← Whale Rock Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2026-03-31 · Filed 2026-05-15 · Accession 0001172661-26-002159
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | APPLE INC | COM · 037833100 | LONG | 96,613 | $24.5 million |
| 2 | WESTERN DIGITAL CORP. | COM · 958102105 | LONG | 412,006 | $111.4 million |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 819,445 | $276.9 million |
| 4 | COHERENT CORP | COM · 19247G107 | LONG | 975,048 | $232.3 million |
| 5 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 1,041,128 | $181.6 million |
| 6 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 695,537 | $276.8 million |
| 7 | SITIME CORP | COM · 82982T106 | LONG | 576,933 | $199.2 million |
| 8 | ARM HOLDINGS PLC | SPONSORED ADS · 042068205 | LONG | 452,384 | $68.4 million |
| 9 | TOWER SEMICONDUCTOR LTD | SHS NEW · M87915274 | LONG | 1,066,737 | $187.2 million |
| 10 | MICROSOFT CORP | COM · 594918104 | LONG | 53,850 | $19.9 million |
| 11 | ROBLOX CORP | CL A · 771049103 | LONG | 3,532,184 | $199.8 million |
| 12 | CORNING INC | COM · 219350105 | LONG | 2,297,424 | $312.4 million |
| 13 | LAM RESEARCH CORP | COM NEW · 512807306 | LONG | 957,877 | $204.7 million |
| 14 | META PLATFORMS INC | CL A · 30303M102 | LONG | 512,569 | $293.3 million |
| 15 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 2,671,821 | $768.3 million |
| 16 | MKS INC. | COM · 55306N104 | LONG | 1,306,724 | $300.3 million |
| 17 | JFROG LTD | ORD SHS · M6191J100 | LONG | 6,019,793 | $282.5 million |
| 18 | IMPINJ INC | COM · 453204109 | LONG | 405,244 | $41.6 million |
| 19 | CIENA CORP | COM NEW · 171779309 | LONG | 231,267 | $89.8 million |
| 20 | FABRINET | SHS · G3323L100 | LONG | 611,266 | $318.8 million |
| 21 | NETFLIX INC | COM · 64110L106 | LONG | 131,960 | $12.7 million |
| 22 | AMAZON COM INC | COM · 023135106 | LONG | 1,819,439 | $378.9 million |
| 23 | VIAVI SOLUTIONS INC | COM · 925550105 | LONG | 3,473,152 | $115.6 million |
| 24 | BROADCOM INC | COM · 11135F101 | LONG | 737,142 | $228.2 million |
| 25 | ADVANCED ENERGY INDS | COM · 007973100 | LONG | 1,022,112 | $329.8 million |
| 26 | CELESTICA INC | COM · 15101Q207 | LONG | 1,518,201 | $427.6 million |
| 27 | MONGODB INC | CL A · 60937P106 | LONG | 224,648 | $55.0 million |
| 28 | MACOM TECH SOLUTIONS HLDGS I | COM · 55405Y100 | LONG | 1,174,991 | $260.9 million |
| 29 | SANDISK CORP | COM · 80004C200 | LONG | 799,587 | $508.0 million |
| 30 | DUOLINGO INC | CL A COM · 26603R106 | LONG | 471,764 | $46.5 million |
| 31 | CARVANA CO | CL A · 146869102 | LONG | 877,554 | $275.9 million |
| 32 | TTM TECHNOLOGIES INC | COM · 87305R109 | LONG | 3,514,560 | $342.4 million |
| 33 | BLOOM ENERGY CORP | COM CL A · 093712107 | LONG | 1,653,788 | $224.1 million |
| 34 | ADVANCED MICRO DEVICES INC | COM · 007903107 | LONG | 69,211 | $14.1 million |
| 35 | KLAVIYO INC | COM SER A · 49845K101 | LONG | 6,825,206 | $132.8 million |