• Boosted stakes in: MSFT, V, GOOGL, FLT, FIS, ZBH, BSX, SE, TMUS, AVTR
• Cut stakes in: TMO, AXP, LVS, CNC, HLT, AMZN, CSGP, AVB, BKNG, BPMC
WHALE ROCK CAPITAL MANAGEMENT
• Top new buys: DIS, UBER, ZS, SMAR, EXPE, FTCH, TRIP, BILI, EGHT, PDD
• Top exits: W, BABA, MSFT, AVLR, FTNT, STNE, AMD, AYX, CDAY, NOW
• Boosted stakes in: CRWD, CVNA, TSM, PINS, CREE, MDB, FIVN, SQ, SE, CRUS
• Cut stakes in: AMZN, JD, FB, ZM, OKTA, SHOP, COUP, NVDA, MPWR, FSLY
• Cut stakes in: TMO, AXP, LVS, CNC, HLT, AMZN, CSGP, AVB, BKNG, BPMC
WHALE ROCK CAPITAL MANAGEMENT
• Top new buys: DIS, UBER, ZS, SMAR, EXPE, FTCH, TRIP, BILI, EGHT, PDD
• Top exits: W, BABA, MSFT, AVLR, FTNT, STNE, AMD, AYX, CDAY, NOW
• Boosted stakes in: CRWD, CVNA, TSM, PINS, CREE, MDB, FIVN, SQ, SE, CRUS
• Cut stakes in: AMZN, JD, FB, ZM, OKTA, SHOP, COUP, NVDA, MPWR, FSLY