13F-HR filed by Whale Rock Capital Management LLC
Whale Rock Capital Management LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 42 holding rows worth $7,208,635,970.
- Accession
- 0001172661-25-003481
- Filer
- CIK 1387322
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 42 entries on the cover page, a total value of $7,208,635,970 stated on the cover page (in dollars after the unit check, H1), rows summing to $7,208,635,970 with VALUE read as dollars as filed, 13F file number 028-12235. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CELESTICA INC COM | 15101Q207 | Stock | 4,639,115 | $724,212,243 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,591,319 | $567,392,489 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 621,984 | $459,080,171 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,637,124 | $451,273,231 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 1,224,524 | $428,681,362 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 3,432,031 | $361,049,661 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,592,989 | $349,485,857 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 253,209 | $339,079,768 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 17,840,345 | $244,769,533 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 5,339,131 | $228,995,329 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 1,409,496 | $225,434,790 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 488,779 | $200,409,166 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 582,811 | $196,383,995 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 634,182 | $186,880,752 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 3,991,848 | $180,192,019 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 62,562 | $163,513,920 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 605,847 | $137,218,287 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 3,684,445 | $123,723,663 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 3,557,564 | $106,584,617 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 329,280 | $103,551,974 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 2,423,595 | $98,931,148 | dollars as filed | |
| CORNING INC | 219350105 | COM | 1,875,306 | $98,622,343 | dollars as filed | |
| IMPINJ INC | 453204109 | COM | 886,098 | $98,418,905 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 195,680 | $97,333,189 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 1,008,185 | $89,940,184 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 1,275,022 | $88,155,021 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 419,563 | $88,104,034 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 402,805 | $85,829,689 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 656,977 | $84,362,417 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 149,246 | $83,074,801 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 1,713,706 | $75,197,419 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 87,168 | $68,656,132 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 835,848 | $67,979,518 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 2,030,449 | $48,568,340 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 1,398,466 | $48,261,062 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 434,854 | $43,472,354 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 1,908,017 | $39,018,948 | dollars as filed | |
| SILICON LABORATORIES INC COM | 826919102 | Stock | 248,282 | $36,586,836 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 420,128 | $33,883,323 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 556,519 | $27,274,996 | dollars as filed | |
| ALKAMI TECHNOLOGY INC | 01644J108 | COM | 665,945 | $20,071,582 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 173,544 | $8,980,902 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-003481 | this filing | 2025-08-14 | acceptance time not in the bulk data set |