Whale Rock Capital Management
$7.7B Assets Reported
43 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 2,671,821 | $768M | 9.9% |
| SNDK | SANDISK CORP | 799,587 | $508M | 6.6% |
| CLS | CELESTICA INC | 1,518,201 | $428M | 5.5% |
| AMZN | AMAZON COM INC | 1,819,439 | $379M | 4.9% |
| TTMI | TTM TECHNOLOGIES INC | 3,514,560 | $342M | 4.4% |
| AEIS | ADVANCED ENERGY INDS | 1,022,112 | $330M | 4.3% |
| FN | FABRINET | 611,266 | $319M | 4.1% |
| GLW | CORNING INC | 2,297,424 | $312M | 4.0% |
| MKSI | MKS INC. | 1,306,724 | $300M | 3.9% |
| META | META PLATFORMS INC | 512,569 | $293M | 3.8% |
Track Whale Rock Capital Management's 13F portfolio: $7.7B in reported holdings, 43 positions. Top holdings, AUM, and quarterly changes on SentiSense.