Whale Rock Capital Management LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Applied Optoelectronics, Inc.
AAOI
$18.49M3.431.33M+30.04%+$4.27M0.28
Celestica Inc.
CLS
$169.64M3.183.77M-9.65%-$18.13M2.52
Duolingo, Inc.
DUOL
$281.28M2.961.28M+23.85%+$54.17M4.18
HashiCorp, Inc.
HCP
$123.05M2.274.57M+293.2%+$91.75M1.83
Fabrinet
FN
$117.36M1.72620,879-3.47%-$4.22M1.74
Guidewire Software, Inc.
GWRE
$148.32M1.531.27M+23.36%+$28.08M2.2
Okta, Inc.
OKTA
$238.09M1.362.28M-5.38%-$13.54M3.54
Coherent, Inc.
COHR
$123.75M1.342.04MNew+$123.75M1.84
DraftKings Inc.
DKNG
$280.58M1.36.18M-18.68%-$64.46M4.17
Toast, Inc.
TOST
$179.11M1.37.19MNew+$179.11M2.66
Elastic N.V.
ESTC
$115M1.141.15M-52.62%-$127.72M1.71
CyberArk Software Ltd.
CYBR
$122.14M1.09459,828+21.64%+$21.73M1.82
Expedia Group, Inc.
EXPE
$164.52M0.91.19M-23.84%-$51.49M2.45
monday.com Ltd.
MNDY
$97.43M0.88431,365-58.81%-$139.09M1.45
AppLovin Corporation
APP
$195.13M0.862.82MNew+$195.13M2.9
Jabil Inc.
JBL
$129.6M0.8967,518-23.26%-$39.29M1.93
HubSpot, Inc.
HUBS
$223.22M0.7356,270-15.1%-$39.69M3.32
Nu Holdings Ltd.
NU
$298.31M0.5325M+0.82%+$2.44M4.43
Klaviyo, Inc.
KVYO
$14.76M0.22579,113+121.97%+$8.11M0.22
MercadoLibre, Inc.
MELI
$122.29M0.1680,879-24.51%-$39.7M1.82
Palo Alto Networks, Inc.
PANW
$90.89M0.1319,888-31.2%-$41.21M1.35
Salesforce, Inc.
CRM
$286.34M0.1950,736New+$286.34M4.26
Micron Technology, Inc.
MU
$124.79M0.11.06MNew+$124.79M1.85
PDD Holdings Inc.
PDD
$143.99M0.091.24M-27.96%-$55.88M2.14
Workday, Inc.
WDAY
$63M0.09230,974-61.03%-$98.64M0.94
Cadence Design Systems, Inc.
CDNS
$66.4M0.08213,297-3.46%-$2.38M0.99
MongoDB, Inc.
MDB
$19.9M0.0855,485-3.46%-$714,052.230.3
Meta Platforms, Inc.
META
$625.99M0.051.29M-6%-$39.93M9.3
Amazon.com, Inc.
AMZN
$656.32M0.043.64M+99.39%+$327.16M9.75
NVIDIA Corporation
NVDA
$742.67M0.03821,936+62.12%+$284.56M11.04
Marvell Technology, Inc.
MRVL
$181.56M0.022.56MNew+$181.56M2.7
Microsoft Corporation
MSFT
$532.98M0.021.27M+9.46%+$46.04M7.92
Taiwan Semiconductor Manufacturing Company Limited
TSM
$32.16M0.01236,418New+$32.16M0.48