HoldingsChannel.com
Whale Rock Capital Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
COUPA SOFTWARE INC 3,139,172 -233 $459,104
     COUP3,139,172-233$459,104
MICROSOFT CORP 2,284,337 +1,922,545 $360,240
     MSFT2,284,337+1,922,545$360,240
AMAZON COM INC 167,990 -65,005 $310,419
     AMZN167,990-65,005$310,419
SHOPIFY INC 705,084 -72,205 $280,327
     SHOP705,084-72,205$280,327
SMARTSHEET INC 5,592,916 -1,309 $251,234
     SMAR5,592,916-1,309$251,234
DISNEY WALT CO 1,654,279 +1,654,279 $239,258
     DIS1,654,279+1,654,279$239,258
FACEBOOK INC 1,108,912 -213,562 $227,604
     FB1,108,912-213,562$227,604
SERVICENOW INC 789,507 +75,689 $222,894
     NOW789,507+75,689$222,894
OKTA INC 1,868,827 -299 $215,607
     OKTA1,868,827-299$215,607
FORTINET INC 1,969,418 +1,969,418 $210,255
     FTNT1,969,418+1,969,418$210,255
ZENDESK INC 2,692,261 -862 $206,308
     ZEN2,692,261-862$206,308
ALPHABET INC 144,275 +23,072 $193,240
     GOOGL144,275+23,072$193,240
CARVANA CO 2,064,011 -400,044 $189,992
     CVNA2,064,011-400,044$189,992
ALIBABA GROUP HLDG LTD 869,376 +520,712 $184,395
     BABA869,376+520,712$184,395
CERIDIAN HCM HLDG INC 2,616,821 -747,889 $177,630
     CDAY2,616,821-747,889$177,630
MONGODB INC 1,181,820 -136 $155,539
     MDB1,181,820-136$155,539
MIMECAST LTD 3,540,957 -253,148 $153,607
     MIME3,540,957-253,148$153,607
TAIWAN SEMICONDUCTOR MFG LTD 2,632,623 +2,632,623 $152,955
     TSM2,632,623+2,632,623$152,955
AVALARA INC 2,064,317 -867,039 $151,211
     AVLR2,064,317-867,039$151,211
MATCH GROUP INC 1,830,834 +4,203 $150,330
     MTCH1,830,834+4,203$150,330
TESLA INC 328,979 +328,979 $137,622
     TSLA328,979+328,979$137,622
ALTERYX INC 1,260,165 -869,457 $126,105
     AYX1,260,165-869,457$126,105
WAYFAIR INC 1,379,634 -579,277 $124,678
     W1,379,634-579,277$124,678
DATADOG INC 3,036,954 +2,289,933 $114,736
     DDOG3,036,954+2,289,933$114,736
STONECO LTD 2,847,860 -510,873 $113,601
     STNE2,847,860-510,873$113,601
MARVELL TECHNOLOGY GROUP LTD 4,197,885 -871,463 $111,496
     MRVL4,197,885-871,463$111,496
KULICKE & SOFFA INDS INC 3,432,399 +1,829,894 $93,361
     KLIC3,432,399+1,829,894$93,361
TWILIO INC 932,737 -760,027 $91,669
     TWLO932,737-760,027$91,669
MONOLITHIC PWR SYS INC 399,171 -149 $71,060
     MPWR399,171-149$71,060
WORKDAY INC 356,582 -486,808 $58,640
     WDAY356,582-486,808$58,640
ANAPLAN INC 1,073,547 -2,770,546 $56,254
     PLAN1,073,547-2,770,546$56,254
SNAP INC 3,208,969 -3,918,316 $52,402
     SNAP3,208,969-3,918,316$52,402
CROWDSTRIKE HLDGS INC 994,492 +72,091 $49,595
     CRWD994,492+72,091$49,595
FIVE9 INC 756,082 -296,980 $49,584
     FIVN756,082-296,980$49,584
FASTLY INC 1,956,712 +1,956,712 $39,271
     FSLY1,956,712+1,956,712$39,271
CIRRUS LOGIC INC 405,976 +405,976 $33,456
     CRUS405,976+405,976$33,456
GARMIN LTD 337,271 +337,271 $32,904
     GRMN337,271+337,271$32,904
MERCADOLIBRE INC 50,202 -136,526 $28,713
     MELI50,202-136,526$28,713
REVOLVE GROUP INC 487,763 -87,187 $8,955
     RVLV487,763-87,187$8,955

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 12/31/2019: $5,890,817
At 09/30/2019: $5,414,864

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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