All Stocks Held By Whale Rock Capital Management LLC

As of 12/31/2023, we find all stocks held by Whale Rock Capital Management LLC to be as follows, presented in the table below with each row detailing each Whale Rock Capital Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Whale Rock Capital Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Whale Rock Capital Management LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
META PLATFORMS INC	1,371,405	+84,686	$485,423
META	1,371,405	+84,686	$485,423
MICROSOFT CORP	1,157,407	-215,175	$435,231
MSFT	1,157,407	-215,175	$435,231
AMAZON COM INC	1,824,843	+1,824,843	$277,267
AMZN	1,824,843	+1,824,843	$277,267
ELASTIC N V	2,421,360	+1,206,637	$272,887
ESTC	2,421,360	+1,206,637	$272,887
DRAFTKINGS INC NEW	7,598,350	-725,719	$267,842
DKNG	7,598,350	-725,719	$267,842
PDD HOLDINGS INC	1,719,272	+48,372	$251,547
PDD	1,719,272	+48,372	$251,547
NVIDIA CORPORATION	507,004	-270,519	$251,079
NVDA	507,004	-270,519	$251,079
HUBSPOT INC	419,618	-73,599	$243,605
HUBS	419,618	-73,599	$243,605
EXPEDIA GROUP INC	1,568,117	+1,568,117	$238,024
EXPE	1,568,117	+1,568,117	$238,024
DUOLINGO INC	1,029,590	-55,488	$233,562
DUOL	1,029,590	-55,488	$233,562
OKTA INC	2,405,200	+2,048,701	$217,743
OKTA	2,405,200	+2,048,701	$217,743
NU HLDGS LTD	24,800,522	-257,677	$206,588
NU	24,800,522	-257,677	$206,588
ADVANCED MICRO DEVICES INC	1,398,413	+1,398,413	$206,140
AMD	1,398,413	+1,398,413	$206,140
MONDAY COM LTD	1,047,147	+1,047,147	$196,665
MNDY	1,047,147	+1,047,147	$196,665
MERCADOLIBRE INC	107,137	+47,452	$168,370
MELI	107,137	+47,452	$168,370
WORKDAY INC	592,639	-69,219	$163,604
WDAY	592,639	-69,219	$163,604
JABIL INC	1,260,832	+185,904	$160,630
JBL	1,260,832	+185,904	$160,630
PALO ALTO NETWORKS INC	464,942	-146,084	$137,102
PANW	464,942	-146,084	$137,102
ZSCALER INC	580,154	-16,797	$128,539
ZS	580,154	-16,797	$128,539
FABRINET	643,227	+371,351	$122,425
FN	643,227	+371,351	$122,425
CELESTICA INC	4,178,298	+2,794,009	$122,341
CLS	4,178,298	+2,794,009	$122,341
GUIDEWIRE SOFTWARE INC	1,030,248	+1,030,248	$112,338
GWRE	1,030,248	+1,030,248	$112,338
ON SEMICONDUCTOR CORP	1,116,685	-752,597	$93,277
ON	1,116,685	-752,597	$93,277
SUPER MICRO COMPUTER INC	313,775	-80,125	$89,194
SMCI	313,775	-80,125	$89,194
CYBERARK SOFTWARE LTD	378,027	-144,219	$82,807
CYBR	378,027	-144,219	$82,807
CADENCE DESIGN SYSTEM INC	220,954	+9,216	$60,181
CDNS	220,954	+9,216	$60,181
DATADOG INC	494,641	-903,353	$60,040
DDOG	494,641	-903,353	$60,040
SHOPIFY INC	725,554	+725,554	$56,521
SHOP	725,554	+725,554	$56,521
DOXIMITY INC	1,517,171	+1,517,171	$42,541
DOCS	1,517,171	+1,517,171	$42,541
SAMSARA INC	1,189,584	-1,692,209	$39,708
IOT	1,189,584	-1,692,209	$39,708
NEW YORK TIMES CO	764,832	+764,832	$37,469
NYT	764,832	+764,832	$37,469
HASHICORP INC	1,161,171	+1,161,171	$27,450
HCP	1,161,171	+1,161,171	$27,450
MARQETA INC	3,847,929	+1,155,668	$26,859
MQ	3,847,929	+1,155,668	$26,859
ORACLE CORP	234,900	-1,143,384	$24,766
ORCL	234,900	-1,143,384	$24,766
MONGODB INC	57,476	-46,489	$23,499
MDB	57,476	-46,489	$23,499
APPLIED OPTOELECTRONICS INC	1,025,785	+1,025,785	$19,818
AAOI	1,025,785	+1,025,785	$19,818
KLAVIYO INC	260,896	+10,896	$7,248
KVYO	260,896	+10,896	$7,248
SPHERE ENTERTAINMENT CO	112,192	-328,943	$3,810
SPHR	112,192	-328,943	$3,810
AXCELIS TECHNOLOGIES INC			$0 (exited)
ACLS	0	-517,062	$0
AKAMAI TECHNOLOGIES INC			$0 (exited)
AKAM	0	-463,930	$0
CAMTEK LTD			$0 (exited)
CAMT	0	-679,156	$0
COUPANG INC			$0 (exited)
CPNG	0	-2,554,134	$0
SALESFORCE INC			$0 (exited)
CRM	0	-572,086	$0
FORTINET INC			$0 (exited)
FTNT	0	-2,301,531	$0
ALPHABET INC			$0 (exited)
GOOGL	0	-1,579,841	$0
NOVA LTD			$0 (exited)
NVMI	0	-96,473	$0
ONTO INNOVATION INC			$0 (exited)
ONTO	0	-180,162	$0
RAMBUS INC DEL			$0 (exited)
RMBS	0	-1,885,137	$0
SPLUNK INC			$0 (exited)
SPLK	0	-1,767,057	$0
TOAST INC	0	-3,683,886	$0 (exited)
TOST	0	-3,683,886	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
AMZN	+1,824,843	+$277,267
EXPE	+1,568,117	+$238,024
AMD	+1,398,413	+$206,140
MNDY	+1,047,147	+$196,665
GWRE	+1,030,248	+$112,338
SHOP	+725,554	+$56,521
DOCS	+1,517,171	+$42,541
NYT	+764,832	+$37,469
HCP	+1,161,171	+$27,450
AAOI	+1,025,785	+$19,818

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SPLK	-1,767,057	-$258,432
GOOGL	-1,579,841	-$206,738
FTNT	-2,301,531	-$135,054
CRM	-572,086	-$116,008
RMBS	-1,885,137	-$105,172
ACLS	-517,062	-$84,307
TOST	-3,683,886	-$68,999
AKAM	-463,930	-$49,427
CPNG	-2,554,134	-$43,420
CAMT	-679,156	-$42,284

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
CLS	+2,794,009	+$88,398
OKTA	+2,048,701	+$188,685
ESTC	+1,206,637	+$174,203
MQ	+1,155,668	+$10,759
FN	+371,351	+$77,125
JBL	+185,904	+$24,232
META	+84,686	+$99,137
PDD	+48,372	+$87,682
MELI	+47,452	+$92,697
KVYO	+10,896	-$1,377

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
IOT	-1,692,209	-$32,942
ORCL	-1,143,384	-$121,222
DDOG	-903,353	-$67,303
ON	-752,597	-$80,473
DKNG	-725,719	+$22,781
SPHR	-328,943	-$12,583
NVDA	-270,519	-$87,136
NU	-257,677	+$24,916
MSFT	-215,175	+$1,838

Whale Rock Capital Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $5,594,140
At 09/30/2023: $4,952,389

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

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