Amazon.Com Inc

Alibaba Group Holding Limited American Depositary Shares, each r

BILL Holdings, Inc.

Salesforce, Inc.

Duolingo, Inc. Class A Common Stock

Jabil Inc.

Mercado Libre, Inc

Meta Platforms, Inc. Class A Common Stock

Microsoft Corp

NetFlix Inc

Nvidia Corp

Sea Limited American Depositary Shares, each representing one Cl

Workday, Inc. Class A Common Stock

Zscaler, Inc. Common Stock

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:
![Image upload](https://cdn.commonstock.com/3b96e03e2a95e305589f6417efdf67ca410c5be8f4b2baf65c2cdd2b81c10e14-1602x1330.png)

![Image upload](https://cdn.commonstock.com/f3978033f1f3e653203b644d51138454cc92584625371fa6078dd07c02c1e63a-1564x1332.png)

![Image upload](https://cdn.commonstock.com/9564ae476eb3acc056b48396d57fcb01647410ad8f8a58c38f31a9049534e2b8-1558x246.png)

Added some foreign exposure. I see the $MELI add but wonder if they have looked at $NU 

Beaver Capital

Whale Rock Q1 Positions

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Public Portfolio

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