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BOSTON, MA · CIK 0001387322
New positions
7
Added to
8
Trimmed
17
Exited
7
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNDKSANDISK CORP | $1.36B | 10.89% | -25.4% |
| 2 | AMDADVANCED MICRO DEVICES INC | $876.97M | 7.04% | +2081.2% |
| 3 | GOOGLALPHABET INC | $856.38M | 6.88% | -10.3% |
| 4 | TTMITTM TECHNOLOGIES INC | $791.20M | 6.35% | +20.4% |
| 5 | ALABASTERA LABS INC | $757.32M | 6.08% | New |
| 6 | AMZNAMAZON COM INC | $583.39M | 4.68% | +34.5% |
| 7 | GLWCORNING INC | $570.63M | 4.58% | -2.8% |
| 8 | MKSIMKS INC. | $565.51M | 4.54% | -2.7% |
| 9 | CLSCELESTICA INC | $538.60M | 4.32% | -2.8% |
| 10 | BEBLOOM ENERGY CORP | $486.83M | 3.91% | -2.8% |
| Stock | Value | Shares |
|---|---|---|
| ALABASTERA LABS INC | $757.32M | 1,567,882 |
| SNOWSNOWFLAKE INC | $225.15M | 884,691 |
| TWLOTWILIO INC | $169.56M | 821,768 |
| STXSEAGATE TECHNOLOGY HLDNGS PL | $143.34M | 148,543 |
| INTCINTEL CORP | $36.29M | 259,903 |
| SPCXSPACE EXPLORATION TECHN CORP | $26.06M | 152,517 |
| CBRSCEREBRAS SYSTEMS INC | $11.20M | 50,696 |
As of Q2 2026, Whale Rock Capital Management LLC reported a portfolio value of $12.46B across 35 positions in their 13F filing.
Whale Rock Capital Management LLC's largest holding is SNDK with a position worth $1.36B. Their top holdings include SNDK, AMD, GOOGL, TTMI, ALAB.
In Q2 2026, Whale Rock Capital Management LLC made the following changes to their portfolio: 7 new positions, 7 positions sold out, 8 positions increased, 17 positions reduced.
Whale Rock Capital Management LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when Whale Rock Capital Management LLC files new 13F holdings.