Whale Rock Capital Management

Whale Rock Capital Management as of June 30, 2026

Portfolio Holdings for Whale Rock Capital Management

Whale Rock Capital Management holds 35 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sandisk Corp (SNDK) 10.9 $1.4B 597k 2273.73
Advanced Micro Devices (AMD) 7.0 $877M 1.5M 580.91
Alphabet Cap Stk Cl A (GOOGL) 6.9 $856M 2.4M 357.37
TTM Technologies (TTMI) 6.4 $791M 4.2M 187.02
Astera Labs (ALAB) 6.1 $757M 1.6M 483.02
Amazon (AMZN) 4.7 $583M 2.4M 238.34
Corning Incorporated (GLW) 4.6 $571M 2.2M 255.43
MKS Instruments (MKSI) 4.5 $566M 1.3M 444.80
Celestica (CLS) 4.3 $539M 1.5M 364.80
Bloom Energy Corp Com Cl A (BE) 3.9 $487M 1.6M 302.70
Coherent Corp (COHR) 3.9 $482M 1.2M 394.47
Fabrinet SHS (FN) 3.4 $419M 745k 562.08
Sitime Corp (SITM) 3.4 $418M 561k 745.56
Jfrog Ord Shs (FROG) 3.3 $405M 4.5M 90.88
M/a (MTSI) 3.0 $376M 989k 380.37
Viavi Solutions Inc equities (VIAV) 2.6 $328M 6.9M 47.75
Lam Research Corp Com New (LRCX) 2.6 $322M 743k 433.33
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.3 $282M 590k 477.57
Carvana Cl A (CVNA) 2.3 $281M 4.3M 65.82
Meta Platforms Cl A (META) 2.1 $257M 456k 563.29
Western Digital (WDC) 2.1 $256M 401k 638.72
Applovin Corp Com Cl A (APP) 1.9 $238M 462k 515.23
Snowflake Com Shs (SNOW) 1.8 $225M 885k 254.50
Twilio Cl A (TWLO) 1.4 $170M 822k 206.33
Seagate Technology Hldngs Pl Ord Shs (STX) 1.2 $143M 149k 965.00
Klaviyo Com Ser A (KVYO) 0.7 $84M 5.5M 15.10
NVIDIA Corporation (NVDA) 0.6 $76M 377k 200.09
Mongodb Cl A (MDB) 0.6 $76M 225k 335.90
Impinj (PI) 0.5 $58M 405k 143.23
Duolingo Cl A Com (DUOL) 0.4 $54M 472k 115.02
Intel Corporation (INTC) 0.3 $36M 260k 139.63
Apple (AAPL) 0.2 $29M 100k 289.36
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.2 $26M 153k 170.86
Broadcom (AVGO) 0.2 $23M 60k 377.75
Cerebras Systems Com Cl A (CBRS) 0.1 $11M 51k 221.00