WHALE ROCK CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 12.42M | $198.82M |
 | BE | 4.68M | $395.87M |
 | RBLX | 3.72M | $515.24M |
 | SMTC | 3.50M | $250.43M |
 | NVDA | 3.19M | $594.55M |
 | KVYO | 3.06M | $84.65M |
 | CLS | 2.99M | $737.50M |
 | FROG | 2.91M | $137.65M |
 | GLW | 2.62M | $215.11M |
 | TTMI | 2.02M | $116.14M |
 | HPE | 1.91M | $46.86M |
 | AMZN | 1.45M | $317.84M |
 | AVGO | 1.43M | $472.07M |
 | CHYM | 1.40M | $28.21M |
 | CIEN | 1.34M | $194.88M |
 | PI | 1.22M | $221.34M |
 | GOOGL | 1.17M | $284.50M |
 | SE | 1.16M | $207.47M |
 | APP | 971K | $697.99M |
 | DUOL | 868K | $279.41M |
Nu Holdings Ltd.
NU
Shares Held
12.42M
Value
$198.82M
Bloom Energy Corporation
BE
Shares Held
4.68M
Value
$395.87M
Roblox Corporation
RBLX
Shares Held
3.72M
Value
$515.24M
Semtech Corporation
SMTC
Shares Held
3.50M
Value
$250.43M
NVIDIA Corporation
NVDA
Shares Held
3.19M
Value
$594.55M
Klaviyo, Inc.
KVYO
Shares Held
3.06M
Value
$84.65M
Celestica Inc.
CLS
Shares Held
2.99M
Value
$737.50M
JFrog Ltd.
FROG
Shares Held
2.91M
Value
$137.65M
Corning Incorporated
GLW
Shares Held
2.62M
Value
$215.11M
TTM Technologies, Inc.
TTMI
Shares Held
2.02M
Value
$116.14M
Hewlett Packard Enterprise Company
HPE
Shares Held
1.91M
Value
$46.86M
Amazon.com, Inc.
AMZN
Shares Held
1.45M
Value
$317.84M
Broadcom Inc.
AVGO
Shares Held
1.43M
Value
$472.07M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
1.40M
Value
$28.21M
Ciena Corporation
CIEN
Shares Held
1.34M
Value
$194.88M
Impinj, Inc.
PI
Shares Held
1.22M
Value
$221.34M
Alphabet Inc.
GOOGL
Shares Held
1.17M
Value
$284.50M
Sea Limited
SE
Shares Held
1.16M
Value
$207.47M
AppLovin Corporation
APP
Shares Held
971K
Value
$697.99M
Duolingo, Inc.
DUOL
Shares Held
868K
Value
$279.41M