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Whale Rock Capital Management 13F holdings — 2026-06-30

Filed by Whale Rock Capital Management LLC on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.

35positions
$12.5Breported value
7new positions
7positions sold out

Holdings

IssuerClassSharesValue% of 13FChange
SANDISK CORPCOM596,545$1.4B10.89%Reduced 25%
ADVANCED MICRO DEVICES INCCOM1,509,650$877.0M7.04%Added 2081%
ALPHABET INCCAP STK CL A2,396,352$856.4M6.88%Reduced 10%
TTM TECHNOLOGIES INCCOM4,230,575$791.2M6.35%Added 20%
ASTERA LABS INCCOM1,567,882$757.3M6.08%New position
AMAZON COM INCCOM2,447,732$583.4M4.68%Added 35%
CORNING INCCOM2,233,999$570.6M4.58%Reduced 3%
MKS INC.COM1,271,373$565.5M4.54%Reduced 3%
CELESTICA INCCOM1,476,430$538.6M4.32%Reduced 3%
BLOOM ENERGY CORPCOM CL A1,608,305$486.8M3.91%Reduced 3%
COHERENT CORPCOM1,222,035$482.1M3.87%Added 25%
FABRINETSHS744,765$418.6M3.36%Added 22%
SITIME CORPCOM560,701$418.0M3.36%Reduced 3%
JFROG LTDORD SHS4,458,423$405.2M3.25%Reduced 26%
MACOM TECH SOLUTIONS HLDGS ICOM988,785$376.1M3.02%Reduced 16%
VIAVI SOLUTIONS INCCOM6,875,942$328.3M2.64%Added 98%
LAM RESEARCH CORPCOM NEW742,638$321.8M2.58%Reduced 22%
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS589,911$281.7M2.26%Reduced 28%
CARVANA COCL A4,267,080$280.9M2.25%Added 386%
META PLATFORMS INCCL A455,982$256.9M2.06%Reduced 11%
WESTERN DIGITAL CORPCOM400,687$255.9M2.05%Reduced 3%
APPLOVIN CORPCOM CL A461,611$237.8M1.91%Reduced 34%
SNOWFLAKE INCCOM SHS884,691$225.2M1.81%New position
TWILIO INCCL A821,768$169.6M1.36%New position
SEAGATE TECHNOLOGY HLDNGS PLORD SHS148,543$143.3M1.15%New position
KLAVIYO INCCOM SER A5,528,166$83.5M0.67%Reduced 19%
NVIDIA CORPORATIONCOM377,204$75.5M0.61%Reduced 64%
MONGODB INCCL A224,648$75.5M0.61%No change
IMPINJ INCCOM405,244$58.0M0.47%No change
DUOLINGO INCCL A COM471,764$54.3M0.44%No change
INTEL CORPCOM259,903$36.3M0.29%New position
APPLE INCCOM99,766$28.9M0.23%Added 3%
SPACE EXPLORATION TECHN CORPCLASS A COM STK152,517$26.1M0.21%New position
BROADCOM INCCOM59,780$22.6M0.18%Reduced 92%
CEREBRAS SYSTEMS INCCOM CL A50,696$11.2M0.09%New position

Sold out since prior quarter

IssuerShares in prior quarterPrior value
ARM HOLDINGS PLC452,384$68.4M
TOWER SEMICONDUCTOR LTD1,066,737$187.2M
MICROSOFT CORP53,850$19.9M
ROBLOX CORP3,532,184$199.8M
CIENA CORP231,267$89.8M
NETFLIX INC.131,960$12.7M
ADVANCED ENERGY INDS1,022,112$329.8M

Options (puts/calls) are omitted. Values are as reported by the filer at quarter end. A 13F shows only certain U.S.-listed long positions and may be filed up to 45 days after the quarter ends, so it may not reflect current holdings.