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BOSTON, MA · CIK 0001387322
Portfolio Value
$8.44B
Positions
38
New
6
Increased
11
Decreased
20
Sold Out
4
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $8.44B across 38 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). The top 10 positions account for 54.2% 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 | $766.55M | 9.08% | +21.6% |
| 2 | AVGOBROADCOM INC | $594.41M | 7.04% | +25.7% |
| 3 | APPAPPLOVIN CORP | $581.87M | 6.89% | -39.4% |
| 4 | CELESTICA INC | $548.25M | 6.50% | -29.8% |
| 5 | METAMETA PLATFORMS INC | $478.80M | 5.67% | +9.7% |
| 6 | NVDANVIDIA CORPORATION | $401.26M | 4.75% | -13.8% |
| 7 | DUOLDUOLINGO INC | $382.51M | 4.53% | -13.8% |
| 8 | CRMSALESFORCE INC | $276.36M | 3.27% | +264.5% |
| 9 | RBLXROBLOX CORP | $275.14M | 3.26% | +95.8% |
| 10 | GOOGLALPHABET INC | $270.82M | 3.21% | -40.3% |
| Stock | Value | Shares |
|---|---|---|
| RDDTREDDIT INC | $204.05M | 1,248,492 |
| TEAMATLASSIAN CORPORATION | $170.94M | 702,369 |
| AAPLAPPLE INC | $145.30M | 580,237 |
| TWLOTWILIO INC | $111.31M | 1,029,907 |
| ALKTALKAMI TECHNOLOGY INC | $78.88M | 2,150,440 |
| TTANSERVICETITAN INC | $4.11M | 40,000 |
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