Whale Rock Capital Management LLC Portfolio Holdings by Sector

Whale Rock Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AVGO SMTC TSM SITM 5 stocks	$1.66 Million 22.07% of portfolio	2	3	-	-	0 Calls 0 Puts
Software—Application \| Technology APP DUOL FROG SHOP HUBS 5 stocks	$1.3 Million 17.22% of portfolio	3	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA SE MELI CPNG 5 stocks	$906,706 12.02% of portfolio	-	5	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$820,461 10.88% of portfolio	2	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology FN GLW TTMI 3 stocks	$579,914 7.69% of portfolio	2	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$515,236 6.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology PI CIEN HPE 3 stocks	$463,080 6.14% of portfolio	2	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials BE VRT 2 stocks	$451,328 5.98% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MDB MSFT OKTA 3 stocks	$366,884 4.86% of portfolio	2	-	-	-	0 Calls 0 Puts

Entertainment \| Communication Services NFLX 1 stocks	$276,613 3.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$198,822 2.64% of portfolio	-	1	-	-	0 Calls 0 Puts

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