Alex Sacerdote - Whale Rock Capital Management 13F Activity & Position Changes (Q1 2019)

According to the SEC 13F filed on Aug 14, 2026, the Whale Rock Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2019, the filing reported:

New Buys - Analog Devices, Inc., Farfetch Limited, Intuit Inc., Lyft, Inc., MercadoLibre, Inc., and 7 more

Increases - ALTERYX INC - CLASS A, COUPA SOFTWARE INC, Carvana Co., Dayforce, Inc., Alphabet Inc., and 6 more

Reductions - Amazon.com, Inc., Alibaba Group Holding Limited, Salesforce, Inc., Light & Wonder, Inc., MongoDB, Inc., and 6 more

Complete Exits - Adobe Inc., JD.com, Inc., Microsoft Corporation, NVIDIA Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Showing 30 of 38 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	ADBE Adobe Inc.	Adobe Inc.	Sell - Position Exit	-278,625	-100.0%	$0.00	-
Q1 2019	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy - Position Entry	+1,450,326	-	$152.68M	1,450,326
Q1 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-55,160	-22.7%	$333.70M	187,396
Q1 2019	AYXEUR ALTERYX INC - CLASS A	ALTERYX INC - CLASS A	Buy	+474,998	+168.7%	$63.45M	756,514
Q1 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-403,785	-53.6%	$63.69M	349,095
Q1 2019	COUPEUR COUPA SOFTWARE INC	COUPA SOFTWARE INC	Buy	+927,956	+41.9%	$285.89M	3,142,301
Q1 2019	CRM Salesforce, Inc.	Salesforce, Inc.	Sell	-248,271	-22.1%	$138.72M	875,956
Q1 2019	CVNA Carvana Co.	Carvana Co.	Buy	+1,046,806	+106.7%	$117.76M	2,028,224
Q1 2019	DAY Dayforce, Inc.	Dayforce, Inc.	Buy	+782,584	+19.9%	$241.63M	4,710,124
Q1 2019	FTCHQ Farfetch Limited	Farfetch Limited	Buy - Position Entry	+2,953,741	-	$79.48M	2,953,741
Q1 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+22,163	+22.4%	$142.67M	121,228
Q1 2019	INTU Intuit Inc.	Intuit Inc.	Buy - Position Entry	+683,017	-	$178.55M	683,017
Q1 2019	JD JD.com, Inc.	JD.com, Inc.	Sell - Position Exit	-2,924,233	-100.0%	$0.00	-
Q1 2019	LNW Light & Wonder, Inc.	Light & Wonder, Inc.	Sell	-3,075	-0.1%	$69.69M	3,412,819
Q1 2019	LYFT Lyft, Inc.	Lyft, Inc.	Buy - Position Entry	+70,000	-	$5.48M	70,000
Q1 2019	MDB MongoDB, Inc.	MongoDB, Inc.	Sell	-1,618	-0.1%	$351.28M	2,389,364
Q1 2019	MELI MercadoLibre, Inc.	MercadoLibre, Inc.	Buy - Position Entry	+75,952	-	$38.56M	75,952
Q1 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+74,059	+6.4%	$204.20M	1,225,040
Q1 2019	MPWR Monolithic Power Systems, Inc.	Monolithic Power Systems, Inc.	Sell	-370	-0.1%	$54.17M	399,813
Q1 2019	MSFT Microsoft Corporation	Microsoft Corporation	Sell - Position Exit	-1,124,782	-100.0%	$0.00	-
Q1 2019	NFLX Netflix, Inc.	Netflix, Inc.	Buy	+19,952	+3.1%	$238.59M	669,147
Q1 2019	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy - Position Entry	+714,541	-	$176.13M	714,541
Q1 2019	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell - Position Exit	-702,585	-100.0%	$0.00	-
Q1 2019	OKTA Okta, Inc.	Okta, Inc.	Sell	-1,554	-0.1%	$154.82M	1,871,370
Q1 2019	PAGS PagSeguro Digital	PagSeguro Digital	Buy - Position Entry	+1,342,123	-	$40.06M	1,342,123
Q1 2019	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy - Position Entry	+1,986,633	-	$206.29M	1,986,633
Q1 2019	RNG Ringcentral, Inc.	Ringcentral, Inc.	Sell	-258,978	-16.9%	$137.27M	1,273,386
Q1 2019	ROKU Roku, Inc.	Roku, Inc.	Buy - Position Entry	+2,082,122	-	$134.32M	2,082,122
Q1 2019	SHOP Shopify Inc.	Shopify Inc.	Sell	-87,000	-8.1%	$203.34M	984,124
Q1 2019	SMAR Smartsheet Inc.	Smartsheet Inc.	Sell	-2,497	-0.1%	$109.54M	2,685,502