WHALE ROCK CAPITAL MANAGEMENT LLC
Alex Sacerdote

Stock Holdings
Option Holdings
Activity
Charts
All
Open
Closed
Added
Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
Report Date
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CLS
CELESTICA
6,866,214+926,296+15.59%
Created with Highcharts 10.1.0
$50.169.39%5.97%541,126,3252025-03-31
APP
APPLOVIN
1,839,128+42,302+2.35%
Created with Highcharts 10.1.0
$64.178.46%0.60%487,313,7462025-03-31
AMZN
AMAZON
2,523,296-970,724-27.78%
Created with Highcharts 10.1.0
$126.878.33%0.02%480,082,2972025-03-31
META
META
678,058-139,694-17.08%
Created with Highcharts 10.1.0
$215.256.78%0.03%390,805,5092025-03-31
DUOL
DUOLINGO
907,049-272,706-23.12%
Created with Highcharts 10.1.0
$130.714.89%2.31%281,674,9962025-03-31
GOOGL
ALPHABET
1,733,266+302,628+21.15%
Created with Highcharts 10.1.0
$126.444.65%0.03%268,032,2542025-03-31
OKTA
OKTA
2,543,104+1,729,403+212.54%
Created with Highcharts 10.1.0
$92.004.64%1.53%267,585,4032025-03-31
FN
FABRINET
1,288,145+448,368+53.39%
Created with Highcharts 10.1.0
$155.374.41%3.60%254,421,5192025-03-31
NU
NU HOLDINGS
24,461,170+2,376,376+10.76%
Created with Highcharts 10.1.0
$9.654.35%0.00%250,482,3812025-03-31
RBLX
ROBLOX
4,185,392-569,821-11.98%
Created with Highcharts 10.1.0
$45.774.23%0.66%243,966,5002025-03-31
CVNA
CARVANA
1,150,650-64,029-5.27%
Created with Highcharts 10.1.0
$195.694.17%0.85%240,577,9022025-03-31
AVGO
BROADCOM
1,435,925-1,127,956-43.99%
Created with Highcharts 10.1.0
$163.894.17%0.03%240,416,9232025-03-31
DKNG
DRAFTKINGS
6,101,961+1,130,075+22.73%
Created with Highcharts 10.1.0
$27.843.52%1.23%202,646,1252025-03-31
MSFT
MICROSOFT
537,431+512,636+2,067.50%
Created with Highcharts 10.1.0
$398.003.50%0.01%201,746,2232025-03-31
NVDA
NVIDIA
1,858,861-1,129,127-37.79%
Created with Highcharts 10.1.0
$15.103.50%0.01%201,463,3552025-03-31
SMTC
SEMTECH
3,954,112+687,910+21.06%
Created with Highcharts 10.1.0
$50.362.36%4.57%136,021,4532025-03-31
KVYO
KLAVIYO INC
4,329,749+461,298+11.92%
Created with Highcharts 10.1.0
$31.092.27%4.57%131,018,2052025-03-31
PI
IMPINJ
1,231,916+1,231,916
Open
Created with Highcharts 10.1.0
$113.421.94%4.25%111,734,7812025-03-31
HUBS
HUBSPOT
181,32800.00%
Created with Highcharts 10.1.0
$432.401.80%0.34%103,590,8732025-03-31
MELI
MERCADOLIBRE
46,637-42,946-47.94%
Created with Highcharts 10.1.0
$981.141.58%0.09%90,982,7242025-03-31
TSM
TAIWAN SEMICONDUCTOR
524,453+274,580+109.89%
Created with Highcharts 10.1.0
$146.971.51%0.00%87,059,1982025-03-31
VRT
VERTIV HOLDINGS
1,163,606-30,167-2.53%
Created with Highcharts 10.1.0
$84.701.46%0.31%84,012,3532025-03-31
WIX
WIXCOM
487,032-584,533-54.55%
Created with Highcharts 10.1.0
$135.781.38%0.00%79,571,2882025-03-31
BE
BLOOM ENERGY
3,954,534+3,954,534
Open
Created with Highcharts 10.1.0
$23.811.35%1.70%77,746,1382025-03-31
MDB
MONGODB
412,974+412,974
Open
Created with Highcharts 10.1.0
$229.631.26%0.51%72,435,6402025-03-31
MNDY
MONDAY.COM
192,204-202,724-51.33%
Created with Highcharts 10.1.0
$163.330.81%0.00%46,736,3252025-03-31
TOST
TOAST
1,398,509-5,865,201-80.75%
Created with Highcharts 10.1.0
$20.770.80%0.28%46,388,5442025-03-31
COMP
COMPASS
3,757,979+3,757,979
Open
Created with Highcharts 10.1.0
$8.100.57%0.72%32,807,1572025-03-31
HPE
HEWLETT PACKARD ENTERPRISE
1,908,017+1,892+0.10%
Created with Highcharts 10.1.0
$18.830.51%0.15%29,440,7022025-03-31
MPWR
MONOLITHIC POWER SYSTEMS
50,150+50,150
Open
Created with Highcharts 10.1.0
$631.720.50%0.10%29,085,9972025-03-31
COHR
COHERENT
444,433-1,677,112-79.05%
Created with Highcharts 10.1.0
$60.760.50%0.29%28,861,4792025-03-31
PDD
PDD HOLDINGS
199,016-1,171,250-85.48%
Created with Highcharts 10.1.0
$93.970.41%0.00%23,553,5442025-03-31
TTAN
ServiceTitan
0-40,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
TWLO
TWILIO
0-1,029,907
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
AAPL
APPLE
0-580,237
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
ALKT
ALKAMI TECHNOLOGY
0-2,150,440
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
CYBR
CYBERARK SOFTWARE
0-452,351
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
CRWD
CROWDSTRIKE HOLDINGS
0-242,400
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
CRTO
CRITEO SA
0-1,385,258
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
CRM
SALESFORCE
0-826,614
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
CPNG
COUPANG
0-6,971,033
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
RDDT
REDDIT INC
0-1,248,492
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
TEAM
ATLASSIAN
0-702,369
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31