Fund · 13F archive
Whale Rock Capital Management LLC — 2026 Q1 holdings
Period end
Filed
Portfolio value
$7.74B
Positions
35
We track
15
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc.★ | CAP STK CL A | $768.3M | 2.7M | 9.9% | ADD |
| 2 | SNDKSandisk Corporation★ | COM | $508.0M | 800K | 6.6% | TRIM |
| 3 | Celestica Inc | COM | $427.6M | 1.5M | 5.5% | TRIM |
| 4 | AMZNAmazon.com, Inc.★ | COM | $378.9M | 1.8M | 4.9% | TRIM |
| 5 | Ttm Technologies Inc | COM | $342.4M | 3.5M | 4.4% | TRIM |
| 6 | Advanced Energy Inds | COM | $329.8M | 1.0M | 4.3% | NEW |
| 7 | Fabrinet | SHS | $318.8M | 611K | 4.1% | TRIM |
| 8 | GLWCorning Incorporated★ | COM | $312.4M | 2.3M | 4.0% | TRIM |
| 9 | Mks INC. | COM | $300.3M | 1.3M | 3.9% | NEW |
| 10 | METAMeta Platforms, Inc.★ | CL A | $293.3M | 513K | 3.8% | ADD |
| 11 | Jfrog Ltd | ORD SHS | $282.5M | 6.0M | 3.6% | ADD |
| 12 | TSMTaiwan Semiconductor Manufacturing Company Limited★ | SPONSORED ADS | $276.9M | 819K | 3.6% | ADD |
| 13 | Applovin Corp | COM CL A | $276.8M | 696K | 3.6% | TRIM |
| 14 | CVNACarvana Co.★ | CL A | $275.9M | 878K | 3.6% | TRIM |
| 15 | Macom Tech Solutions Hldgs I | COM | $260.9M | 1.2M | 3.4% | ADD |
| 16 | Coherent Corp | COM | $232.3M | 975K | 3.0% | TRIM |
| 17 | AVGOBroadcom Inc.★ | COM | $228.2M | 737K | 2.9% | TRIM |
| 18 | BEBloom Energy Corporation★ | COM CL A | $224.1M | 1.7M | 2.9% | ADD |
| 19 | Lam Research Corp | COM NEW | $204.7M | 958K | 2.6% | NEW |
| 20 | Roblox Corp | CL A | $199.8M | 3.5M | 2.6% | TRIM |
| 21 | Sitime Corp | COM | $199.2M | 577K | 2.6% | TRIM |
| 22 | Tower Semiconductor Ltd | SHS NEW | $187.2M | 1.1M | 2.4% | NEW |
| 23 | NVDANVIDIA Corporation★ | COM | $181.6M | 1.0M | 2.3% | TRIM |
| 24 | Klaviyo Inc | COM SER A | $132.8M | 6.8M | 1.7% | ADD |
| 25 | Viavi Solutions Inc | COM | $115.6M | 3.5M | 1.5% | NEW |
| 26 | Western Digital Corp | COM | $111.4M | 412K | 1.4% | NEW |
| 27 | Ciena Corp | COM NEW | $89.8M | 231K | 1.2% | TRIM |
| 28 | Arm Holdings Plc | SPONSORED ADS | $68.4M | 452K | 0.9% | NEW |
| 29 | MDBMongoDB, Inc.★ | CL A | $55.0M | 225K | 0.7% | TRIM |
| 30 | Duolingo Inc | CL A COM | $46.5M | 472K | 0.6% | TRIM |
| 31 | Impinj Inc | COM | $41.6M | 405K | 0.5% | TRIM |
| 32 | AAPLApple Inc.★ | COM | $24.5M | 97K | 0.3% | NEW |
| 33 | MSFTMicrosoft Corporation★ | COM | $19.9M | 54K | 0.3% | NEW |
| 34 | AMDAdvanced Micro Devices, Inc.★ | COM | $14.1M | 69K | 0.2% | NEW |
| 35 | NFLXNetflix, Inc.★ | COM | $12.7M | 132K | 0.2% | NEW |