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Hedge Vision
$127.1MFollowers
@hedgevisionMay 16
Whale Rock Q1 Positions
Whale Rock and Alex Sacerdote's Portfolio as of Q1:

Notable New Positions: $MELI $SE $ZS $AMZN $BILL $BABA

Top Positions, 41 total:
  1. $META, 8.06%
  2. $NVDA, 6.37%
  3. $NFLX, 6.27%
  4. $MSFT, 5.56
  5. $WDAY ,5.37%

Top Buys:
  1. $META
  2. $MSFT
  3. $DUOL
  4. $CRM
  5. $JBL


Positions listed below:
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Beaver Capital's avatar
Beaver Capital
@beaver_capMay 16
Added some foreign exposure. I see the $MELI add but wonder if they have looked at $NU
Joshua Simka's avatar
Joshua Simka
@tomatoMay 18
@beaver_cap Thanks for putting $NU on my radar! Hadn't heard of it, but triple-digit revenue growth and expanding margins sound very enticing
Beaver Capital's avatar
Beaver Capital
@beaver_capMay 18
@tomato they absolutely crushed their Q1 earnings! (And all their previous ones imo)
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