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Free — 5 of 36

Data as of Q4 2025

All position changes for Whale Rock Capital Management LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	GOOGL Alphabet Inc	Increased	2.1M	+79.5%	$657.6M	8.4%	95
2025-Q4	CLS CELESTICA INC	Decreased	1.9M	-37.1%	$556.5M	7.1%	0
2025-Q4	APP AppLovin Corp	Decreased	808,356	-16.8%	$544.7M	7.0%	0
2025-Q4	CVNA Carvana Co	Increased	1.1M	+88.6%	$451.9M	5.8%	96
2025-Q4	AMZN Amazon.com Inc	Increased	1.9M	+28.3%	$428.8M	5.5%	77
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