Whale Rock Capital Management LLC
CIK: 1387322
Holdings (35)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- SNDK
SANDISK CORP
$1.36B
596,545 sh10.89%-25.4% - AMD
ADVANCED MICRO DEVICES INC
$876.97M
1.51M sh7.04%+2081.2% - GOOGL
ALPHABET INC
$856.38M
2.40M sh6.88%-10.3% - TTMI
TTM TECHNOLOGIES INC
$791.2M
4.23M sh6.35%+20.4% - ALAB
ASTERA LABS INC
$757.32M
1.57M sh6.08%New - AMZN
AMAZON COM INC
$583.39M
2.45M sh4.68%+34.5% - GLW
CORNING INC
$570.63M
2.23M sh4.58%-2.8% - MKSI
MKS INC.
$565.51M
1.27M sh4.54%-2.7% - CLS
CELESTICA INC
$538.6M
1.48M sh4.32%-2.8% - BE
BLOOM ENERGY CORP
$486.83M
1.61M sh3.91%-2.8% - COHR
COHERENT CORP
$482.06M
1.22M sh3.87%+25.3% - FN
FABRINET
$418.62M
744,765 sh3.36%+21.8% - SITM
SITIME CORP
$418.04M
560,701 sh3.36%-2.8% - FROG
JFROG LTD
$405.18M
4.46M sh3.25%-25.9% - MTSI
MACOM TECH SOLUTIONS HLDGS I
$376.1M
988,785 sh3.02%-15.8% - VIAV
VIAVI SOLUTIONS INC
$328.33M
6.88M sh2.64%+98.0% - LRCX
LAM RESEARCH CORP
$321.81M
742,638 sh2.58%-22.5% - TSM
TAIWAN SEMICONDUCTOR MANUFAC
$281.72M
589,911 sh2.26%-28.0% - CVNA
CARVANA CO
$280.86M
4.27M sh2.25%-2.8% - META
META PLATFORMS INC
$256.85M
455,982 sh2.06%-11.0% - WDC
WESTERN DIGITAL CORP
$255.93M
400,687 sh2.05%-2.8% - APP
APPLOVIN CORP
$237.84M
461,611 sh1.91%-33.6% - SNOW
SNOWFLAKE INC
$225.15M
884,691 sh1.81%New - TWLO
TWILIO INC
$169.56M
821,768 sh1.36%New - STX
SEAGATE TECHNOLOGY HLDNGS PL
$143.34M
148,543 sh1.15%New - KVYO
KLAVIYO INC
$83.48M
5.53M sh0.67%-19.0% - NVDA
NVIDIA CORPORATION
$75.47M
377,204 sh0.61%-63.8% - MDB
MONGODB INC
$75.46M
224,648 sh0.61%+0.0% - PI
IMPINJ INC
$58.04M
405,244 sh0.47%+0.0% - DUOL
DUOLINGO INC
$54.26M
471,764 sh0.44%+0.0% - INTC
INTEL CORP
$36.29M
259,903 sh0.29%New - AAPL
APPLE INC
$28.87M
99,766 sh0.23%+3.3% - SPCX
SPACE EXPLORATION TECHN CORP
$26.06M
152,517 sh0.21%New - AVGO
BROADCOM INC
$22.58M
59,780 sh0.18%-91.9% - CBRS
CEREBRAS SYSTEMS INC
$11.2M
50,696 sh0.09%New
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 SNDK SANDISK CORP | 596,545 | $1.36B | -25.4% | 10.89% | Q2 2026 |
 AMD ADVANCED MICRO DEVICES INC | 1.51M | $876.97M | +2081.2% | 7.04% | Q2 2026 |
 GOOGL ALPHABET INC | 2.40M | $856.38M | -10.3% | 6.88% | Q2 2026 |
 TTMI TTM TECHNOLOGIES INC | 4.23M | $791.2M | +20.4% | 6.35% | Q2 2026 |
 ALAB ASTERA LABS INC | 1.57M | $757.32M | New | 6.08% | Q2 2026 |
 AMZN AMAZON COM INC | 2.45M | $583.39M | +34.5% | 4.68% | Q2 2026 |
 GLW CORNING INC | 2.23M | $570.63M | -2.8% | 4.58% | Q2 2026 |
 MKSI MKS INC. | 1.27M | $565.51M | -2.7% | 4.54% | Q2 2026 |
 CLS CELESTICA INC | 1.48M | $538.6M | -2.8% | 4.32% | Q2 2026 |
 BE BLOOM ENERGY CORP | 1.61M | $486.83M | -2.8% | 3.91% | Q2 2026 |
 COHR COHERENT CORP | 1.22M | $482.06M | +25.3% | 3.87% | Q2 2026 |
 FN FABRINET | 744,765 | $418.62M | +21.8% | 3.36% | Q2 2026 |
 SITM SITIME CORP | 560,701 | $418.04M | -2.8% | 3.36% | Q2 2026 |
 FROG JFROG LTD | 4.46M | $405.18M | -25.9% | 3.25% | Q2 2026 |
 MTSI MACOM TECH SOLUTIONS HLDGS I | 988,785 | $376.1M | -15.8% | 3.02% | Q2 2026 |
 VIAV VIAVI SOLUTIONS INC | 6.88M | $328.33M | +98.0% | 2.64% | Q2 2026 |
 LRCX LAM RESEARCH CORP | 742,638 | $321.81M | -22.5% | 2.58% | Q2 2026 |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 589,911 | $281.72M | -28.0% | 2.26% | Q2 2026 |
 CVNA CARVANA CO | 4.27M | $280.86M | -2.8% | 2.25% | Q2 2026 |
 META META PLATFORMS INC | 455,982 | $256.85M | -11.0% | 2.06% | Q2 2026 |
 WDC WESTERN DIGITAL CORP | 400,687 | $255.93M | -2.8% | 2.05% | Q2 2026 |
 APP APPLOVIN CORP | 461,611 | $237.84M | -33.6% | 1.91% | Q2 2026 |
 SNOW SNOWFLAKE INC | 884,691 | $225.15M | New | 1.81% | Q2 2026 |
 TWLO TWILIO INC | 821,768 | $169.56M | New | 1.36% | Q2 2026 |
 STX SEAGATE TECHNOLOGY HLDNGS PL | 148,543 | $143.34M | New | 1.15% | Q2 2026 |
 KVYO KLAVIYO INC | 5.53M | $83.48M | -19.0% | 0.67% | Q2 2026 |
 NVDA NVIDIA CORPORATION | 377,204 | $75.47M | -63.8% | 0.61% | Q2 2026 |
 MDB MONGODB INC | 224,648 | $75.46M | +0.0% | 0.61% | Q2 2026 |
 PI IMPINJ INC | 405,244 | $58.04M | +0.0% | 0.47% | Q2 2026 |
 DUOL DUOLINGO INC | 471,764 | $54.26M | +0.0% | 0.44% | Q2 2026 |
 INTC INTEL CORP | 259,903 | $36.29M | New | 0.29% | Q2 2026 |
 AAPL APPLE INC | 99,766 | $28.87M | +3.3% | 0.23% | Q2 2026 |
 SPCX SPACE EXPLORATION TECHN CORP | 152,517 | $26.06M | New | 0.21% | Q2 2026 |
 AVGO BROADCOM INC | 59,780 | $22.58M | -91.9% | 0.18% | Q2 2026 |
 CBRS CEREBRAS SYSTEMS INC | 50,696 | $11.2M | New | 0.09% | Q2 2026 |
1-35 of 35 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Whale Rock Capital Management LLC
Whale Rock Capital Management LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1387322). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 35 securities, not counting options, the same number as in Q1 2026.
Its five largest reported positions, in order, are SANDISK CORP (SNDK), ADVANCED MICRO DEVICES INC (AMD), ALPHABET INC (GOOGL), TTM TECHNOLOGIES INC (TTMI) and ASTERA LABS INC (ALAB). The next five are AMAZON COM INC (AMZN), CORNING INC (GLW), MKS INC. (MKSI), CELESTICA INC (CLS) and BLOOM ENERGY CORP (BE).
Recent 13F filings by Whale Rock Capital Management LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 35 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 35 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 32 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 36 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 42 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 32 securities.