HoldingsChannel.com
Whale Rock Capital Management LLC Top Holdings
As of  03/31/2022, below is a summary of the Whale Rock Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Whale Rock Capital Management LLC. In the Whale Rock Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Whale Rock Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Whale Rock Capital Management LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
AMAZON COM INC 263,293 +77,876 $858,322
     AMZN263,293+77,876$858,322
ALPHABET INC 183,385 -143,264 $510,058
     GOOGL183,385-143,264$510,058
CROWDSTRIKE HLDGS INC 1,840,741 -1,216,455 $417,995
     CRWD1,840,741-1,216,455$417,995
MICROSOFT CORP 1,345,816 -169,119 $414,929
     MSFT1,345,816-169,119$414,929
MONOLITHIC PWR SYS INC 759,534 +759,534 $368,890
     MPWR759,534+759,534$368,890
ARISTA NETWORKS INC 2,283,896 +2,283,896 $317,416
     ANET2,283,896+2,283,896$317,416
MARVELL TECHNOLOGY INC 3,833,448 +3,833,448 $274,897
     MRVL3,833,448+3,833,448$274,897
ORACLE CORP 3,259,764 +3,259,764 $269,680
     ORCL3,259,764+3,259,764$269,680
DATADOG INC 1,755,907 +1,755,907 $265,967
     DDOG1,755,907+1,755,907$265,967
PALO ALTO NETWORKS INC 425,869 +425,869 $265,108
     PANW425,869+425,869$265,108
TESLA INC 244,313 -788,215 $263,272
     TSLA244,313-788,215$263,272
SPLUNK INC 1,630,541 +1,630,541 $242,315
     SPLK1,630,541+1,630,541$242,315
WORKDAY INC 1,001,707 +1,001,707 $239,869
     WDAY1,001,707+1,001,707$239,869
JUNIPER NETWORKS INC 5,967,181 +5,967,181 $221,740
     JNPR5,967,181+5,967,181$221,740
MONGODB INC 493,588 -178,466 $218,951
     MDB493,588-178,466$218,951
SHOPIFY INC 318,298 -157,269 $215,157
     SHOP318,298-157,269$215,157
CHECK POINT SOFTWARE TECH LT 1,519,263 +1,519,263 $210,053
     CHKP1,519,263+1,519,263$210,053
BILL COM HLDGS INC 884,367 -2,564,889 $200,566
     BILL884,367-2,564,889$200,566
FIVE9 INC 1,800,555 -646,447 $198,781
     FIVN1,800,555-646,447$198,781
NU HLDGS LTD 24,948,324 -2,256,093 $192,601
     NU24,948,324-2,256,093$192,601
ASML HOLDING N V 287,183 +287,183 $191,818
     ASML287,183+287,183$191,818
PURE STORAGE INC 5,403,904 +5,403,904 $190,812
     PSTG5,403,904+5,403,904$190,812
II VI INC 1,757,972 +1,757,972 $127,435
     IIVI1,757,972+1,757,972$127,435
BROADCOM INC 191,441 +191,441 $120,547
     AVGO191,441+191,441$120,547
HUBSPOT INC 251,591 -329,181 $119,491
     HUBS251,591-329,181$119,491
NVIDIA CORPORATION 345,441 -394,929 $94,257
     NVDA345,441-394,929$94,257
FLYWIRE CORPORATION 2,852,543 -177,435 $87,231
     FLYW2,852,543-177,435$87,231
ADVANCED MICRO DEVICES INC 747,716 -1,349,888 $81,755
     AMD747,716-1,349,888$81,755
INTUIT 167,989 +167,989 $80,776
     INTU167,989+167,989$80,776
ENOVIX CORPORATION 5,500,376 -1,667,509 $78,490
     ENVX5,500,376-1,667,509$78,490
THOUGHTWORKS HOLDING INC 3,675,404 -50,437 $76,485
     TWKS3,675,404-50,437$76,485
COINBASE GLOBAL INC 393,693 +393,693 $74,747
     COIN393,693+393,693$74,747
CONFLUENT INC 1,791,081 -1,034,939 $73,434
     CFLT1,791,081-1,034,939$73,434
CCC INTELLIGENT SOLUTIONS HL 4,590,182 -4,790,606 $50,676
     CCCS4,590,182-4,790,606$50,676
DOORDASH INC 409,295 -1,963,519 $47,965
     DASH409,295-1,963,519$47,965
KNOWBE4 INC 2,000,590 +750,477 $46,054
     KNBE2,000,590+750,477$46,054
WAYFAIR INC 405,920 -354,800 $44,968
     W405,920-354,800$44,968
MONDAY COM LTD 270,741 -936,801 $42,796
     MNDY270,741-936,801$42,796
DOXIMITY INC 805,973 -4,825,403 $41,983
     DOCS805,973-4,825,403$41,983
DUCK CREEK TECHNOLOGIES INC 1,794,390 -439,059 $39,692
     DCT1,794,390-439,059$39,692
CALIX INC 887,366 -1,342,318 $38,077
     CALX887,366-1,342,318$38,077
OKTA INC 233,018 UNCH $35,176
     OKTA233,018UNCH$35,176
TOAST INC 1,323,044 +1,036,452 $28,750
     TOST1,323,044+1,036,452$28,750
UIPATH INC 1,122,665 UNCH $24,238
     PATH1,122,665UNCH$24,238
SPROUT SOCIAL INC 246,706 +246,706 $19,766
     SPT246,706+246,706$19,766
HASHICORP INC 336,476 -5,244 $18,170
     HCP336,476-5,244$18,170
ALTERYX INC 224,244 +224,244 $16,040
     AYX224,244+224,244$16,040
BRAZE INC 200,000 UNCH $8,294
     BRZE200,000UNCH$8,294

See Full List: All Stocks Held By Whale Rock Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Whale Rock Capital Management LLC

Size ($ in 1000's)
At 03/31/2022: $8,067,651
At 12/31/2021: $11,832,240

Whale Rock Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Whale Rock Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Whale Rock Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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