Whale Rock Capital Management LLC's most recent trades

Institution

10% Owner

COMPANY

NET TOTAL

12.20%

MICROSOFT CORP

1,439,857

$369,798,000.00

9.24%

MONOLITHIC PWR SYS INC

729,061

$279,989,000.00

8.71%

INTUIT

685,351

$264,162,000.00

8.02%

SPLUNK INC

2,748,086

$243,096,000.00

6.89%

AMAZON COM INC

1,967,688

$208,988,000.00

4.83%

ORACLE CORP

2,095,583

$146,418,000.00

4.38%

PALO ALTO NETWORKS INC

268,674

$132,709,000.00

4.33%

PURE STORAGE INC

5,100,476

$131,133,000.00

4.32%

MONGODB INC

504,292

$130,864,000.00

4.12%

CROWDSTRIKE HLDGS INC

740,281

$124,782,000.00

3.99%

JUNIPER NETWORKS INC

4,241,384

$120,879,000.00

3.54%

CHECK POINT SOFTWARE TECH LT

881,948

$107,404,000.00

3.15%

T-MOBILE US INC

710,648

$95,611,000.00

3.05%

KE HLDGS INC

5,155,342

$92,538,000.00

3.01%

HUBSPOT INC

303,963

$91,386,000.00

2.26%

LUMENTUM HLDGS INC

863,115

$68,549,000.00

2.03%

SALESFORCE INC

373,191

$61,591,000.00

1.97%

INTERNATIONAL BUSINESS MACHS

423,363

$59,775,000.00

1.86%

WORKDAY INC

403,235

$56,284,000.00

1.84%

DATADOG INC

586,661

$55,874,000.00

1.75%

II-VI INC

1,039,853

$52,981,000.00

1.55%

BROADCOM INC

96,872

$47,061,000.00

1.34%

ALPHABET INC

18,583

$40,497,000.00

1.01%

FIVE9 INC

334,602

$30,496,000.00

0.62%

ELASTIC N V

275,912

$18,671,000.00