Whale Rock added DraftKings (NASDAQ:DKNG) to its holdings in Q2, while exiting T-Mobile (TMUS), Alibaba (NYSE:BABA), and Sea Ltd. (SE).
Whale Rock also exited Elastic NV (ESTC) and Kanzhun (BZ). The fund also added new stakes in Toast (TOST), Advanced Micro Devices (AMD), Confluent (CFLT), Samsara (IOT), and Monday.com (MNDY).
Whale Rock increased positions in Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Nu Holdings (NU), CyberArk (CYBR), and HubSpot (HUBS).
The fund reduced its positions in Intuit (INTU), Workday (WDAY), Arista Networks (ANET), Amazon (AMZN), and Jabil Circuit (JBL).