Whale Rock Capital Management LLC Portfolio Holdings by Sector

Whale Rock Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APP DUOL HUBS MNDY COMP 5 stocks	$952,120 18.75% of portfolio	2	2	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA MELI PDD 4 stocks	$835,194 16.44% of portfolio	-	4	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA SMTC TSM MPWR 5 stocks	$694,044 13.66% of portfolio	3	2	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology OKTA MSFT WIX MDB TOST 5 stocks	$667,725 13.15% of portfolio	3	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$658,837 12.97% of portfolio	1	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology FN 1 stocks	$254,421 5.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$250,482 4.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$243,966 4.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$202,646 3.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT BE 2 stocks	$178,584 3.52% of portfolio	1	1	1	-	0 Calls 0 Puts
Communication Equipment \| Technology PI HPE 2 stocks	$141,174 2.78% of portfolio	2	-	1	-	0 Calls 0 Puts

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