EdgeMarket › What Whale Rock Capital Management Llc reported owning
What Whale Rock Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
7.7BPositions
35Quarter
2026-03-31Shown below
35largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 768.3M | 9.9% | 2.7M | 344.82 | +73.0% |
| SNDK Sandisk Corp | 508.0M | 6.6% | 799.6K | 1,596.08 | +3494.8% |
| CLS CELESTICA INC | 427.6M | 5.5% | 1.5M | 296.55 | +62.1% |
| AMZN AMAZON COM INC | 378.9M | 4.9% | 1.8M | 258.63 | +15.6% |
| TTMI TTM TECHNOLOGIES INC | 342.4M | 4.4% | 3.5M | 110.54 | +175.9% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | 329.8M | 4.3% | 1.0M | 285.83 | +93.5% |
| FN Fabrinet | 318.8M | 4.1% | 611.3K | 436.67 | +55.8% |
| GLW CORNING INC /NY | 312.4M | 4.0% | 2.3M | 149.84 | +132.0% |
| MKSI MKS INC | 300.3M | 3.9% | 1.3M | 279.11 | +180.9% |
| META Meta Platforms, Inc. | 293.3M | 3.8% | 512.6K | 549.90 | -26.5% |
| FROG JFrog Ltd | 282.5M | 3.6% | 6.0M | 92.13 | +106.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 276.9M | 3.6% | 819.4K | 418.95 | +83.3% |
| APP AppLovin Corp | 276.8M | 3.6% | 695.5K | 305.77 | -25.9% |
| CVNA CARVANA CO. | 275.9M | 3.6% | 877.6K | 69.91 | +3.2% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 260.9M | 3.4% | 1.2M | 266.61 | +120.1% |
| COHR COHERENT CORP. | 232.3M | 3.0% | 975.0K | 289.52 | +234.5% |
| AVGO Broadcom Inc. | 228.2M | 2.9% | 737.1K | 368.45 | +26.5% |
| BE Bloom Energy Corp | 224.1M | 2.9% | 1.7M | 201.45 | +352.6% |
| LRCX LAM RESEARCH CORP | 204.7M | 2.6% | 957.9K | 314.00 | +216.7% |
| RBLX Roblox Corp | 199.8M | 2.6% | 3.5M | 38.37 | -67.6% |
| SITM SITIME Corp | 199.2M | 2.6% | 576.9K | 614.83 | +177.5% |
| TSEM TOWER SEMICONDUCTOR LTD | 187.2M | 2.4% | 1.1M | 222.59 | +344.7% |
| NVDA NVIDIA CORP | 181.6M | 2.3% | 1.0M | 214.72 | +22.4% |
| KVYO Klaviyo, Inc. | 132.8M | 1.7% | 6.8M | 18.33 | -41.4% |
| VIAV VIAVI SOLUTIONS INC. | 115.6M | 1.5% | 3.5M | 38.90 | +268.7% |
| WDC WESTERN DIGITAL CORP | 111.4M | 1.4% | 412.0K | 459.44 | +507.4% |
| CIEN CIENA CORP | 89.8M | 1.2% | 231.3K | 395.79 | +356.8% |
| ARM ARM HOLDINGS PLC /UK | 68.4M | 0.9% | 452.4K | 243.32 | +85.5% |
| MDB MongoDB, Inc. | 55.0M | 0.7% | 224.6K | 430.83 | +102.6% |
| DUOL Duolingo, Inc. | 46.5M | 0.6% | 471.8K | 146.13 | -56.9% |
| PI IMPINJ INC | 41.6M | 0.5% | 405.2K | 165.54 | +0.5% |
| AAPL Apple Inc. | 24.5M | 0.3% | 96.6K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 19.9M | 0.3% | 53.9K | 483.24 | -4.4% |
| AMD ADVANCED MICRO DEVICES INC | 14.1M | 0.2% | 69.2K | 473.25 | +186.5% |
| NFLX NETFLIX INC | 12.7M | 0.2% | 132.0K | 79.59 | -34.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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