Whale Rock Capital Management Q2 2022 holdings

$3.37 Billion is the total value of Whale Rock Capital Management's 34 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 71.4% .

 Value Shares↓ Weighting
MSFT BuyMICROSOFT CORP$369,798
-10.9%
1,439,857
+7.0%
10.98%
+113.5%
MPWR SellMONOLITHIC PWR SYS INC$279,989
-24.1%
729,061
-4.0%
8.32%
+81.9%
INTU BuyINTUIT$264,162
+227.0%
685,351
+308.0%
7.84%
+683.7%
SPLK BuySPLUNK INC$243,096
+0.3%
2,748,086
+68.5%
7.22%
+140.3%
AMZN BuyAMAZON COM INC$208,988
-75.7%
1,967,688
+647.3%
6.21%
-41.7%
ORCL SellORACLE CORP$146,418
-45.7%
2,095,583
-35.7%
4.35%
+30.1%
PANW SellPALO ALTO NETWORKS INC$132,709
-49.9%
268,674
-36.9%
3.94%
+19.9%
PSTG SellPURE STORAGE INCcl a$131,133
-31.3%
5,100,476
-5.6%
3.89%
+64.7%
MDB BuyMONGODB INCcl a$130,864
-40.2%
504,292
+2.2%
3.89%
+43.2%
CRWD SellCROWDSTRIKE HLDGS INCcl a$124,782
-70.1%
740,281
-59.8%
3.71%
-28.5%
JNPR SellJUNIPER NETWORKS INC$120,879
-45.5%
4,241,384
-28.9%
3.59%
+30.6%
CHKP SellCHECK POINT SOFTWARE TECH LTord$107,404
-48.9%
881,948
-41.9%
3.19%
+22.5%
TMUS NewT-MOBILE US INC$95,611710,648
+100.0%
2.84%
BuyNU HLDGS LTD$93,499
-51.5%
24,999,620
+0.2%
2.78%
+16.3%
BEKE NewKE HLDGS INCsponsored ads$92,5385,155,342
+100.0%
2.75%
HUBS BuyHUBSPOT INC$91,386
-23.5%
303,963
+20.8%
2.71%
+83.3%
LITE NewLUMENTUM HLDGS INC$68,549863,115
+100.0%
2.04%
CRM NewSALESFORCE INC$61,591373,191
+100.0%
1.83%
IBM NewINTERNATIONAL BUSINESS MACHS$59,775423,363
+100.0%
1.78%
WDAY SellWORKDAY INCcl a$56,284
-76.5%
403,235
-59.7%
1.67%
-43.8%
DDOG SellDATADOG INC$55,874
-79.0%
586,661
-66.6%
1.66%
-49.7%
IIVI SellII-VI INC$52,981
-58.4%
1,039,853
-40.8%
1.57%
-0.4%
NewPAGAYA TECHNOLOGIES LTD$48,66011,641,149
+100.0%
1.44%
ZS NewZSCALER INC$47,685318,942
+100.0%
1.42%
AVGO SellBROADCOM INC$47,061
-61.0%
96,872
-49.4%
1.40%
-6.4%
GOOGL SellALPHABET INCcap stk cl a$40,497
-92.1%
18,583
-89.9%
1.20%
-81.0%
BZ NewKANZHUN LIMITEDsponsored ads$39,2711,494,338
+100.0%
1.17%
MRVL SellMARVELL TECHNOLOGY INC$35,628
-87.0%
818,473
-78.6%
1.06%
-68.9%
FIVN SellFIVE9 INC$30,496
-84.7%
334,602
-81.4%
0.91%
-63.2%
PCOR NewPROCORE TECHNOLOGIES INC$26,890592,421
+100.0%
0.80%
ESTC NewELASTIC N V$18,671275,912
+100.0%
0.55%
BuyTOAST INCcl a$18,406
-36.0%
1,422,403
+7.5%
0.55%
+53.7%
BuyHASHICORP INC$16,966
-6.6%
576,298
+71.3%
0.50%
+124.0%
BuyAMPLITUDE INC$8,639
+644.1%
604,558
+859.5%
0.26%
+1735.7%
ExitBRAZE INC$0-200,000
-100.0%
-0.10%
AYX ExitALTERYX INC$0-224,244
-100.0%
-0.20%
SPT ExitSPROUT SOCIAL INC$0-246,706
-100.0%
-0.24%
PATH ExitUIPATH INCcl a$0-1,122,665
-100.0%
-0.30%
OKTA ExitOKTA INCcl a$0-233,018
-100.0%
-0.44%
CALX ExitCALIX INC$0-887,366
-100.0%
-0.47%
DCT ExitDUCK CREEK TECHNOLOGIES INC$0-1,794,390
-100.0%
-0.49%
DOCS ExitDOXIMITY INCcl a$0-805,973
-100.0%
-0.52%
MNDY ExitMONDAY COM LTD$0-270,741
-100.0%
-0.53%
W ExitWAYFAIR INCcl a$0-405,920
-100.0%
-0.56%
KNBE ExitKNOWBE4 INCcl a$0-2,000,590
-100.0%
-0.57%
DASH ExitDOORDASH INCcl a$0-409,295
-100.0%
-0.60%
ExitCCC INTELLIGENT SOLUTIONS HL$0-4,590,182
-100.0%
-0.63%
CFLT ExitCONFLUENT INC$0-1,791,081
-100.0%
-0.91%
COIN ExitCOINBASE GLOBAL INC$0-393,693
-100.0%
-0.93%
ExitTHOUGHTWORKS HOLDING INC$0-3,675,404
-100.0%
-0.95%
ExitENOVIX CORPORATION$0-5,500,376
-100.0%
-0.97%
AMD ExitADVANCED MICRO DEVICES INC$0-747,716
-100.0%
-1.01%
FLYW ExitFLYWIRE CORPORATION$0-2,852,543
-100.0%
-1.08%
NVDA ExitNVIDIA CORPORATION$0-345,441
-100.0%
-1.17%
ASML ExitASML HOLDING N V$0-287,183
-100.0%
-2.38%
BILL ExitBILL COM HLDGS INC$0-884,367
-100.0%
-2.49%
SHOP ExitSHOPIFY INCcl a$0-318,298
-100.0%
-2.67%
TSLA ExitTESLA INC$0-244,313
-100.0%
-3.26%
ANET ExitARISTA NETWORKS INC$0-2,283,896
-100.0%
-3.93%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Alex Sacerdote — Authorized Person

Compare quarterly holdings

Export Whale Rock Capital Management's holdings

EDGAR filings