SmartMoneyDB

Whale Rock Capital Management LLC

BOSTON, MA · CIK 0001387322

Portfolio Value: $3.37B
Positions: 34
Period: 2022-06-30
Filed: 2022-08-15
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

$3.37B

Positions

34

New

3

Increased

17

Decreased

14

Sold Out

261

Whale Rock Capital Management LLC Q2 2022 13F Filing Summary

Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $3.37B across 34 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). Top holdings include MSFT ($369.80M), MPWR ($279.99M), INTU ($264.16M). The top 10 positions account for 60.3% of the portfolio. This quarter saw 3 new positions, 17 increases, 14 reductions, 261 complete exits. Notable new buys: TMUS ($95.61M), IBM ($59.77M), PGY ($48.66M). Notable exits: ENVX, CCC, THCH.

All Holdings

#StockValue↓WeightChange
1
MSFTMICROSOFT CORP
COM
$369.80M
10.98%
+7.0%
2
MPWRMONOLITHIC PWR SYS INC
COM
$279.99M
8.32%
-4.0%
3
INTUINTUIT
COM
$264.16M
7.85%
+308.0%
4
SPLKCHFSPLUNK INC
COM
$243.10M
7.22%
+68.5%
5
AMZNAMAZON COM INC
COM
$208.99M
6.21%
+647.3%
6
ORCLORACLE CORP
COM
$146.42M
4.35%
-35.7%
7
PANWPALO ALTO NETWORKS INC
COM
$132.71M
3.94%
-36.9%
8
PSTGPURE STORAGE INC
CL A
$131.13M
3.89%
-5.6%
9
MDBMONGODB INC
CL A
$130.86M
3.89%
+2.2%
10
CRWDCROWDSTRIKE HLDGS INC
CL A
$124.78M
3.71%
-59.8%
11
JNPJUNIPER NETWORKS INC
COM
$120.88M
3.59%
-28.9%
12
CHKPCHECK POINT SOFTWARE TECH LT
ORD
$107.40M
3.19%
-41.9%
13
TMUST-MOBILE US INC
COM
$95.61M
2.84%
New
14
NUNU HLDGS LTD
ORD SHS CL A
$93.50M
2.78%
+0.2%
15
BEKEKE HLDGS INC
SPONSORED ADS
$92.54M
2.75%
+0.0%
16
HUBSHUBSPOT INC
COM
$91.39M
2.71%
+20.8%
17
LITELUMENTUM HLDGS INC
COM
$68.55M
2.04%
+0.0%
18
CRMSALESFORCE INC
COM
$61.59M
1.83%
+0.0%
19
IBMINTERNATIONAL BUSINESS MACHS
COM
$59.77M
1.78%
New
20
WDAYWORKDAY INC
CL A
$56.28M
1.67%
-59.7%
21
DDOGDATADOG INC
CL A COM
$55.87M
1.66%
-66.6%
22
II-VI INC
COM
$52.98M
1.57%
-40.8%
23
PGYPAGAYA TECHNOLOGIES LTD
CL A SHS
$48.66M
1.45%
New
24
ZSZSCALER INC
COM
$47.69M
1.42%
+0.0%
25
AVGOBROADCOM INC
COM
$47.06M
1.40%
-49.4%
26
GOOGLALPHABET INC
CAP STK CL A
$40.50M
1.20%
-89.9%
27
BZKANZHUN LIMITED
SPONSORED ADS
$39.27M
1.17%
+0.0%
28
MRVLMARVELL TECHNOLOGY INC
COM
$35.63M
1.06%
-78.6%
29
FIVNFIVE9 INC
COM
$30.50M
0.91%
-81.4%
30
PCORPROCORE TECHNOLOGIES INC
COM
$26.89M
0.80%
+0.0%
31
ESTCELASTIC N V
ORD SHS
$18.67M
0.55%
+0.0%
32
TOSTTOAST INC
CL A
$18.41M
0.55%
+7.5%
33
HASHICORP INC
COM CL A
$16.97M
0.50%
+71.3%
34
AMPLAMPLITUDE INC
COM CL A
$8.64M
0.26%
+859.5%

Position Changes

StockValueShares
TMUST-MOBILE US INC
$95.61M710,648
IBMINTERNATIONAL BUSINESS MACHS
$59.77M423,363
PGYPAGAYA TECHNOLOGIES LTD
$48.66M11,641,149