WHALE ROCK CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 771K | $24.82M |
 | SHOP | 765K | $113.76M |
 | META | 730K | $535.97M |
 | TSM | 727K | $202.99M |
 | FN | 682K | $248.67M |
 | VRT | 640K | $96.55M |
 | CVNA | 568K | $214.16M |
 | MDB | 552K | $171.36M |
 | SITM | 481K | $144.78M |
 | COHR | 459K | $49.49M |
 | OKTA | 435K | $39.88M |
 | MSFT | 301K | $155.65M |
 | NFLX | 231K | $276.61M |
 | HNGE | 174K | $8.52M |
 | HUBS | 149K | $69.82M |
 | MELI | 61K | $142.41M |
Coupang, Inc.
CPNG
Shares Held
771K
Value
$24.82M
Shopify Inc.
SHOP
Shares Held
765K
Value
$113.76M
Meta Platforms, Inc.
META
Shares Held
730K
Value
$535.97M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
727K
Value
$202.99M
Fabrinet
FN
Shares Held
682K
Value
$248.67M
Vertiv Holdings Co
VRT
Shares Held
640K
Value
$96.55M
Carvana Co.
CVNA
Shares Held
568K
Value
$214.16M
MongoDB, Inc.
MDB
Shares Held
552K
Value
$171.36M
SiTime Corporation
SITM
Shares Held
481K
Value
$144.78M
Coherent, Inc.
COHR
Shares Held
459K
Value
$49.49M
Okta, Inc.
OKTA
Shares Held
435K
Value
$39.88M
Microsoft Corporation
MSFT
Shares Held
301K
Value
$155.65M
Netflix, Inc.
NFLX
Shares Held
231K
Value
$276.61M
Hinge Health, Inc.
HNGE
Shares Held
174K
Value
$8.52M
HubSpot, Inc.
HUBS
Shares Held
149K
Value
$69.82M
MercadoLibre, Inc.
MELI
Shares Held
61K
Value
$142.41M