SmartMoneyDB

Whale Rock Capital Management LLC

BOSTON, MA · CIK 0001387322

Portfolio Value: $8.07B
Positions: 49
Period: 2022-03-31
Filed: 2022-05-16
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$8.07B

Positions

49

New

10

Increased

12

Decreased

24

Sold Out

243

Whale Rock Capital Management LLC Q1 2022 13F Filing Summary

Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $8.07B across 49 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). Top holdings include AMZN ($858.32M), GOOGL ($510.06M), CRWD ($418.00M). The top 10 positions account for 49.1% of the portfolio. This quarter saw 10 new positions, 12 increases, 24 reductions, 243 complete exits. Notable new buys: ANET ($317.42M), MRVL ($274.90M), JNP ($221.74M). Notable exits: DOCN, CVNA, HOOD.

All Holdings

#StockValue↓WeightChange
1
AMZNAMAZON COM INC
COM
$858.32M
10.64%
+42.0%
2
GOOGLALPHABET INC
CAP STK CL A
$510.06M
6.32%
-43.9%
3
CRWDCROWDSTRIKE HLDGS INC
CL A
$418.00M
5.18%
-39.8%
4
MSFTMICROSOFT CORP
COM
$414.93M
5.14%
-11.2%
5
MPWRMONOLITHIC PWR SYS INC
COM
$368.89M
4.57%
+0.0%
6
ANETARISTA NETWORKS INC
COM
$317.42M
3.93%
New
7
MRVLMARVELL TECHNOLOGY INC
COM
$274.90M
3.41%
New
8
ORCLORACLE CORP
COM
$269.68M
3.34%
+0.0%
9
DDOGDATADOG INC
CL A COM
$265.97M
3.30%
+0.0%
10
PANWPALO ALTO NETWORKS INC
COM
$265.11M
3.29%
+0.0%
11
TSLATESLA INC
COM
$263.27M
3.26%
-76.3%
12
SPLKCHFSPLUNK INC
COM
$242.31M
3.00%
+0.0%
13
WDAYWORKDAY INC
CL A
$239.87M
2.97%
+0.0%
14
JNPJUNIPER NETWORKS INC
COM
$221.74M
2.75%
New
15
MDBMONGODB INC
CL A
$218.95M
2.71%
-26.6%
16
SHOPSHOPIFY INC
CL A
$215.16M
2.67%
-33.1%
17
CHKPCHECK POINT SOFTWARE TECH LT
ORD
$210.05M
2.60%
New
18
BILLBILL COM HLDGS INC
COM
$200.57M
2.49%
-74.4%
19
FIVNFIVE9 INC
COM
$198.78M
2.46%
-26.4%
20
NUNU HLDGS LTD
ORD SHS CL A
$192.60M
2.39%
-8.3%
21
ASMLASML HOLDING N V
N Y REGISTRY SHS
$191.82M
2.38%
+0.0%
22
PSTGPURE STORAGE INC
CL A
$190.81M
2.37%
New
23
II-VI INC
COM
$127.44M
1.58%
New
24
AVGOBROADCOM INC
COM
$120.55M
1.49%
New
25
HUBSHUBSPOT INC
COM
$119.49M
1.48%
-56.7%
26
NVDANVIDIA CORPORATION
COM
$94.26M
1.17%
-53.3%
27
FLYWFLYWIRE CORPORATION
COM VTG
$87.23M
1.08%
-5.9%
28
AMDADVANCED MICRO DEVICES INC
COM
$81.75M
1.01%
-64.4%
29
INTUINTUIT
COM
$80.78M
1.00%
+0.0%
30
ENVXENOVIX CORPORATION
COM
$78.49M
0.97%
-23.3%
31
THCHTHOUGHTWORKS HOLDING INC
COM
$76.48M
0.95%
-1.4%
32
COINCOINBASE GLOBAL INC
COM CL A
$74.75M
0.93%
New
33
CFLTCONFLUENT INC
CLASS A COM
$73.43M
0.91%
-36.6%
34
CCCCCC INTELLIGENT SOLUTIONS HL
COM
$50.68M
0.63%
-51.1%
35
DASHDOORDASH INC
CL A
$47.97M
0.59%
-82.8%
36
KNOWBE4 INC
CL A
$46.05M
0.57%
+60.0%
37
WWAYFAIR INC
CL A
$44.97M
0.56%
-46.6%
38
MNDYMONDAY COM LTD
SHS
$42.80M
0.53%
-77.6%
39
DOCSDOXIMITY INC
CL A
$41.98M
0.52%
-85.7%
40
DUCK CREEK TECHNOLOGIES INC
SHS
$39.69M
0.49%
-19.7%
41
CALXCALIX INC
COM
$38.08M
0.47%
-60.2%
42
OKTAOKTA INC
CL A
$35.18M
0.44%
-
43
TOSTTOAST INC
CL A
$28.75M
0.36%
+361.6%
44
PATHUIPATH INC
CL A
$24.24M
0.30%
-
45
SPTSPROUT SOCIAL INC
COM CL A
$19.77M
0.25%
New
46
HASHICORP INC
COM CL A
$18.17M
0.23%
-1.5%
47
AYXEURALTERYX INC
COM CL A
$16.04M
0.20%
+0.0%
48
BRZEBRAZE INC
COM CL A
$8.29M
0.10%
-
49
AMPLAMPLITUDE INC
COM CL A
$1.16M
0.01%
New

Position Changes

StockValueShares
ANETARISTA NETWORKS INC
$317.42M2,283,896
MRVLMARVELL TECHNOLOGY INC
$274.90M3,833,448
JNPJUNIPER NETWORKS INC
$221.74M5,967,181
CHKPCHECK POINT SOFTWARE TECH LT
$210.05M1,519,263
PSTGPURE STORAGE INC
$190.81M5,403,904
II-VI INC
$127.44M1,757,972
AVGOBROADCOM INC
$120.55M191,441
COINCOINBASE GLOBAL INC
$74.75M393,693
SPTSPROUT SOCIAL INC
$19.77M246,706
AMPLAMPLITUDE INC
$1.16M63,006