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 CRM HUBS MNDY ALKT 6 stocks	$1.54 Million 21.6% of portfolio	2	3	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA CPNG MELI PDD 5 stocks	$1.45 Million 20.38% of portfolio	2	3	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA SMTC TSM 4 stocks	$1.25 Million 17.51% of portfolio	2	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL TWLO 3 stocks	$864,473 12.14% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST WIX CYBR CRWD OKTA MSFT 6 stocks	$802,875 11.27% of portfolio	1	5	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$275,136 3.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$228,798 3.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$184,954 2.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology FN 1 stocks	$184,650 2.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$145,302 2.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$103,452 1.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services CRTO 1 stocks	$54,800 0.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology HPE 1 stocks	$40,695 0.57% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Whale Rock Capital Management LLC, based on Form 13F filings with the SEC.

Stay updated on Whale Rock Capital Management LLC with notifications on news.