Fund · 13F archive
Whale Rock Capital Management LLC — 2025 Q3 holdings
Period end
Filed
Portfolio value
$8.49B
Positions
36
We track
15
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | Celestica Inc | COM | $737.5M | 3.0M | 8.7% | |
| 2 | Applovin Corp | COM CL A | $698.0M | 971K | 8.2% | |
| 3 | NVDANVIDIA Corporation★ | COM | $594.5M | 3.2M | 7.0% | |
| 4 | METAMeta Platforms, Inc.★ | CL A | $536.0M | 730K | 6.3% | |
| 5 | Roblox Corp | CL A | $515.2M | 3.7M | 6.1% | |
| 6 | AVGOBroadcom Inc.★ | COM | $472.1M | 1.4M | 5.6% | |
| 7 | BEBloom Energy Corporation★ | COM CL A | $395.9M | 4.7M | 4.7% | |
| 8 | AMZNAmazon.com, Inc.★ | COM | $317.8M | 1.4M | 3.7% | |
| 9 | GOOGLAlphabet Inc.★ | CAP STK CL A | $284.5M | 1.2M | 3.4% | |
| 10 | Duolingo Inc | CL A COM | $279.4M | 868K | 3.3% | |
| 11 | NFLXNetflix, Inc.★ | COM | $276.6M | 231K | 3.3% | |
| 12 | Semtech Corp | COM | $250.4M | 3.5M | 2.9% | |
| 13 | Fabrinet | SHS | $248.7M | 682K | 2.9% | |
| 14 | Impinj Inc | COM | $221.3M | 1.2M | 2.6% | |
| 15 | GLWCorning Incorporated★ | COM | $215.1M | 2.6M | 2.5% | |
| 16 | CVNACarvana Co.★ | CL A | $214.2M | 568K | 2.5% | |
| 17 | Sea Ltd | SPONSORD ADS | $207.5M | 1.2M | 2.4% | |
| 18 | TSMTaiwan Semiconductor Manufacturing Company Limited★ | SPONSORED ADS | $203.0M | 727K | 2.4% | |
| 19 | Nu Hldgs Ltd | ORD SHS CL A | $198.8M | 12.4M | 2.3% | |
| 20 | Ciena Corp | COM NEW | $194.9M | 1.3M | 2.3% | |
| 21 | MDBMongoDB, Inc.★ | CL A | $171.4M | 552K | 2.0% | |
| 22 | MSFTMicrosoft Corporation★ | COM | $155.6M | 301K | 1.8% | |
| 23 | Sitime Corp | COM | $144.8M | 481K | 1.7% | |
| 24 | Mercadolibre Inc | COM | $142.4M | 61K | 1.7% | |
| 25 | Jfrog Ltd | ORD SHS | $137.7M | 2.9M | 1.6% | |
| 26 | Ttm Technologies Inc | COM | $116.1M | 2.0M | 1.4% | |
| 27 | SHOPShopify Inc.★ | CL A SUB VTG SHS | $113.8M | 765K | 1.3% | |
| 28 | VRTVertiv Holdings Co★ | COM CL A | $96.5M | 640K | 1.1% | |
| 29 | Klaviyo Inc | COM SER A | $84.6M | 3.1M | 1.0% | |
| 30 | Hubspot Inc | COM | $69.8M | 149K | 0.8% | |
| 31 | Coherent Corp | COM | $49.5M | 459K | 0.6% | |
| 32 | Hewlett Packard Enterprise C | COM | $46.9M | 1.9M | 0.6% | |
| 33 | OKTAOkta, Inc.★ | CL A | $39.9M | 435K | 0.5% | |
| 34 | Chime Finl Inc | COM SHS CL A | $28.2M | 1.4M | 0.3% | |
| 35 | Coupang Inc | CL A | $24.8M | 771K | 0.3% | |
| 36 | Hinge Health Inc | CL A | $8.5M | 174K | 0.1% |