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BOSTON, MA · CIK 0001387322
Portfolio Value
$8.49B
Positions
36
New
2
Increased
13
Decreased
16
Sold Out
8
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $8.49B across 36 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). The top 10 positions account for 56.9% 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 | CELESTICA INC | $737.50M | 8.68% | -35.5% |
| 2 | APPAPPLOVIN CORP | $697.99M | 8.22% | -20.7% |
| 3 | NVDANVIDIA CORPORATION | $594.55M | 7.00% | -11.3% |
| 4 | METAMETA PLATFORMS INC | $535.97M | 6.31% | +17.3% |
| 5 | RBLXROBLOX CORP | $515.24M | 6.07% | +8.4% |
| 6 | AVGOBROADCOM INC | $472.07M | 5.56% | -12.6% |
| 7 | BEBLOOM ENERGY CORP | $395.87M | 4.66% | +130.5% |
| 8 | AMZNAMAZON COM INC | $317.84M | 3.74% | -9.1% |
| 9 | GOOGLALPHABET INC | $284.50M | 3.35% | New |
| 10 | DUOLDUOLINGO INC | $279.41M | 3.29% | +77.6% |
| Stock | Value | Shares |
|---|---|---|
| GOOGLALPHABET INC | $284.50M | 1,170,283 |
| SHOPSHOPIFY INC | $113.76M | 765,466 |
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