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Whale Rock Capital Management LLC 13F holdings

Filed 2026-08-14 · Whale Rock Capital Management LLC · 35 positions · $12.5B

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TickerCompanySharesValue% of portfolio
SNDKSANDISK CORP596.5K$1.4B10.9%
AMDADVANCED MICRO DEVICES INC1.5M$877.0M7.0%
GOOGLALPHABET INC2.4M$856.4M6.9%
TTMITTM TECHNOLOGIES INC4.2M$791.2M6.4%
ALABASTERA LABS INC1.6M$757.3M6.1%
AMZNAMAZON COM INC2.4M$583.4M4.7%
GLWCORNING INC2.2M$570.6M4.6%
MKSIMKS INC.1.3M$565.5M4.5%
CLSCELESTICA INC1.5M$538.6M4.3%
BEBLOOM ENERGY CORP1.6M$486.8M3.9%
COHRCOHERENT CORP1.2M$482.1M3.9%
FNFABRINET744.8K$418.6M3.4%
SITMSITIME CORP560.7K$418.0M3.4%
FROGJFROG LTD4.5M$405.2M3.3%
MTSIMACOM TECH SOLUTIONS HLDGS I988.8K$376.1M3.0%
VIAVVIAVI SOLUTIONS INC6.9M$328.3M2.6%
LRCXLAM RESEARCH CORP742.6K$321.8M2.6%
TSMTAIWAN SEMICONDUCTOR MANUFAC589.9K$281.7M2.3%
CVNACARVANA CO4.3M$280.9M2.3%
METAMETA PLATFORMS INC456.0K$256.9M2.1%
WDCWESTERN DIGITAL CORP400.7K$255.9M2.1%
APPAPPLOVIN CORP461.6K$237.8M1.9%
SNOWSNOWFLAKE INC884.7K$225.2M1.8%
TWLOTWILIO INC821.8K$169.6M1.4%
STXSEAGATE TECHNOLOGY HLDNGS PL148.5K$143.3M1.2%
KVYOKLAVIYO INC5.5M$83.5M0.7%
NVDANVIDIA CORPORATION377.2K$75.5M0.6%
MDBMONGODB INC224.6K$75.5M0.6%
PIIMPINJ INC405.2K$58.0M0.5%
DUOLDUOLINGO INC471.8K$54.3M0.4%
INTCINTEL CORP259.9K$36.3M0.3%
AAPLAPPLE INC99.8K$28.9M0.2%
SPCXSPACE EXPLORATION TECHN CORP152.5K$26.1M0.2%
AVGOBROADCOM INC59.8K$22.6M0.2%
CBRSCEREBRAS SYSTEMS INC50.7K$11.2M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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