322 is the total number of securities Whale Rock Capital Management has owned. The longest Whale Rock Capital Management has owned a single stock is 37 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMZN | AMAZON COM INC | 31 | 2 | 1.04% | 7.09% | 12.25% | Q3 2013 | Q2 2023 | 37 |
FB | META PLATFORMS INC | 28 | 1 | 0.10% | 4.74% | 8.59% | Q1 2014 | Q3 2023 | 34 |
MSFT | MICROSOFT CORP | 11 | 4 | 0.82% | 4.38% | 10.98% | Q1 2014 | Q3 2023 | 31 |
ZEN | ZENDESK INC | 31 | 31 | 0.96% | 3.79% | 8.26% | Q2 2014 | Q4 2021 | 31 |
GOOGL | ALPHABET INC | 19 | 11 | 0.79% | 3.80% | 8.00% | Q4 2015 | Q3 2023 | 30 |
MPWR | MONOLITHIC PWR SYS INC | 22 | 1 | 0.63% | 1.70% | 8.32% | Q3 2013 | Q2 2023 | 30 |
SHOP | SHOPIFY INC | 26 | 1 | 0.06% | 4.35% | 8.02% | Q2 2015 | Q1 2022 | 27 |
NVDA | NVIDIA CORPORATION | 7 | 4 | 0.99% | 3.02% | 7.07% | Q3 2015 | Q3 2023 | 25 |
NFLX | NETFLIX INC | 11 | 3 | 1.19% | 4.42% | 8.92% | Q2 2013 | Q2 2023 | 24 |
BABA | ALIBABA GROUP HLDG LTD | 18 | 1 | 1.01% | 3.49% | 7.44% | Q3 2014 | Q1 2023 | 23 |
WDAY | WORKDAY INC | 7 | 1 | 0.71% | 3.08% | 8.55% | Q2 2013 | Q3 2023 | 23 |
MDB | MONGODB INC | 23 | 23 | 0.68% | 2.98% | 6.96% | Q1 2018 | Q3 2023 | 23 |
MELI | MERCADOLIBRE INC | 7 | 2 | 0.49% | 2.20% | 4.87% | Q2 2013 | Q3 2023 | 21 |
W | WAYFAIR INC | 8 | 5 | 0.10% | 2.19% | 4.16% | Q3 2015 | Q1 2022 | 19 |
OKTA | OKTA INC | 10 | 2 | 0.14% | 2.04% | 3.96% | Q2 2017 | Q3 2023 | 19 |
AAPL | APPLE INC | 9 | 1 | 1.13% | 3.95% | 8.40% | Q1 2014 | Q2 2020 | 16 |
COUP | COUPA SOFTWARE INC | 16 | 16 | 0.67% | 3.51% | 7.79% | Q1 2018 | Q4 2021 | 16 |
ELLI | ELLIE MAE INC | 15 | 15 | 1.27% | 5.39% | 8.54% | Q4 2014 | Q2 2018 | 15 |
PANW | PALO ALTO NETWORKS INC | 8 | 7 | 2.29% | 3.44% | 5.44% | Q2 2014 | Q3 2023 | 15 |
CRWD | CROWDSTRIKE HLDGS INC | 15 | 15 | 0.26% | 2.91% | 5.29% | Q2 2019 | Q4 2022 | 15 |
SQ | SQUARE INC | 6 | 1 | 0.82% | 2.80% | 6.14% | Q3 2017 | Q4 2022 | 15 |
TWLO | TWILIO INC | 14 | 1 | 0.30% | 2.40% | 7.00% | Q2 2016 | Q3 2021 | 15 |
DDOG | DATADOG INC | 9 | 2 | 0.41% | 2.30% | 3.76% | Q3 2019 | Q3 2023 | 15 |
CVNA | CARVANA CO | 15 | 15 | 0.41% | 2.01% | 4.60% | Q2 2018 | Q4 2021 | 15 |
CRM | SALESFORCE INC | 6 | 2 | 0.99% | 2.99% | 5.03% | Q2 2015 | Q3 2023 | 14 |
FIVN | FIVE9 INC | 13 | 1 | 0.84% | 2.11% | 3.72% | Q2 2017 | Q3 2022 | 14 |
AYX | ALTERYX INC | 9 | 1 | 0.14% | 1.50% | 4.22% | Q1 2018 | Q1 2023 | 14 |
NTES | NETEASE INC | 13 | 13 | 1.92% | 4.95% | 8.92% | Q4 2014 | Q4 2017 | 13 |
HUBS | HUBSPOT INC | 10 | 1 | 1.48% | 3.40% | 5.85% | Q1 2016 | Q3 2023 | 13 |
BILL | BILL HOLDINGS INC | 10 | 1 | 0.02% | 2.67% | 7.26% | Q4 2019 | Q2 2023 | 13 |
TSLA | TESLA INC | 10 | 2 | 2.34% | 4.85% | 9.22% | Q2 2017 | Q1 2022 | 12 |
SPLK | SPLUNK INC | 7 | 2 | 0.90% | 3.96% | 7.30% | Q2 2013 | Q3 2023 | 12 |
LRCX | LAM RESEARCH CORP | 5 | 1 | 1.42% | 3.02% | 5.53% | Q1 2014 | Q4 2022 | 12 |
JD | JD.COM INC | 4 | 1 | 0.90% | 2.82% | 4.80% | Q2 2014 | Q4 2020 | 11 |
SMAR | SMARTSHEET INC | 8 | 1 | 0.44% | 2.36% | 4.26% | Q3 2018 | Q3 2022 | 11 |
SE | SEA LTD | 8 | 1 | 0.92% | 1.68% | 3.09% | Q2 2019 | Q1 2023 | 11 |
EPAM | EPAM SYS INC | 7 | 4 | 0.52% | 1.63% | 2.66% | Q2 2013 | Q4 2016 | 11 |
GOOGL | GOOGLE INC | 10 | 10 | 1.20% | 4.03% | 7.09% | Q2 2013 | Q3 2015 | 10 |
CDAY | CERIDIAN HCM HLDG INC | 10 | 10 | 1.21% | 2.68% | 4.36% | Q2 2018 | Q3 2020 | 10 |
RNG | RINGCENTRAL INC | 8 | 2 | 0.69% | 2.35% | 4.02% | Q2 2017 | Q2 2020 | 10 |
VIPS | VIPSHOP HLDGS LTD | 8 | 1 | 1.16% | 3.26% | 5.70% | Q3 2013 | Q1 2016 | 9 |
SGMS | SCIENTIFIC GAMES CORP | 9 | 9 | 0.36% | 2.69% | 4.99% | Q2 2017 | Q2 2019 | 9 |
NOW | SERVICENOW INC | 7 | 1 | 0.91% | 2.60% | 3.78% | Q3 2018 | Q4 2022 | 9 |
FN | FABRINET | 6 | 1 | 0.48% | 2.31% | 4.24% | Q1 2016 | Q3 2023 | 9 |
MIME | MIMECAST LTD | 9 | 9 | 0.86% | 1.84% | 3.04% | Q1 2018 | Q1 2020 | 9 |
KLIC | KULICKE & SOFFA INDS INC | 5 | 4 | 0.28% | 1.74% | 3.77% | Q3 2017 | Q1 2020 | 9 |
PCLN | PRICELINE GRP INC | 8 | 8 | 1.12% | 4.53% | 5.86% | Q2 2013 | Q1 2015 | 8 |
ORCL | ORACLE CORP | 7 | 1 | 2.66% | 3.73% | 6.73% | Q1 2021 | Q3 2023 | 8 |
TRIP | TRIPADVISOR INC | 5 | 3 | 1.01% | 3.64% | 5.76% | Q2 2013 | Q2 2021 | 8 |
MU | MICRON TECHNOLOGY INC | 3 | 1 | 1.27% | 2.97% | 5.28% | Q2 2013 | Q1 2020 | 8 |
ZM | ZOOM VIDEO COMMUNICATI... | 4 | 2 | 0.83% | 2.88% | 4.66% | Q2 2019 | Q3 2021 | 8 |
DATA | TABLEAU SOFTWARE INC | 7 | 1 | 0.01% | 2.74% | 5.28% | Q2 2013 | Q4 2015 | 8 |
NU HLDGS LTD | 8 | 8 | 1.67% | 2.72% | 3.67% | Q4 2021 | Q3 2023 | 8 | |
ASML | ASML HOLDING N V | 3 | 1 | 1.64% | 2.71% | 3.95% | Q2 2013 | Q1 2022 | 8 |
FTNT | FORTINET INC | 4 | 4 | 0.61% | 2.68% | 4.01% | Q4 2019 | Q3 2023 | 8 |
MXL | MAXLINEAR INC | 8 | 8 | 1.39% | 2.21% | 3.84% | Q2 2015 | Q1 2017 | 8 |
PTON | PELOTON INTERACTIVE INC | 7 | 1 | 0.28% | 2.03% | 4.36% | Q3 2019 | Q3 2021 | 8 |
ROKU | ROKU INC | 3 | 1 | 0.07% | 1.95% | 3.79% | Q3 2017 | Q3 2021 | 8 |
FSLY | FASTLY INC | 7 | 1 | 0.10% | 1.92% | 4.41% | Q2 2019 | Q2 2021 | 8 |
IPHI | INPHI CORP | 8 | 8 | 0.75% | 1.25% | 2.10% | Q4 2014 | Q3 2016 | 8 |
TOAST INC | 6 | 2 | 0.03% | 0.82% | 1.92% | Q3 2021 | Q3 2023 | 8 | |
INTU | INTUIT | 6 | 1 | 0.50% | 3.90% | 7.84% | Q1 2019 | Q2 2023 | 7 |
LITE | LUMENTUM HLDGS INC | 6 | 1 | 1.56% | 3.05% | 4.49% | Q1 2017 | Q2 2022 | 7 |
OCLR | OCLARO INC | 7 | 7 | 0.88% | 2.71% | 4.09% | Q3 2015 | Q1 2017 | 7 |
AVLR | AVALARA INC | 6 | 1 | 1.75% | 2.52% | 3.64% | Q2 2018 | Q3 2020 | 7 |
YELP | YELP INC | 4 | 3 | 0.38% | 2.44% | 4.52% | Q3 2013 | Q4 2016 | 7 |
WUBA | 58 COM INC | 4 | 1 | 0.46% | 1.90% | 3.57% | Q1 2014 | Q2 2016 | 7 |
ZS | ZSCALER INC | 3 | 1 | 1.17% | 1.87% | 3.04% | Q1 2020 | Q3 2023 | 7 |
BEKE | KE HLDGS INC | 5 | 2 | 0.45% | 1.80% | 2.98% | Q3 2020 | Q3 2022 | 7 |
TSM | TAIWAN SEMICONDUCTOR M... | 5 | 2 | 1.02% | 1.66% | 2.93% | Q4 2019 | Q3 2021 | 7 |
STNE | STONECO LTD | 7 | 7 | 0.32% | 1.58% | 2.65% | Q1 2019 | Q3 2020 | 7 |
CREE | CREE INC | 5 | 1 | 0.78% | 1.51% | 2.87% | Q2 2013 | Q2 2021 | 7 |
PDD | PINDUODUO INC | 5 | 2 | 0.77% | 1.50% | 3.31% | Q4 2020 | Q3 2023 | 7 |
CRUS | CIRRUS LOGIC INC | 4 | 1 | 0.57% | 1.32% | 1.87% | Q1 2016 | Q4 2020 | 7 |
MNDY | MONDAY COM LTD | 4 | 1 | 0.15% | 1.31% | 3.15% | Q2 2021 | Q2 2023 | 7 |
ESTC | ELASTIC N V | 2 | 1 | 0.35% | 1.24% | 2.11% | Q3 2019 | Q3 2023 | 7 |
DCT | DUCK CREEK TECHNOLOGIE... | 7 | 7 | 0.49% | 0.64% | 0.83% | Q3 2020 | Q1 2022 | 7 |
EA | ELECTRONIC ARTS INC | 6 | 6 | 1.14% | 3.56% | 5.03% | Q4 2014 | Q1 2016 | 6 |
GOOG | GOOGLE INC | 6 | 6 | 2.22% | 3.08% | 4.92% | Q2 2014 | Q3 2015 | 6 |
PSTG | PURE STORAGE INC | 6 | 6 | 1.08% | 2.80% | 4.50% | Q1 2022 | Q2 2023 | 6 |
DASH | DOORDASH INC | 6 | 6 | 0.48% | 1.92% | 3.72% | Q4 2020 | Q1 2022 | 6 |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 1 | 0.95% | 1.82% | 3.44% | Q3 2015 | Q2 2023 | 6 |
PINS | PINTEREST INC | 5 | 1 | 0.33% | 1.74% | 3.23% | Q3 2020 | Q3 2022 | 6 |
AAOI | APPLIED OPTOELECTRONIC... | 3 | 3 | 0.94% | 1.61% | 3.53% | Q3 2015 | Q1 2017 | 6 |
QIHU | QIHOO 360 TECHNOLOGY C... | 5 | 5 | 7.90% | 9.34% | 11.96% | Q2 2013 | Q2 2014 | 5 |
YHOO | YAHOO INC | 5 | 5 | 4.60% | 8.17% | 11.20% | Q2 2013 | Q2 2014 | 5 |
ADI | ANALOG DEVICES INC | 3 | 2 | 2.26% | 4.29% | 6.60% | Q2 2015 | Q2 2019 | 5 |
INTERNATIONAL BUSINESS... | 4 | 1 | 0.84% | 3.98% | 6.00% | Q4 2013 | Q1 2015 | 5 | |
ON | ON SEMICONDUCTOR CORP | 5 | 5 | 2.94% | 3.74% | 4.75% | Q3 2022 | Q3 2023 | 5 |
IMPV | IMPERVA INC | 5 | 5 | 0.77% | 3.17% | 7.40% | Q2 2014 | Q2 2015 | 5 |
MTCH | MATCH GROUP INC | 3 | 2 | 1.96% | 2.65% | 3.45% | Q1 2018 | Q4 2019 | 5 |
ANET | ARISTA NETWORKS INC | 4 | 1 | 0.82% | 2.60% | 3.95% | Q1 2022 | Q2 2023 | 5 |
PENN | PENN NATL GAMING INC | 5 | 5 | 0.97% | 2.00% | 3.15% | Q3 2020 | Q3 2021 | 5 |
AMD | ADVANCED MICRO DEVICES... | 2 | 1 | 1.01% | 1.66% | 2.55% | Q3 2020 | Q2 2023 | 5 |
NEWR | NEW RELIC INC | 5 | 5 | 1.04% | 1.48% | 2.17% | Q2 2015 | Q2 2016 | 5 |
WIX | WIX COM LTD | 5 | 5 | 0.77% | 1.25% | 1.72% | Q2 2014 | Q2 2015 | 5 |
SNAP | SNAP INC | 4 | 1 | 0.71% | 1.09% | 2.08% | Q1 2019 | Q4 2020 | 5 |
CFLT | CONFLUENT INC | 4 | 1 | 0.09% | 0.99% | 1.82% | Q2 2021 | Q2 2023 | 5 |
SNOW | SNOWFLAKE INC | 5 | 5 | 0.50% | 0.89% | 1.56% | Q3 2020 | Q3 2021 | 5 |
BZ | KANZHUN LIMITED | 2 | 1 | 0.44% | 0.61% | 1.17% | Q2 2021 | Q1 2023 | 5 |
HASHICORP INC | 5 | 5 | 0.22% | 0.36% | 0.50% | Q4 2021 | Q4 2022 | 5 | |
PCOR | PROCORE TECHNOLOGIES INC | 3 | 2 | 0.15% | 0.31% | 0.80% | Q2 2021 | Q3 2022 | 5 |
QQQ | INVESCO QQQ TR | 3 | 2 | 0.04% | 0.15% | 0.27% | Q2 2021 | Q1 2023 | 5 |
P | PANDORA MEDIA INC | 4 | 4 | 4.27% | 4.57% | 5.16% | Q2 2013 | Q1 2014 | 4 |
SYMC | SYMANTEC CORP | 4 | 4 | 2.75% | 4.31% | 6.39% | Q2 2016 | Q1 2017 | 4 |
INFN | INFINERA CORPORATION | 4 | 4 | 0.31% | 3.74% | 6.53% | Q3 2014 | Q2 2015 | 4 |
JNPR | JUNIPER NETWORKS INC | 4 | 4 | 2.75% | 3.46% | 4.22% | Q1 2022 | Q4 2022 | 4 |
QRVO | QORVO INC | 4 | 4 | 1.06% | 3.42% | 5.88% | Q1 2015 | Q4 2015 | 4 |
TMUS | T-MOBILE US INC | 4 | 4 | 2.57% | 3.17% | 4.39% | Q2 2022 | Q1 2023 | 4 |
DIS | DISNEY WALT CO | 2 | 2 | 1.92% | 3.15% | 4.06% | Q4 2019 | Q1 2021 | 4 |
PEGA | PEGASYSTEMS INC | 4 | 4 | 2.36% | 3.13% | 4.21% | Q4 2016 | Q3 2017 | 4 |
DUOLINGO INC | 3 | 1 | 0.64% | 2.92% | 4.14% | Q3 2021 | Q3 2023 | 4 | |
YY | YY INC | 3 | 1 | 1.24% | 2.41% | 4.90% | Q4 2014 | Q1 2018 | 4 |
NXPI | NXP SEMICONDUCTORS N V | 3 | 1 | 1.20% | 2.16% | 2.86% | Q1 2015 | Q4 2020 | 4 |
GOOG | ALPHABET INC | 4 | 4 | 1.56% | 1.99% | 2.44% | Q4 2015 | Q3 2016 | 4 |
HIMX | HIMAX TECHNOLOGIES INC | 2 | 2 | 0.98% | 1.95% | 2.69% | Q4 2013 | Q4 2017 | 4 |
SMCI | SUPER MICRO COMPUTER INC | 4 | 4 | 1.54% | 1.87% | 2.18% | Q4 2022 | Q3 2023 | 4 |
PFPT | PROOFPOINT INC | 2 | 1 | 0.22% | 1.85% | 4.19% | Q3 2014 | Q2 2018 | 4 |
AVGO | AVAGO TECHNOLOGIES LTD | 4 | 4 | 1.18% | 1.73% | 2.47% | Q1 2015 | Q4 2015 | 4 |
DOCS | DOXIMITY INC | 4 | 4 | 0.52% | 1.46% | 2.39% | Q2 2021 | Q1 2022 | 4 |
NET | CLOUDFLARE INC | 2 | 1 | 0.29% | 0.98% | 1.40% | Q1 2020 | Q4 2021 | 4 |
FLYW | FLYWIRE CORPORATION | 4 | 4 | 0.73% | 0.91% | 1.08% | Q2 2021 | Q1 2022 | 4 |
TTD | THE TRADE DESK INC | 3 | 1 | 0.03% | 0.66% | 1.17% | Q3 2016 | Q3 2019 | 4 |
PAGAYA TECHNOLOGIES LTD | 4 | 4 | 0.17% | 0.62% | 1.44% | Q2 2022 | Q1 2023 | 4 | |
PATH | UIPATH INC | 4 | 4 | 0.30% | 0.48% | 0.68% | Q2 2021 | Q1 2022 | 4 |
CPNG | COUPANG INC | 3 | 1 | 0.18% | 0.40% | 0.88% | Q1 2021 | Q3 2023 | 4 |
KNBE | KNOWBE4 INC | 4 | 4 | 0.18% | 0.31% | 0.57% | Q2 2021 | Q1 2022 | 4 |
TXTR | TEXTURA CORP | 3 | 3 | 2.72% | 4.14% | 5.40% | Q2 2014 | Q4 2014 | 3 |
MLCO | MELCO CROWN ENTMT LTD | 3 | 3 | 3.75% | 4.12% | 4.70% | Q2 2013 | Q4 2013 | 3 |
MDSO | MEDIDATA SOLUTIONS INC | 3 | 3 | 1.75% | 3.48% | 4.83% | Q2 2013 | Q4 2013 | 3 |
TWX | TIME WARNER INC | 3 | 3 | 2.15% | 2.99% | 3.64% | Q2 2013 | Q4 2013 | 3 |
FOX | TWENTY FIRST CENTY FOX... | 3 | 3 | 1.56% | 2.67% | 3.27% | Q3 2013 | Q1 2014 | 3 |
MRVL | MARVELL TECHNOLOGY GRO... | 3 | 3 | 1.89% | 2.58% | 3.51% | Q2 2019 | Q4 2019 | 3 |
ATVI | ACTIVISION BLIZZARD INC | 2 | 1 | 1.60% | 2.58% | 3.50% | Q3 2015 | Q1 2020 | 3 |
JBL | JABIL INC | 3 | 3 | 1.54% | 2.48% | 3.15% | Q1 2023 | Q3 2023 | 3 |
CHKP | CHECK POINT SOFTWARE T... | 3 | 3 | 1.63% | 2.48% | 3.19% | Q1 2022 | Q3 2022 | 3 |
AMAT | APPLIED MATLS INC | 3 | 3 | 1.60% | 2.23% | 3.32% | Q1 2021 | Q3 2021 | 3 |
IAC | IAC INTERACTIVECORP | 2 | 1 | 0.24% | 2.17% | 4.39% | Q4 2013 | Q3 2015 | 3 |
MULE | MULESOFT INC | 3 | 3 | 0.10% | 2.12% | 3.52% | Q3 2017 | Q1 2018 | 3 |
MRVL | MARVELL TECHNOLOGY INC | 3 | 3 | 1.06% | 1.91% | 3.41% | Q1 2022 | Q3 2022 | 3 |
INST | INSTRUCTURE INC | 3 | 3 | 1.32% | 1.89% | 2.93% | Q1 2017 | Q3 2017 | 3 |
MA | MASTERCARD INC | 3 | 3 | 1.63% | 1.78% | 1.90% | Q2 2013 | Q4 2013 | 3 |
CBS | CBS CORP NEW | 3 | 3 | 1.61% | 1.74% | 1.86% | Q2 2013 | Q4 2013 | 3 |
PS | PLURALSIGHT INC | 3 | 3 | 1.17% | 1.64% | 2.23% | Q3 2018 | Q1 2019 | 3 |
PLAN | ANAPLAN INC | 3 | 3 | 0.55% | 1.61% | 3.34% | Q3 2019 | Q1 2020 | 3 |
AVGO | BROADCOM INC | 3 | 3 | 1.40% | 1.53% | 1.70% | Q1 2022 | Q3 2022 | 3 |
CYBR | CYBERARK SOFTWARE LTD | 3 | 3 | 0.44% | 1.48% | 2.25% | Q1 2023 | Q3 2023 | 3 |
ACLS | AXCELIS TECHNOLOGIES INC | 3 | 3 | 0.74% | 1.31% | 1.70% | Q1 2023 | Q3 2023 | 3 |
RMBS | RAMBUS INC DEL | 3 | 3 | 0.84% | 1.28% | 2.12% | Q1 2023 | Q3 2023 | 3 |
ENOVIX CORPORATION | 3 | 3 | 0.89% | 1.17% | 1.65% | Q3 2021 | Q1 2022 | 3 | |
FTCH | FARFETCH LTD | 1 | 1 | 0.42% | 1.02% | 1.43% | Q3 2018 | Q4 2020 | 3 |
THOUGHTWORKS HOLDING INC | 3 | 3 | 0.70% | 0.83% | 0.95% | Q3 2021 | Q1 2022 | 3 | |
TREE | LENDINGTREE INC NEW | 3 | 3 | 0.28% | 0.80% | 1.59% | Q3 2015 | Q1 2016 | 3 |
CCC INTELLIGENT SOLUTI... | 3 | 3 | 0.46% | 0.67% | 0.90% | Q3 2021 | Q1 2022 | 3 | |
PAGS | PAGSEGURO DIGITAL LTD | 3 | 3 | 0.50% | 0.62% | 0.72% | Q1 2019 | Q3 2019 | 3 |
GLBE | GLOBAL E ONLINE LTD | 3 | 3 | 0.19% | 0.50% | 0.74% | Q2 2021 | Q4 2021 | 3 |
APPN | APPIAN CORP | 3 | 3 | 0.31% | 0.34% | 0.36% | Q2 2017 | Q4 2017 | 3 |
FOXA | TWENTY FIRST CENTY FOX... | 3 | 3 | 0.32% | 0.33% | 0.34% | Q3 2013 | Q1 2014 | 3 |
RVLV | REVOLVE GROUP INC | 3 | 3 | 0.13% | 0.18% | 0.25% | Q2 2019 | Q4 2019 | 3 |
TASK | TASKUS INC | 3 | 3 | 0.04% | 0.15% | 0.32% | Q2 2021 | Q4 2021 | 3 |
OLO | OLO INC | 3 | 3 | 0.08% | 0.14% | 0.27% | Q1 2021 | Q3 2021 | 3 |
U | UNITY SOFTWARE INC | 3 | 3 | 0.09% | 0.12% | 0.15% | Q3 2020 | Q1 2021 | 3 |
CPARU | CATALYST PARTNRS ACQUI... | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
XMTR | XOMETRY INC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
ISHARES TR | 1 | 1 | 8.22% | 10.54% | 12.86% | Q3 2016 | Q1 2017 | 2 | |
RFMD | RF MICRODEVICES INC | 2 | 2 | 5.55% | 6.88% | 8.21% | Q3 2014 | Q4 2014 | 2 |
LNKD | LINKEDIN CORP | 2 | 2 | 6.30% | 6.59% | 6.87% | Q2 2013 | Q3 2013 | 2 |
BIDU | BAIDU INC | 2 | 2 | 5.15% | 5.21% | 5.28% | Q3 2014 | Q4 2014 | 2 |
DRAFTKINGS INC NEW | 2 | 2 | 3.72% | 4.33% | 4.95% | Q2 2023 | Q3 2023 | 2 | |
GIMO | GIGAMON INC | 2 | 2 | 3.08% | 3.99% | 4.91% | Q3 2016 | Q4 2016 | 2 |
ININ | INTERACTIVE INTELLIGEN... | 2 | 2 | 2.76% | 3.96% | 5.17% | Q1 2016 | Q2 2016 | 2 |
TLND | TALEND S A | 2 | 2 | 2.37% | 3.80% | 5.23% | Q2 2018 | Q3 2018 | 2 |
CYOU | CHANGYOU COM LTD | 2 | 2 | 2.32% | 3.80% | 5.28% | Q2 2013 | Q3 2013 | 2 |
ARRS | ARRIS INTL INC | 2 | 2 | 3.09% | 3.53% | 3.96% | Q3 2016 | Q4 2016 | 2 |
PYPL | PAYPAL HLDGS INC | 2 | 2 | 3.19% | 3.46% | 3.72% | Q1 2019 | Q2 2019 | 2 |
DOCU | DOCUSIGN INC | 2 | 2 | 2.33% | 3.32% | 4.32% | Q1 2020 | Q2 2020 | 2 |
DANG | E-COMMERCE CHINA DANGD... | 2 | 2 | 2.38% | 2.72% | 3.07% | Q2 2013 | Q3 2013 | 2 |
HOST HOTELS & RESORTS INC | 2 | 2 | 2.03% | 2.54% | 3.04% | Q4 2016 | Q1 2017 | 2 | |
SIMO | SILICON MOTION TECHNOL... | 2 | 2 | 2.20% | 2.40% | 2.60% | Q3 2014 | Q4 2014 | 2 |
GA | GIANT INTERACTIVE GROU... | 2 | 2 | 1.37% | 2.23% | 3.09% | Q2 2013 | Q3 2013 | 2 |
MSCC | MICROSEMI CORP | 2 | 2 | 1.56% | 1.99% | 2.42% | Q1 2015 | Q2 2015 | 2 |
MSTR | MICROSTRATEGY INC | 2 | 2 | 1.18% | 1.97% | 2.76% | Q1 2016 | Q2 2016 | 2 |
CGNX | COGNEX CORP | 2 | 2 | 1.19% | 1.89% | 2.59% | Q2 2017 | Q3 2017 | 2 |
DOCN | DIGITALOCEAN HLDGS INC | 2 | 2 | 1.48% | 1.89% | 2.31% | Q3 2021 | Q4 2021 | 2 |
QLIK | QLIK TECHNOLOGIES INC | 2 | 2 | 0.63% | 1.87% | 3.11% | Q3 2014 | Q4 2014 | 2 |
ACIA | ACACIA COMMUNICATIONS INC | 1 | 1 | 1.28% | 1.86% | 2.44% | Q2 2016 | Q1 2017 | 2 |
RBLX | ROBLOX CORP | 2 | 2 | 1.06% | 1.80% | 2.55% | Q2 2021 | Q3 2021 | 2 |
SAIL | SAILPOINT TECHNLGIES H... | 2 | 2 | 1.13% | 1.72% | 2.31% | Q2 2018 | Q3 2018 | 2 |
INTC | INTEL CORP | 1 | 1 | 1.52% | 1.67% | 1.82% | Q2 2018 | Q1 2020 | 2 |
MAR | MARRIOTT INTL INC NEW | 2 | 2 | 1.58% | 1.63% | 1.68% | Q1 2019 | Q2 2019 | 2 |
IIVI | II-VI INC | 2 | 2 | 1.57% | 1.58% | 1.58% | Q1 2022 | Q2 2022 | 2 |
BOX | BOX INC | 1 | 1 | 0.78% | 1.52% | 2.26% | Q2 2017 | Q4 2017 | 2 |
STMP | STAMPS COM INC | 2 | 2 | 1.48% | 1.50% | 1.52% | Q2 2017 | Q3 2017 | 2 |
BKS | BARNES & NOBLE INC | 2 | 2 | 1.04% | 1.38% | 1.72% | Q2 2015 | Q3 2015 | 2 |
HIMAX TECHNOLOGIES INC | 2 | 2 | 1.21% | 1.31% | 1.42% | Q3 2017 | Q4 2017 | 2 | |
BILI | BILIBILI INC | 2 | 2 | 0.98% | 1.30% | 1.62% | Q4 2020 | Q1 2021 | 2 |
ICGE | ICG GROUP INC | 2 | 2 | 0.96% | 1.23% | 1.50% | Q1 2014 | Q2 2014 | 2 |
SAMSARA INC | 2 | 2 | 0.91% | 1.19% | 1.47% | Q2 2023 | Q3 2023 | 2 | |
VG | VONAGE HLDGS CORP | 2 | 2 | 1.00% | 1.14% | 1.29% | Q3 2016 | Q4 2016 | 2 |
MTSI | MACOM TECH SOLUTIONS H... | 1 | 1 | 1.07% | 1.13% | 1.20% | Q1 2015 | Q2 2017 | 2 |
TEAM | ATLASSIAN CORP PLC | 2 | 2 | 0.56% | 1.09% | 1.63% | Q4 2015 | Q1 2016 | 2 |
TWTR | TWITTER INC | 1 | 1 | 0.08% | 1.03% | 1.97% | Q1 2020 | Q1 2021 | 2 |
CALX | CALIX INC | 2 | 2 | 0.47% | 0.99% | 1.51% | Q4 2021 | Q1 2022 | 2 |
QTNA | QUANTENNA COMMUNICATIO... | 2 | 2 | 0.89% | 0.96% | 1.03% | Q4 2016 | Q1 2017 | 2 |
CDNS | CADENCE DESIGN SYSTEM INC | 2 | 2 | 0.78% | 0.89% | 1.00% | Q2 2023 | Q3 2023 | 2 |
PTC | PTC INC | 1 | 1 | 0.85% | 0.89% | 0.94% | Q2 2016 | Q3 2018 | 2 |
PRO | PROS HOLDINGS INC | 2 | 2 | 0.74% | 0.84% | 0.94% | Q4 2017 | Q1 2018 | 2 |
ROBINHOOD MKTS INC | 2 | 2 | 0.29% | 0.79% | 1.28% | Q3 2021 | Q4 2021 | 2 | |
BL | BLACKLINE INC | 2 | 2 | 0.28% | 0.76% | 1.23% | Q3 2017 | Q4 2017 | 2 |
VICR | VICOR CORP | 2 | 2 | 0.21% | 0.57% | 0.92% | Q2 2021 | Q3 2021 | 2 |
GITLAB INC | 1 | 1 | 0.11% | 0.48% | 0.84% | Q4 2021 | Q3 2022 | 2 | |
ABNB | AIRBNB INC | 2 | 2 | 0.30% | 0.38% | 0.46% | Q4 2020 | Q1 2021 | 2 |
MQ | MARQETA INC | 1 | 1 | 0.09% | 0.21% | 0.32% | Q2 2021 | Q3 2023 | 2 |
FROG | JFROG LTD | 1 | 1 | 0.01% | 0.20% | 0.40% | Q3 2020 | Q4 2022 | 2 |
AMPLITUDE INC | 2 | 2 | 0.01% | 0.14% | 0.26% | Q1 2022 | Q2 2022 | 2 | |
AI | C3 AI INC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q1 2021 | 2 |
BRAZE INC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 | |
VRM | VROOM INC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2020 | Q3 2020 | 2 |
MELI KASZEK PIONEER CORP | 2 | 2 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 | |
DLB | DOLBY LABORATORIES INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
STARWOOD HOTELS&RE... | 1 | 1 | 4.83% | 4.83% | 4.83% | Q4 2013 | Q4 2013 | 1 | |
JMEI | JUMEI INTL HLDG LTD | 1 | 1 | 4.58% | 4.58% | 4.58% | Q2 2014 | Q2 2014 | 1 |
SPDR S&P 500 ETF TR | 1 | 1 | 4.49% | 4.49% | 4.49% | Q1 2017 | Q1 2017 | 1 | |
GRUB | GRUBHUB INC | 1 | 1 | 4.39% | 4.39% | 4.39% | Q1 2015 | Q1 2015 | 1 |
STARWOOD PPTY TR INC | 1 | 1 | 4.37% | 4.37% | 4.37% | Q3 2013 | Q3 2013 | 1 | |
SODA | SODASTREAM INTERNATION... | 1 | 1 | 4.26% | 4.26% | 4.26% | Q2 2013 | Q2 2013 | 1 |
V | VISA INC | 1 | 1 | 3.92% | 3.92% | 3.92% | Q4 2022 | Q4 2022 | 1 |
FACEBOOK INC | 1 | 1 | 3.55% | 3.55% | 3.55% | Q1 2017 | Q1 2017 | 1 | |
INTERNATIONAL BUSINESS... | 1 | 1 | 3.39% | 3.39% | 3.39% | Q4 2014 | Q4 2014 | 1 | |
VMW | VMWARE INC | 1 | 1 | 3.34% | 3.34% | 3.34% | Q2 2018 | Q2 2018 | 1 |
XLNX | XILINX INC | 1 | 1 | 2.91% | 2.91% | 2.91% | Q1 2019 | Q1 2019 | 1 |
INVN | INVENSENSE INC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q1 2014 | Q1 2014 | 1 |
YY INC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q3 2016 | Q3 2016 | 1 | |
MTCH | MATCH GROUP INC NEW | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2020 | Q4 2020 | 1 |
BNFT | BENEFITFOCUS INC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q4 2016 | Q4 2016 | 1 |
UBER | UBER TECHNOLOGIES INC | 1 | 1 | 2.27% | 2.27% | 2.27% | Q4 2020 | Q4 2020 | 1 |
Z | ZILLOW GROUP INC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q2 2018 | Q2 2018 | 1 |
CRTO | CRITEO S A | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2014 | Q2 2014 | 1 |
RHT | RED HAT INC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q1 2018 | Q1 2018 | 1 |
SERVICENOW INC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2017 | Q1 2017 | 1 | |
ENV | ENVESTNET INC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q1 2014 | Q1 2014 | 1 |
TSLA | TESLA INC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q3 2020 | Q3 2020 | 1 |
EBAY | EBAY INC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2013 | Q2 2013 | 1 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2022 | Q2 2022 | 1 |
UPST | UPSTART HLDGS INC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2021 | Q3 2021 | 1 |
QUNR | QUNAR CAYMAN IS LTD | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2015 | Q3 2015 | 1 |
SQ | SQUARE INC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2018 | Q4 2018 | 1 |
CEVA | CEVA INC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2017 | Q2 2017 | 1 |
YANDEX N V | 1 | 1 | 1.44% | 1.44% | 1.44% | Q1 2014 | Q1 2014 | 1 | |
LOGM | LOGMEIN INC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2016 | Q4 2016 | 1 |
BNED | BARNES & NOBLE ED INC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2015 | Q3 2015 | 1 |
STM | STMICROELECTRONICS N V | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2015 | Q1 2015 | 1 |
EXPE | EXPEDIA GROUP INC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2020 | Q4 2020 | 1 |
ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2020 | Q3 2020 | 1 |
CVLT | COMMVAULT SYSTEMS INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2013 | Q2 2013 | 1 |
YNDX | YANDEX N V | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2014 | Q2 2014 | 1 |
ATLASSIAN CORPORATION | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2022 | Q4 2022 | 1 | |
IDTI | INTEGRATED DEVICE TECH... | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2014 | Q2 2014 | 1 |
SFUN | SOUFUN HLDGS LTD | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2013 | Q3 2013 | 1 |
AKAM | AKAMAI TECHNOLOGIES INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
COIN | COINBASE GLOBAL INC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2022 | Q1 2022 | 1 |
MENT | MENTOR GRAPHICS CORP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2015 | Q2 2015 | 1 |
EGHT | 8X8 INC NEW | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2020 | Q4 2020 | 1 |
CAMT | CAMTEK LTD | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
ZBRA | ZEBRA TECHNOLOGIES CORP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2015 | Q2 2015 | 1 |
SHOP | SHOPIFY INC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2019 | Q1 2019 | 1 |
NCNO | NCINO INC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2021 | Q1 2021 | 1 |
GTATQ | GT ADVANCED TECHNOLOGI... | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2013 | Q3 2013 | 1 |
YMM | FULL TRUCK ALLIANCE CO... | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2021 | Q2 2021 | 1 |
CLS | CELESTICA INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
COUP | COUPA SOFTWARE INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2019 | Q1 2019 | 1 |
ATML | ATMEL CORP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2015 | Q2 2015 | 1 |
SWKS | SKYWORKS SOLUTIONS INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2015 | Q1 2015 | 1 |
OKTA | OKTA INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2019 | Q1 2019 | 1 |
ARRS | ARRIS GROUP INC NEW | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2015 | Q2 2015 | 1 |
GRMN | GARMIN LTD | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2019 | Q4 2019 | 1 |
WORK | SLACK TECHNOLOGIES INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2019 | Q2 2019 | 1 |
ONTO | ONTO INNOVATION INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
GLOB | GLOBANT S A | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
MLNX | MELLANOX TECHNOLOGIES LTD | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2015 | Q3 2015 | 1 |
E M C CORP MASS | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2014 | Q3 2014 | 1 | |
MXIM | MAXIM INTEGRATED PRODS... | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
MSGE | SPHERE ENTERTAINMENT CO | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
RIVIAN AUTOMOTIVE INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 | |
SPT | SPROUT SOCIAL INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
LUCID GROUP INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 | |
STARWOOD HOTELS&RE... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 | |
NVMI | NOVA LTD | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
CRCT | CRICUT INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
DGNR | DRAGONEER GROWTH OPPOR... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
FLTX | FLEETMATICS GROUP PLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2013 | Q3 2013 | 1 |
VTEX | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 | |
ROOT | ROOT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
CDLX | CARDLYTICS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
KLAVIYO INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 | |
INSTRUCTURE HLDGS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 | |
XM | QUALTRICS INTL INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
AFRM | AFFIRM HLDGS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
ZI | ZOOMINFO TECHNOLOGIES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
NTNX | NUTANIX INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
ACVA | ACV AUCTIONS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
CS DISCO INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 | |
CLEARWATER ANALYTICS H... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 | |
ARCE | ARCO PLATFORM LTD | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
LYFT | LYFT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
REAL | THE REALREAL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
ENGAGESMART INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 | |
TBA | THOMA BRAVO ADVANTAGE | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
DLO | DLOCAL LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
FIT | FITBIT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
OZON | OZON HLDGS PLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
EB | EVENTBRITE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
REMITLY GLOBAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 | |
DEFINITIVE HEALTHCARE ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 | |
SVMK | SVMK INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
PD | PAGERDUTY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
SUMO | SUMO LOGIC INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
RSVA | RODGERS SILICON VALLEY... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
GSUM | GRIDSUM HLDG INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
DOCU | DOCUSIGN INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FRESHWORKS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 | |
YSG | YATSEN HLDG LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Download |
The securities at the top of the list , including AMAZON COM INC, META PLATFORMS INC, and MICROSOFT CORP, are the highest-conviction holdings of Whale Rock Capital Management.
The conviction is calculated by counting the number of quarters a security has been reported by Whale Rock Capital Management. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Whale Rock Capital Management owns currently or has owned in the past.