Whale Rock Capital Management LLC Portfolio Holdings by Sector

Whale Rock Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN PDD CPNG MELI CVNA 5 stocks	$1.29 Million 20.26% of portfolio	4	1	1	-	0 Calls 0 Puts
Software—Application \| Technology APP DUOL GWRE MNDY HUBS CRM 6 stocks	$1.22 Million 19.25% of portfolio	3	2	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO MPWR TSM SMTC AAOI 6 stocks	$1.05 Million 16.55% of portfolio	5	1	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST OKTA MSFT CYBR WIX CRWD 6 stocks	$848,767 13.38% of portfolio	3	3	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$824,462 12.99% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$307,353 4.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology FN 1 stocks	$202,483 3.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$178,556 2.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$107,490 1.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services CRTO 1 stocks	$101,424 1.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$96,264 1.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology HPE 1 stocks	$76,559 1.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA 1 stocks	$44,585 0.7% of portfolio	1	-	1	-	0 Calls 0 Puts

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