§ 13F · FUND PROFILE
Whale Rock Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 32Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7820.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 2.10M | $657.6T | 8.4% | NEW |
| 2 | CLS | CELESTICA INC | 1.88M | $556.5T | 7.1% | NEW |
| 3 | APP | APPLOVIN CORP | 808K | $544.7T | 7.0% | NEW |
| 4 | CVNA | CARVANA CO | 1.07M | $451.9T | 5.8% | NEW |
| 5 | AMZN | AMAZON COM INC | 1.86M | $428.8T | 5.5% | NEW |
| 6 | AVGO | BROADCOM INC | 1.03M | $357.1T | 4.6% | NEW |
| 7 | RBLX | ROBLOX CORP | 4.11M | $332.6T | 4.3% | NEW |
| 8 | FROG | JFROG LTD | 5.30M | $330.9T | 4.2% | NEW |
| 9 | META | META PLATFORMS INC | 470K | $310.1T | 4.0% | NEW |
| 10 | TTMI | TTM TECHNOLOGIES INC | 4.28M | $295.1T | 3.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHALE SIGNAL
AC read
Whale Rock Capital Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed