HoldingsChannel.com
Whale Rock Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMAZON COM INC 286,490 +118,500 $558,575
     AMZN286,490+118,500$558,575
MICROSOFT CORP 3,233,699 +949,362 $509,987
     MSFT3,233,699+949,362$509,987
TESLA INC 604,748 +275,769 $316,888
     TSLA604,748+275,769$316,888
SHOPIFY INC 754,458 +49,374 $314,556
     SHOP754,458+49,374$314,556
ZOOM VIDEO COMMUNICATIONS IN 2,061,352 +2,061,352 $301,205
     ZM2,061,352+2,061,352$301,205
FORTINET INC 2,906,095 +936,677 $294,010
     FTNT2,906,095+936,677$294,010
SERVICENOW INC 827,034 +37,527 $237,011
     NOW827,034+37,527$237,011
DATADOG INC 6,479,221 +3,442,267 $233,122
     DDOG6,479,221+3,442,267$233,122
SMARTSHEET INC 5,611,098 +18,182 $232,917
     SMAR5,611,098+18,182$232,917
OKTA INC 1,867,376 -1,451 $228,305
     OKTA1,867,376-1,451$228,305
COUPA SOFTWARE INC 1,394,241 -1,744,931 $194,817
     COUP1,394,241-1,744,931$194,817
ALPHABET INC 163,132 +18,857 $189,551
     GOOGL163,132+18,857$189,551
CROWDSTRIKE HLDGS INC 3,211,084 +2,216,592 $178,793
     CRWD3,211,084+2,216,592$178,793
ZENDESK INC 2,772,234 +79,973 $177,451
     ZEN2,772,234+79,973$177,451
DOCUSIGN INC 1,849,972 +1,849,972 $170,937
     DOCU1,849,972+1,849,972$170,937
MONGODB INC 1,181,017 -803 $161,256
     MDB1,181,017-803$161,256
AVALARA INC 2,144,177 +79,860 $159,956
     AVLR2,144,177+79,860$159,956
JD COM INC 3,595,521 +3,595,521 $145,619
     JD3,595,521+3,595,521$145,619
DISNEY WALT CO 1,457,014 -197,265 $140,748
     DIS1,457,014-197,265$140,748
ALIBABA GROUP HLDG LTD 723,030 -146,346 $140,615
     BABA723,030-146,346$140,615
INTEL CORP 2,464,327 +2,464,327 $133,369
     INTC2,464,327+2,464,327$133,369
FACEBOOK INC 777,405 -331,507 $129,671
     FB777,405-331,507$129,671
MICRON TECHNOLOGY INC 3,071,459 +3,071,459 $129,186
     MU3,071,459+3,071,459$129,186
MIMECAST LTD 3,538,667 -2,290 $124,915
     MIME3,538,667-2,290$124,915
ALTERYX INC 1,286,355 +26,190 $122,422
     AYX1,286,355+26,190$122,422
ZSCALER INC 2,007,788 +2,007,788 $122,194
     ZS2,007,788+2,007,788$122,194
LAM RESEARCH CORP 502,846 +502,846 $120,683
     LRCX502,846+502,846$120,683
CERIDIAN HCM HLDG INC 2,377,276 -239,545 $119,030
     CDAY2,377,276-239,545$119,030
ACTIVISION BLIZZARD INC 1,974,972 +1,974,972 $117,471
     ATVI1,974,972+1,974,972$117,471
NVIDIA CORP 441,595 +441,595 $116,404
     NVDA441,595+441,595$116,404
CARVANA CO 1,983,209 -80,802 $109,255
     CVNA1,983,209-80,802$109,255
TAIWAN SEMICONDUCTOR MFG LTD 2,272,727 -359,896 $108,614
     TSM2,272,727-359,896$108,614
APPLE INC 412,184 +412,184 $104,814
     AAPL412,184+412,184$104,814
CLOUDFLARE INC 4,368,813 +4,368,813 $102,580
     NET4,368,813+4,368,813$102,580
TWILIO INC 931,356 -1,381 $83,347
     TWLO931,356-1,381$83,347
KULICKE & SOFFA INDS INC 3,958,418 +526,019 $82,612
     KLIC3,958,418+526,019$82,612
FIVE9 INC 1,063,010 +306,928 $81,278
     FIVN1,063,010+306,928$81,278
SEA LTD 1,807,148 +1,807,148 $80,075
     SE1,807,148+1,807,148$80,075
MONOLITHIC PWR SYS INC 457,933 +58,762 $76,685
     MPWR457,933+58,762$76,685
WAYFAIR INC 1,275,912 -103,722 $68,185
     W1,275,912-103,722$68,185
BILL COM HLDGS INC 1,616,464 +1,496,464 $55,283
     BILL1,616,464+1,496,464$55,283
PELOTON INTERACTIVE INC 1,954,977 +1,954,977 $51,905
     PTON1,954,977+1,954,977$51,905
RINGCENTRAL INC 239,736 +239,736 $50,802
     RNG239,736+239,736$50,802
FASTLY INC 2,550,860 +594,148 $48,415
     FSLY2,550,860+594,148$48,415
ANAPLAN INC 1,333,141 +259,594 $40,341
     PLAN1,333,141+259,594$40,341
MAXIM INTEGRATED PRODS INC 572,873 +572,873 $27,847
     MXIM572,873+572,873$27,847
STONECO LTD 1,089,620 -1,758,240 $23,721
     STNE1,089,620-1,758,240$23,721
CARDLYTICS INC 388,319 +388,319 $13,576
     CDLX388,319+388,319$13,576

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 03/31/2020: $7,337,220
At 12/31/2019: $5,890,817

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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