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Whale Rock Capital Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $12,456,319,060
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SANDISK CORP · COM · 80004C200 · shares: $1,356,382,263
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $876,970,782
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $856,384,314
- TTM TECHNOLOGIES INC · COM · 87305R109 · shares: $791,202,137
- ASTERA LABS INC · COM · 04626A103 · shares: $757,318,364
- AMAZON COM INC · COM · 023135106 · shares: $583,392,445
- CORNING INC · COM · 219350105 · shares: $570,630,365
- MKS INC. · COM · 55306N104 · shares: $565,506,710
- CELESTICA INC · COM · 15101Q207 · shares: $538,601,664
- BLOOM ENERGY CORP · COM CL A · 093712107 · shares: $486,833,924
Reported holdings
35 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SANDISK CORP | COM | 80004C200 | — | 596,545 shares | $1,356,382,263 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,509,650 shares | $876,970,782 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,396,352 shares | $856,384,314 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 4,230,575 shares | $791,202,137 |
| ASTERA LABS INC | COM | 04626A103 | — | 1,567,882 shares | $757,318,364 |
| AMAZON COM INC | COM | 023135106 | — | 2,447,732 shares | $583,392,445 |
| CORNING INC | COM | 219350105 | — | 2,233,999 shares | $570,630,365 |
| MKS INC. | COM | 55306N104 | — | 1,271,373 shares | $565,506,710 |
| CELESTICA INC | COM | 15101Q207 | — | 1,476,430 shares | $538,601,664 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 1,608,305 shares | $486,833,924 |
| COHERENT CORP | COM | 19247G107 | — | 1,222,035 shares | $482,056,146 |
| FABRINET | SHS | G3323L100 | — | 744,765 shares | $418,617,511 |
| SITIME CORP | COM | 82982T106 | — | 560,701 shares | $418,036,238 |
| JFROG LTD | ORD SHS | M6191J100 | — | 4,458,423 shares | $405,181,482 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | — | 988,785 shares | $376,104,150 |
| VIAVI SOLUTIONS INC | COM | 925550105 | — | 6,875,942 shares | $328,326,231 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 742,638 shares | $321,807,325 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 589,911 shares | $281,723,796 |
| CARVANA CO | CL A | 146869102 | — | 4,267,080 shares | $280,859,206 |
| META PLATFORMS INC | CL A | 30303M102 | — | 455,982 shares | $256,850,101 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 400,687 shares | $255,926,801 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 461,611 shares | $237,835,836 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 884,691 shares | $225,153,860 |
| TWILIO INC | CL A | 90138F102 | — | 821,768 shares | $169,555,391 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 148,543 shares | $143,343,995 |
| KLAVIYO INC | COM SER A | 49845K101 | — | 5,528,166 shares | $83,475,307 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 377,204 shares | $75,474,748 |
| MONGODB INC | CL A | 60937P106 | — | 224,648 shares | $75,459,263 |
| IMPINJ INC | COM | 453204109 | — | 405,244 shares | $58,043,098 |
| DUOLINGO INC | CL A COM | 26603R106 | — | 471,764 shares | $54,262,295 |
| INTEL CORP | COM | 458140100 | — | 259,903 shares | $36,290,256 |
| APPLE INC | COM | 037833100 | — | 99,766 shares | $28,868,290 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 152,517 shares | $26,059,055 |
| BROADCOM INC | COM | 11135F101 | — | 59,780 shares | $22,581,895 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 50,696 shares | $11,203,816 |