Whale Rock Capital Management as of Dec. 31, 2025
Portfolio Holdings for Whale Rock Capital Management
Whale Rock Capital Management holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $658M | 2.1M | 313.00 | |
| Celestica (CLS) | 7.1 | $557M | 1.9M | 295.61 | |
| Applovin Corp Com Cl A (APP) | 7.0 | $545M | 808k | 673.82 | |
| Carvana Cl A (CVNA) | 5.8 | $452M | 1.1M | 422.02 | |
| Amazon (AMZN) | 5.5 | $429M | 1.9M | 230.82 | |
| Broadcom (AVGO) | 4.6 | $357M | 1.0M | 346.10 | |
| Roblox Corp Cl A (RBLX) | 4.3 | $333M | 4.1M | 81.03 | |
| Jfrog Ord Shs (FROG) | 4.2 | $331M | 5.3M | 62.46 | |
| Meta Platforms Cl A (META) | 4.0 | $310M | 470k | 660.09 | |
| TTM Technologies (TTMI) | 3.8 | $295M | 4.3M | 69.00 | |
| Semtech Corporation (SMTC) | 3.7 | $288M | 3.9M | 73.69 | |
| Fabrinet SHS (FN) | 3.6 | $281M | 616k | 455.28 | |
| Mongodb Cl A (MDB) | 3.2 | $252M | 600k | 419.69 | |
| Sitime Corp (SITM) | 3.2 | $247M | 699k | 353.19 | |
| Sandisk Corp (SNDK) | 3.0 | $238M | 1.0M | 237.38 | |
| Corning Incorporated (GLW) | 3.0 | $234M | 2.7M | 87.56 | |
| NVIDIA Corporation (NVDA) | 2.9 | $224M | 1.2M | 186.50 | |
| Ciena Corp Com New (CIEN) | 2.7 | $209M | 894k | 233.87 | |
| Coherent Corp (COHR) | 2.6 | $202M | 1.1M | 184.57 | |
| MercadoLibre (MELI) | 2.5 | $198M | 98k | 2014.26 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.3 | $180M | 593k | 303.89 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.3 | $180M | 11M | 16.74 | |
| Impinj (PI) | 2.0 | $154M | 887k | 174.01 | |
| Duolingo Cl A Com (DUOL) | 2.0 | $154M | 877k | 175.50 | |
| M/a (MTSI) | 1.7 | $134M | 783k | 171.28 | |
| Bloom Energy Corp Com Cl A (BE) | 1.5 | $116M | 1.3M | 86.89 | |
| Klaviyo Com Ser A (KVYO) | 1.3 | $99M | 3.1M | 32.47 | |
| Hubspot (HUBS) | 0.8 | $60M | 149k | 401.30 | |
| Hewlett Packard Enterprise (HPE) | 0.6 | $46M | 1.9M | 24.02 | |
| Okta Cl A (OKTA) | 0.5 | $38M | 435k | 86.47 | |
| Wealthfront Corp (WLTH) | 0.3 | $22M | 1.6M | 13.59 | |
| Chime Finl Com Shs Cl A (CHYM) | 0.0 | $266k | 11k | 25.17 |
