Whale Rock Capital Management LLC: 13F holdings
CIK 13873222026Q2
| Positions | 35 |
|---|
| Reported value | $12.5bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 35 (+0 vs prior quarter) |
|---|
| Reported value | $12.5bn (+60.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDK SANDISK CORP | 596,545 | $1.4bn | 10.9% |
| AMD ADVANCED MICRO DEVICES INC | 1,509,650 | $877.0m | 7.0% |
| GOOGL ALPHABET INC | 2,396,352 | $856.4m | 6.9% |
| TTMI TTM TECHNOLOGIES INC | 4,230,575 | $791.2m | 6.4% |
| ALAB ASTERA LABS INC | 1,567,882 | $757.3m | 6.1% |
| AMZN AMAZON COM INC | 2,447,732 | $583.4m | 4.7% |
| GLW CORNING INC | 2,233,999 | $570.6m | 4.6% |
| MKSI MKS INC. | 1,271,373 | $565.5m | 4.5% |
| CLS CELESTICA INC | 1,476,430 | $538.6m | 4.3% |
| BE BLOOM ENERGY CORP | 1,608,305 | $486.8m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1387322")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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