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BOSTON, MA · CIK 0001387322
Portfolio Value
$7.05B
Positions
39
New
15
Increased
9
Decreased
15
Sold Out
9
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $7.05B across 39 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 57.9% 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 | $602.15M | 8.54% | +493.0% |
| 2 | GOOGLALPHABET INC | $541.06M | 7.67% | New |
| 3 | MSFTMICROSOFT CORP | $486.54M | 6.90% | -14.1% |
| 4 | AMZNAMAZON COM INC | $470.43M | 6.67% | -33.1% |
| 5 | CELESTICA INC | $429.52M | 6.09% | New |
| 6 | METAMETA PLATFORMS INC | $422.89M | 5.99% | -34.9% |
| 7 | NUNU HLDGS LTD | $315.10M | 4.47% | -2.2% |
| 8 | DUOLDUOLINGO INC | $296.44M | 4.20% | +11.4% |
| 9 | APPAPPLOVIN CORP | $267.17M | 3.79% | +13.9% |
| 10 | AVGOBROADCOM INC | $256.48M | 3.64% | New |
| Stock | Value | Shares |
|---|---|---|
| GOOGLALPHABET INC | $541.06M | 2,970,421 |
| CELESTICA INC | $429.52M | 7,492,081 |
| AVGOBROADCOM INC | $256.48M | 159,746 |
| CPNGCOUPANG INC | $179.04M | 8,546,286 |
| PINSPINTEREST INC | $151.75M | 3,443,489 |
| QCOMQUALCOMM INC | $134.23M | 673,920 |
| AAPLAPPLE INC | $115.57M | 548,698 |
| HPEHEWLETT PACKARD ENTERPRISE C | $108.58M | 5,128,753 |
| WIXWIX COM LTD | $83.50M | 524,955 |
| MPWRMONOLITHIC PWR SYS INC | $80.62M | 98,110 |
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