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BOSTON, MA · CIK 0001387322
Portfolio Value
$6.73B
Positions
33
New
7
Increased
10
Decreased
16
Sold Out
12
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $6.73B across 33 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 61.9% 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 | NVDANVIDIA CORPORATION | $742.67M | 11.04% | +62.1% |
| 2 | AMZNAMAZON COM INC | $656.32M | 9.75% | +99.4% |
| 3 | METAMETA PLATFORMS INC | $625.99M | 9.30% | -6.0% |
| 4 | MSFTMICROSOFT CORP | $532.98M | 7.92% | +9.5% |
| 5 | NUNU HLDGS LTD | $298.31M | 4.43% | +0.8% |
| 6 | CRMSALESFORCE INC | $286.34M | 4.26% | New |
| 7 | DUOLDUOLINGO INC | $281.28M | 4.18% | +23.9% |
| 8 | DKNGDRAFTKINGS INC NEW | $280.58M | 4.17% | -18.7% |
| 9 | OKTAOKTA INC | $238.09M | 3.54% | -5.4% |
| 10 | HUBSHUBSPOT INC | $223.22M | 3.32% | -15.1% |
| Stock | Value | Shares |
|---|---|---|
| CRMSALESFORCE INC | $286.34M | 950,736 |
| APPAPPLOVIN CORP | $195.13M | 2,818,974 |
| MRVLMARVELL TECHNOLOGY INC | $181.56M | 2,561,493 |
| TOSTTOAST INC | $179.11M | 7,187,434 |
| MUMICRON TECHNOLOGY INC | $124.79M | 1,058,492 |
| COHRCOHERENT CORP | $123.75M | 2,041,374 |
| TSMTAIWAN SEMICONDUCTOR MFG LTD | $32.16M | 236,418 |
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