Whale Rock Capital Management LLC 13F Holdings

CIK 0001387322

As of Sep 30, 2025, Whale Rock Capital Management LLC reported 36 positions worth $8.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CELESTICA INCCLSTechnology2,993,335$737.5M8.68%
APPLOVIN CORPAPPTechnology971,404$698.0M8.22%
NVIDIA CORPNVDATechnology3,186,551$594.5M7.00%
META PLATFORMS INCMETACommunication Services729,822$536.0M6.31%
ROBLOX CORPRBLXCommunication Services3,719,580$515.2M6.07%
BROADCOM INCAVGOTechnology1,430,911$472.1M5.56%
BLOOM ENERGY CORPBEIndustrials4,680,973$395.9M4.66%
AMAZON.COM INCAMZNEquity1,447,575$317.8M3.74%
ALPHABET INCGOOGLEquity1,170,283$284.5M3.35%
DUOLINGO INCDUOLTechnology868,169$279.4M3.29%
NETFLIX INCNFLXCommunication Services230,719$276.6M3.26%
SEMTECH CORPSMTCTechnology3,504,965$250.4M2.95%
FABRINETFNTechnology682,000$248.7M2.93%
IMPINJ INCPITechnology1,224,585$221.3M2.61%
CORNING INCGLWTechnology2,622,286$215.1M2.53%
CARVANA COCVNAConsumer Cyclical567,711$214.2M2.52%
SEA LTDSEConsumer Cyclical1,160,795$207.5M2.44%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology726,803$203.0M2.39%
NU HOLDINGS LTDNUFinancial Services12,418,659 98.8M2.34%
CIENA CORPCIENTechnology1,337,800 94.9M2.29%
MONGODB INCMDBTechnology552,100 71.4M2.02%
MICROSOFT CORPMSFTTechnology300,509 55.6M1.83%
SITIME CORPSITMTechnology480,501 44.8M1.70%
MERCADOLIBRE INCMELIConsumer Cyclical60,940 42.4M1.68%
JFROG LTDFROGTechnology2,908,397 37.7M1.62%