Quarter snapshot
Whale Rock Capital Management
- Quarter
- Q4 2025
- Filed
- 2026-02-17
- Portfolio value
- $7,820,249,818
- Positions
- 32
- Sources
- 13F on EDGAR
Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | CHYM | No prior filing | 0.0% |
| ≡ | WLTH | No prior filing | 0.28% |
| ≡ | OKTA | No prior filing | 0.48% |
| ≡ | HPE | No prior filing | 0.59% |
| ≡ | HUBS | No prior filing | 0.77% |
| ≡ | KVYO | No prior filing | 1.27% |
| ≡ | BE | No prior filing | 1.49% |
| ≡ | MTSI | No prior filing | 1.72% |
| ≡ | DUOL | No prior filing | 1.97% |
| ≡ | PI | No prior filing | 1.97% |
| ≡ | NU | No prior filing | 2.3% |
| ≡ | TSM | No prior filing | 2.3% |
| ≡ | MELI | No prior filing | 2.53% |
| ≡ | COHR | No prior filing | 2.58% |
| ≡ | CIEN | No prior filing | 2.67% |
| ≡ | NVDA | No prior filing | 2.87% |
| ≡ | GLW | No prior filing | 2.99% |
| ≡ | SNDK | No prior filing | 3.05% |
| ≡ | SITM | No prior filing | 3.15% |
| ≡ | MDB | No prior filing | 3.22% |
| ≡ | FN | No prior filing | 3.59% |
| ≡ | SMTC | No prior filing | 3.68% |
| ≡ | TTMI | No prior filing | 3.77% |
| ≡ | META | No prior filing | 3.96% |
| ≡ | FROG | No prior filing | 4.23% |
| ≡ | RBLX | No prior filing | 4.25% |
| ≡ | AVGO | No prior filing | 4.57% |
| ≡ | AMZN | No prior filing | 5.48% |
| ≡ | CVNA | No prior filing | 5.78% |
| ≡ | APP | No prior filing | 6.97% |
| ≡ | CLS | No prior filing | 7.12% |
| ≡ | GOOG | No prior filing | 8.41% |