# EDGAR Filing Document

**Accession Number:** 0001387322
**File Stem:** 0001172661-25-003760
**Filing Date:** 2025-8
**Character Count:** 18718
**Document Hash:** f4d7ed2b6064c27b9bed12f131dcd6fd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003760.hdr.sgml**: 20250825

**ACCESSION NUMBER**: 0001172661-25-003760

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250825

**EFFECTIVENESS DATE**: 20250825

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Whale Rock Capital Management LLC
- **CENTRAL INDEX KEY:** 0001387322

**ORGANIZATION NAME:**
- **EIN:** 562567478
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12235
- **FILM NUMBER:** 251250262

**BUSINESS ADDRESS:**
- **STREET 1:** 2 INTERNATIONAL PLACE, 24TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110
- **BUSINESS PHONE:** 617-502-9901

**MAIL ADDRESS:**
- **STREET 1:** 2 INTERNATIONAL PLACE, 24TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001387322

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Whale Rock Capital Management LLC

**Address:** 2 INTERNATIONAL PLACE, 24TH FLOOR, BOSTON, MA 02110

**Telephone number:** 617-502-9904

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-12235

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                     | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Affirm Holdings, Inc.              | 00827B106 | 12/09/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        1377107 |                0 | FOR         |                                  1377107 | FOR                         |  |
| Amazon.com, Inc.                   | 023135106 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        2468784 |                0 | FOR         |                                  2468784 | FOR                         |  |
| Apple Inc.                         | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         281444 |                0 | FOR         |                                   281444 | FOR                         |  |
| Bloom Energy Corporation           | 093712107 | 05/14/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        4003941 |                0 | AGAINST     |                                  4003941 | AGAINST                     |  |
| Broadcom Inc.                      | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        1147842 |                0 | FOR         |                                  1147842 | FOR                         |  |
| Carvana Co.                        | 146869102 | 05/05/2025     | To consider the approval, by an advisory vote, of the compensation of our named executive officers as disclosed in the Proxy Statement ("say-on-pay").                                                      | SECTION 14A SAY-ON-PAY VOTES |         609224 |                0 | FOR         |                                   609224 | FOR                         |  |
| Carvana Co.                        | 146869102 | 05/05/2025     | To recommend, by an advisory vote, the frequency of future advisory votes on the compensation of our named executive officers ("say-on-pay frequency").                                                     | SECTION 14A SAY-ON-PAY VOTES |         609224 |                0 | 1 YEAR      |                                   609224 | FOR                         |  |
| Celestica Inc.                     | 15101Q207 | 06/17/2025     | To approve, on an advisory basis, the compensation of Celestica Inc.'s named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        5820901 |                0 | FOR         |                                  5820901 | FOR                         |  |
| Celestica Inc.                     | 15101Q207 | 06/17/2025     | To approve, on an advisory basis, the frequency of future advisory resolutions on the compensation of Celestica Inc.'s named executive officers.                                                            | SECTION 14A SAY-ON-PAY VOTES |        5820901 |                0 | 1 YEAR      |                                  5820901 | FOR                         |  |
| Ciena Corporation                  | 171779309 | 03/27/2025     | Advisory vote on our named executive officer compensation, as described in the proxy materials.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         369171 |                0 | FOR         |                                   369171 | FOR                         |  |
| Coherent Corp.                     | 19247G107 | 11/14/2024     | Non-binding advisory vote to approve compensation paid to named executive officers in fiscal year 2024.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        1890094 |                0 | AGAINST     |                                  1890094 | AGAINST                     |  |
| Compass, Inc.                      | 20464U100 | 05/22/2025     | Advisory Vote To Approve 2024 Named Executive Officer Compensation ( Say-On-Pay Vote )                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        3757979 |                0 | AGAINST     |                                  3757979 | AGAINST                     |  |
| Coupang, Inc.                      | 22266T109 | 06/12/2025     | To consider a non-binding vote to approve the compensation of Coupang, Inc's named executive officers.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           6423 |                0 | FOR         |                                     6423 | FOR                         |  |
| DraftKings Inc.                    | 26142V105 | 05/19/2025     | To conduct a non-binding advisory vote on executive compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        6082870 |                0 | FOR         |                                  6082870 | FOR                         |  |
| Duolingo, Inc.                     | 26603R106 | 06/11/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         647547 |                0 | FOR         |                                   647547 | FOR                         |  |
| Fabrinet                           | G3323L100 | 12/12/2024     | Approval, on a non-binding, advisory basis, of the compensation of Fabrinet s named executive officers.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         400060 |                0 | FOR         |                                   400060 | FOR                         |  |
| Guidewire Software, Inc.           | 40171V100 | 12/17/2024     | To conduct a non-binding, advisory vote to approve the compensation of our named executive officers.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         877892 |                0 | FOR         |                                   877892 | FOR                         |  |
| Hewlett Packard Enterprise Company | 42824C109 | 04/02/2025     | Advisory vote to approve the Hewlett Packard Enterprise Company s executive compensation                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         215547 |                0 | FOR         |                                   215547 | FOR                         |  |
| Hubspot, Inc.                      | 443573100 | 06/04/2025     | Non-binding advisory vote to approve the compensation of the Company's named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         264842 |                0 | FOR         |                                   264842 | FOR                         |  |
| Impinj, Inc.                       | 453204109 | 06/05/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         505411 |                0 | FOR         |                                   505411 | FOR                         |  |
| Klaviyo, Inc.                      | 49845K101 | 06/10/2025     | To approve, on a non-binding advisory basis, the compensation of Klaviyo's named executive officers.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        3684373 |                0 | FOR         |                                  3684373 | FOR                         |  |
| Klaviyo, Inc.                      | 49845K101 | 06/10/2025     | To approve, on a non-binding advisory basis, the frequency of future stockholder advisory votes on the compensation of Klaviyo's named executive officers.                                                  | SECTION 14A SAY-ON-PAY VOTES |        3684373 |                0 | 1 YEAR      |                                  3684373 | FOR                         |  |
| MercadoLibre, Inc.                 | 58733R102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          36089 |                0 | FOR         |                                    36089 | FOR                         |  |
| Meta Platforms, Inc.               | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                           | SECTION 14A SAY-ON-PAY VOTES |         441128 |                0 | FOR         |                                   441128 | FOR                         |  |
| Meta Platforms, Inc.               | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years. | SECTION 14A SAY-ON-PAY VOTES |         441128 |                0 | 1 YEAR      |                                   441128 | AGAINST                     |  |
| Microsoft Corporation              | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         366948 |                0 | FOR         |                                   366948 | FOR                         |  |
| MongoDB, Inc.                      | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         531576 |                0 | FOR         |                                   531576 | FOR                         |  |
| MongoDB, Inc.                      | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the frequency of future advisory votes on the compensation of our named executive officers.                                                                   | SECTION 14A SAY-ON-PAY VOTES |         531576 |                0 | 1 YEAR      |                                   531576 | FOR                         |  |
| NVIDIA Corporation                 | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        2364399 |                0 | FOR         |                                  2364399 | FOR                         |  |
| Nextracker Inc.                    | 65290E101 | 08/19/2024     | The approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         970579 |                0 | AGAINST     |                                   970579 | AGAINST                     |  |
| Okta, Inc.                         | 679295105 | 06/24/2025     | To approve, on an advisory non-binding basis, the compensation of our named executive officers.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        1054565 |                0 | FOR         |                                  1054565 | FOR                         |  |
| Okta, Inc.                         | 679295105 | 06/24/2025     | To approve, on an advisory non-binding basis, the frequency of future advisory non-binding votes to approve the compensation of our named executive officers.                                               | SECTION 14A SAY-ON-PAY VOTES |        1054565 |                0 | 1 YEAR      |                                  1054565 | FOR                         |  |
| Roblox Corporation                 | 771049103 | 05/29/2025     | Advisory Vote on the Compensation of our Named Executive Officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        4153831 |                0 | AGAINST     |                                  4153831 | AGAINST                     |  |
| Samsara Inc.                       | 79589L106 | 07/10/2024     | The approval, on a non-binding advisory basis, of the compensation of Samsara Inc.'s named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        1180284 |                0 | AGAINST     |                                  1180284 | AGAINST                     |  |
| Semtech Corporation                | 816850101 | 06/05/2025     | Approve, on an advisory basis, the Company's executive compensation.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        3855253 |                0 | AGAINST     |                                  3855253 | AGAINST                     |  |
| Vertiv Holdings Co                 | 92537N108 | 06/18/2025     | To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                | SECTION 14A SAY-ON-PAY VOTES |        1117093 |                0 | FOR         |                                  1117093 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Whale Rock Capital Management LLC

**By (Signature):** Alex Sacerdote

**By (Printed Signature):** Alex Sacerdote

**By (Title):** Authorized Person

**Date:** 08/25/2025