Whale Rock dumps Meta Platforms, but adds Amazon, Toast and slashes stake in Tesla, Alphabet
Whale Rock Capital Management has disclosed 49 total holdings in its latest 13F filings, with the portfolio value of $8.07B.
The fund's top holdings are Amazon.com (AMZN), Alphabet (GOOGL), CrowdStrike Holdings (CRWD), Microsoft (MSFT) and Monolithic Power Systems (MPWR).
New positions include Arista Networks (ANET), Juniper Networks (JNPR), Check Point Software Technologies (CHKP).

Stakes were increased in Amazon.com (AMZN) by 42%, Toast (TOST) by 362%, KnowBe4 (KNBE) by 60%.
It decreased its stakes in Tesla Motors (TSLA) to 2.4M shares from 10.3M, Bill.com Holdings (BILL), Alphabet (GOOGL), CrowdStrike Holdings (CRWD), and monday.com (MNDY).
It exited positions from Meta Platforms (FB), Carvana (CVNA), DigitalOcean Holdings (DOCN), Robinhood Markets (HOOD), Zendesk (ZEN)