§ 13F · FUND PROFILE
Whale Rock Capital Management LLC.
AUM · $12.5B (13F)Positions · 35Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.4B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 597K | $1.4B | 10.9% | −25% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 1.51M | $877M | 7.0% | +2081% |
| 3 | GOOGL | ALPHABET INC | 2.40M | $856M | 6.9% | −10% |
| 4 | TTMI | TTM TECHNOLOGIES INC | 4.23M | $791M | 6.4% | +20% |
| 5 | ALAB | ASTERA LABS INC | 1.57M | $757M | 6.1% | NEW |
| 6 | AMZN | AMAZON COM INC | 2.45M | $583M | 4.7% | +35% |
| 7 | GLW | CORNING INC | 2.23M | $571M | 4.6% | −3% |
| 8 | MKSI | MKS INC. | 1.27M | $566M | 4.5% | −3% |
| 9 | CLS | CELESTICA INC | 1.48M | $539M | 4.3% | −3% |
| 10 | BE | BLOOM ENERGY CORP | 1.61M | $487M | 3.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHALE SIGNAL
AC read
Whale Rock Capital Management LLC is a Other fund managing $12.5 billion in assets. The fund runs a portfolio of 35 positions.
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