Specialist · Public · Boston, MA
Whale Rock Capital Management LLC
Concentrated public technology investor.
- Software
- $1.3B
- Weight of 13F
- 10.0%
- Names
- 7
- Vs prior quarter
- +$437M
Filed 14 August 2026.
35 positions in the whole 13F.
Software held
- JFrogFROG4,458,423 shares · 32.4% of their software$405M+$123M
- AppLovinAPP461,611 shares · 19.0% of their software$238M−$39.0M
- SnowflakeSNOW884,691 shares · 18.0% of their software$225MNew
- TwilioTWLO821,768 shares · 13.6% of their software$170MNew
- KlaviyoKVYO5,528,166 shares · 6.7% of their software$83.5M−$49.3M
- MongoDBMDB224,648 shares · 6.0% of their software$75.5MFlat
- DuolingoDUOL471,764 shares · 4.3% of their software$54.3MFlat