The Analysis of Whale Rock Capital Management LLC's Holdings
Currently, Whale Rock Capital Management LLC holds 36 types of securities in its portfolio with a total value $8.5B. In the most recent quarter, they have increased their positions in GOOGL (+1.2M shares, valued at $284.5M), BE (+2.7M shares, valued at $224.2M), DUOL (+379.4K shares, valued at $122.1M); decreased their positions in CLS (-1.6M shares, valued at $405.5M), APP (-253.1K shares, valued at $181.9M), CPNG (-2.8M shares, valued at $89.7M); initiated new positions in GOOGL (+1.2M shares, valued at $284.5M), SHOP (+765.5K shares, valued at $113.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CLS CELESTICA INC3.0M shares-35.48%2025-09-302025-11-14
APP APPLOVIN CORP971.4K shares-20.67%2025-09-302025-11-14 NVDA NVIDIA CORPORATION3.2M shares-11.27%2025-09-302025-11-14 META META PLATFORMS INC729.8K shares17.34%2025-09-302025-11-14 RBLX ROBLOX CORP3.7M shares8.38%2025-09-302025-11-14 AVGO BROADCOM INC1.4M shares-12.60%2025-09-302025-11-14 BE BLOOM ENERGY CORP4.7M shares130.54%2025-09-302025-11-14 AMZN AMAZON COM INC1.4M shares-9.13%2025-09-302025-11-14 GOOGL ALPHABET INC1.2M sharesnew addition2025-09-302025-11-14 DUOL DUOLINGO INC868.2K shares77.62%2025-09-302025-11-14 NFLX NETFLIX INC230.7K shares-8.88%2025-09-302025-11-14 SMTC SEMTECH CORP3.5M shares-12.20%2025-09-302025-11-14 FN FABRINET682.0K shares7.54%2025-09-302025-11-14 PI IMPINJ INC1.2M shares38.20%2025-09-302025-11-14 GLW CORNING INC2.6M shares39.83%2025-09-302025-11-14 CVNA CARVANA CO567.7K shares-2.59%2025-09-302025-11-14 SE SEA LTD1.2M shares-17.64%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD726.8K shares19.96%2025-09-302025-11-14 NU NU HLDGS LTD12.4M shares-30.39%2025-09-302025-11-14 CIEN CIENA CORP1.3M shares60.05%2025-09-302025-11-14 MDB MONGODB INC552.1K shares31.59%2025-09-302025-11-14 MSFT MICROSOFT CORP300.5K shares53.57%2025-09-302025-11-14 SITM SITIME CORP480.5K shares19.29%2025-09-302025-11-14 MELI MERCADOLIBRE INC60.9K shares-2.59%2025-09-302025-11-14 FROG JFROG LTD2.9M shares69.71%2025-09-302025-11-14 TTMI TTM TECHNOLOGIES INC2.0M shares-16.81%2025-09-302025-11-14 SHOP SHOPIFY INC765.5K sharesnew addition2025-09-302025-11-14 VRT VERTIV HOLDINGS CO640.0K shares-2.59%2025-09-302025-11-14 KVYO KLAVIYO INC3.1M shares-17.03%2025-09-302025-11-14 HUBS HUBSPOT INC149.2K shares0.00%2025-09-302025-11-14 COHR COHERENT CORP459.4K shares-54.43%2025-09-302025-11-14 HPE HEWLETT PACKARD ENTERPRISE C1.9M shares0.00%2025-09-302025-11-14 OKTA OKTA INC434.9K shares0.00%2025-09-302025-11-14 CHYM CHIME FINL INC1.4M shares0.00%2025-09-302025-11-14 CPNG COUPANG INC770.8K shares-78.33%2025-09-302025-11-14 HNGE HINGE HEALTH INC173.5K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available