Loading...
Loading...
BOSTON, MA · CIK 0001387322
New positions
7
Added to
8
Trimmed
17
Exited
7
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $12.46B across 35 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 59.3% of the portfolio.
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 |
Get alerts when Whale Rock Capital Management LLC files new 13F holdings.