← Whale Rock Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2026-06-30 · Filed 2026-08-14 · Accession 0001172661-26-003733
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | COM · 007903107 | LONG | 1,509,650 | $877.0 million |
| 2 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 2,396,352 | $856.4 million |
| 3 | AMAZON COM INC | COM · 023135106 | LONG | 2,447,732 | $583.4 million |
| 4 | APPLE INC | COM · 037833100 | LONG | 99,766 | $28.9 million |
| 5 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 461,611 | $237.8 million |
| 6 | ASTERA LABS INC | COM · 04626A103 | LONG | 1,567,882 | $757.3 million |
| 7 | BLOOM ENERGY CORP | COM CL A · 093712107 | LONG | 1,608,305 | $486.8 million |
| 8 | BROADCOM INC | COM · 11135F101 | LONG | 59,780 | $22.6 million |
| 9 | CARVANA CO | CL A · 146869102 | LONG | 4,267,080 | $280.9 million |
| 10 | CELESTICA INC | COM · 15101Q207 | LONG | 1,476,430 | $538.6 million |
| 11 | CEREBRAS SYSTEMS INC | COM CL A · 15675D103 | LONG | 50,696 | $11.2 million |
| 12 | COHERENT CORP | COM · 19247G107 | LONG | 1,222,035 | $482.1 million |
| 13 | CORNING INC | COM · 219350105 | LONG | 2,233,999 | $570.6 million |
| 14 | DUOLINGO INC | CL A COM · 26603R106 | LONG | 471,764 | $54.3 million |
| 15 | FABRINET | SHS · G3323L100 | LONG | 744,765 | $418.6 million |
| 16 | IMPINJ INC | COM · 453204109 | LONG | 405,244 | $58.0 million |
| 17 | INTEL CORP | COM · 458140100 | LONG | 259,903 | $36.3 million |
| 18 | JFROG LTD | ORD SHS · M6191J100 | LONG | 4,458,423 | $405.2 million |
| 19 | KLAVIYO INC | COM SER A · 49845K101 | LONG | 5,528,166 | $83.5 million |
| 20 | LAM RESEARCH CORP | COM NEW · 512807306 | LONG | 742,638 | $321.8 million |
| 21 | MACOM TECH SOLUTIONS HLDGS I | COM · 55405Y100 | LONG | 988,785 | $376.1 million |
| 22 | META PLATFORMS INC | CL A · 30303M102 | LONG | 455,982 | $256.9 million |
| 23 | MKS INC. | COM · 55306N104 | LONG | 1,271,373 | $565.5 million |
| 24 | MONGODB INC | CL A · 60937P106 | LONG | 224,648 | $75.5 million |
| 25 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 377,204 | $75.5 million |
| 26 | SANDISK CORP | COM · 80004C200 | LONG | 596,545 | $1.36 billion |
| 27 | SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS · G7997R103 | LONG | 148,543 | $143.3 million |
| 28 | SITIME CORP | COM · 82982T106 | LONG | 560,701 | $418.0 million |
| 29 | SNOWFLAKE INC | COM SHS · 833445109 | LONG | 884,691 | $225.2 million |
| 30 | SPACE EXPLORATION TECHN CORP | CLASS A COM STK · 84615Q103 | LONG | 152,517 | $26.1 million |
| 31 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 589,911 | $281.7 million |
| 32 | TTM TECHNOLOGIES INC | COM · 87305R109 | LONG | 4,230,575 | $791.2 million |
| 33 | TWILIO INC | CL A · 90138F102 | LONG | 821,768 | $169.6 million |
| 34 | VIAVI SOLUTIONS INC | COM · 925550105 | LONG | 6,875,942 | $328.3 million |
| 35 | WESTERN DIGITAL CORP | COM · 958102105 | LONG | 400,687 | $255.9 million |