WHALE ROCK CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 10.76M | $180.05M |
 | FROG | 5.30M | $330.90M |
 | TTMI | 4.28M | $295.07M |
 | RBLX | 4.11M | $332.64M |
 | SMTC | 3.90M | $287.50M |
 | KVYO | 3.06M | $99.29M |
 | GLW | 2.67M | $233.77M |
 | GOOGL | 2.10M | $657.59M |
 | HPE | 1.91M | $45.83M |
 | CLS | 1.88M | $556.45M |
 | AMZN | 1.86M | $428.84M |
 | WLTH | 1.60M | $21.74M |
 | BE | 1.34M | $116.40M |
 | NVDA | 1.20M | $224.12M |
 | COHR | 1.09M | $202.06M |
 | CVNA | 1.07M | $451.90M |
 | AVGO | 1.03M | $357.08M |
 | SNDK | 1.00M | $238.23M |
 | CIEN | 893K | $208.96M |
 | PI | 887K | $154.39M |
Nu Holdings Ltd.
NU
Shares Held
10.76M
Value
$180.05M
JFrog Ltd.
FROG
Shares Held
5.30M
Value
$330.90M
TTM Technologies, Inc.
TTMI
Shares Held
4.28M
Value
$295.07M
Roblox Corporation
RBLX
Shares Held
4.11M
Value
$332.64M
Semtech Corporation
SMTC
Shares Held
3.90M
Value
$287.50M
Klaviyo, Inc.
KVYO
Shares Held
3.06M
Value
$99.29M
Corning Incorporated
GLW
Shares Held
2.67M
Value
$233.77M
Alphabet Inc.
GOOGL
Shares Held
2.10M
Value
$657.59M
Hewlett Packard Enterprise Company
HPE
Shares Held
1.91M
Value
$45.83M
Celestica Inc.
CLS
Shares Held
1.88M
Value
$556.45M
Amazon.com, Inc.
AMZN
Shares Held
1.86M
Value
$428.84M
Wealthfront Corporation
WLTH
Shares Held
1.60M
Value
$21.74M
Bloom Energy Corporation
BE
Shares Held
1.34M
Value
$116.40M
NVIDIA Corporation
NVDA
Shares Held
1.20M
Value
$224.12M
Coherent, Inc.
COHR
Shares Held
1.09M
Value
$202.06M
Carvana Co.
CVNA
Shares Held
1.07M
Value
$451.90M
Broadcom Inc.
AVGO
Shares Held
1.03M
Value
$357.08M
Sandisk Corporation
SNDK
Shares Held
1.00M
Value
$238.23M
Ciena Corporation
CIEN
Shares Held
893K
Value
$208.96M
Impinj, Inc.
PI
Shares Held
887K
Value
$154.39M