§ 13F · FUND PROFILE
Whale Rock Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 35Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 2.67M | $768M | 9.9% | +27% |
| 2 | SNDK | SANDISK CORP | 800K | $508M | 6.6% | −20% |
| 3 | CLS | CELESTICA INC | 1.52M | $428M | 5.5% | −19% |
| 4 | AMZN | AMAZON COM INC | 1.82M | $379M | 4.9% | −2% |
| 5 | TTMI | TTM TECHNOLOGIES INC | 3.51M | $342M | 4.4% | −18% |
| 6 | AEIS | ADVANCED ENERGY INDS | 1.02M | $330M | 4.3% | NEW |
| 7 | FN | FABRINET | 611K | $319M | 4.1% | −1% |
| 8 | GLW | CORNING INC | 2.30M | $312M | 4.0% | −14% |
| 9 | MKSI | MKS INC. | 1.31M | $300M | 3.9% | NEW |
| 10 | META | META PLATFORMS INC | 513K | $293M | 3.8% | +9% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed