INC | $47.69M | 318,942 |
| BZKANZHUN LIMITED | $39.27M | 1,494,338 |
| PCORPROCORE TECHNOLOGIES INC | $26.89M | 592,421 |
| ESTCELASTIC N V | $18.67M | 275,912 |
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