Holders — by stockHoldings — by fund
Whale Rock Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1387322
$12.46B
disclosed book value
35
positions
10.9%
largest position share
Positions, as of 2026-06-30
top 35 of 35 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SNDKSANDISK CORP | 596,545 | $1.36B | 10.9% |
| 2 | AMDADVANCED MICRO DEVICES INC | 1.5M | $877.0M | 7% |
| 3 | GOOGLALPHABET INC | 2.4M | $856.4M | 6.9% |
| 4 | TTMITTM TECHNOLOGIES INC | 4.2M | $791.2M | 6.4% |
| 5 | ALABASTERA LABS INC | 1.6M | $757.3M | 6.1% |
| 6 | AMZNAMAZON COM INC | 2.4M | $583.4M | 4.7% |
| 7 | GLWCORNING INC | 2.2M | $570.6M | 4.6% |
| 8 | MKSIMKS INC. | 1.3M | $565.5M | 4.5% |
| 9 | CLSCELESTICA INC | 1.5M | $538.6M | 4.3% |
| 10 | BEBLOOM ENERGY CORP | 1.6M | $486.8M | 3.9% |
| 11 | COHRCOHERENT CORP | 1.2M | $482.1M | 3.9% |
| 12 | FABRINET | 744,765 | $418.6M | 3.4% |
| 13 | SITMSITIME CORP | 560,701 | $418.0M | 3.4% |
| 14 | JFROG LTD | 4.5M | $405.2M | 3.3% |
| 15 | MTSIMACOM TECH SOLUTIONS HLDGS I | 988,785 | $376.1M | 3% |
| 16 | VIAVVIAVI SOLUTIONS INC | 6.9M | $328.3M | 2.6% |
| 17 | LRCXLAM RESEARCH CORP | 742,638 | $321.8M | 2.6% |
| 18 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 589,911 | $281.7M | 2.3% |
| 19 | CVNACARVANA CO | 4.3M | $280.9M | 2.3% |
| 20 | METAMETA PLATFORMS INC | 455,982 | $256.9M | 2.1% |
| 21 | WDCWESTERN DIGITAL CORP | 400,687 | $255.9M | 2.1% |
| 22 | APPAPPLOVIN CORP | 461,611 | $237.8M | 1.9% |
| 23 | SNOWSNOWFLAKE INC | 884,691 | $225.2M | 1.8% |
| 24 | TWLOTWILIO INC | 821,768 | $169.6M | 1.4% |
| 25 | SEAGATE TECHNOLOGY HLDNGS PL | 148,543 | $143.3M | 1.2% |
| 26 | KVYOKLAVIYO INC | 5.5M | $83.5M | 0.7% |
| 27 | NVDANVIDIA CORPORATION | 377,204 | $75.5M | 0.6% |
| 28 | MDBMONGODB INC | 224,648 | $75.5M | 0.6% |
| 29 | PIIMPINJ INC | 405,244 | $58.0M | 0.5% |
| 30 | DUOLDUOLINGO INC | 471,764 | $54.3M | 0.4% |
| 31 | INTCINTEL CORP | 259,903 | $36.3M | 0.3% |
| 32 | AAPLAPPLE INC | 99,766 | $28.9M | 0.2% |
| 33 | SPCXSPACE EXPLORATION TECHN CORP | 152,517 | $26.1M | 0.2% |
| 34 | AVGOBROADCOM INC | 59,780 | $22.6M | 0.2% |
| 35 | CEREBRAS SYSTEMS INC | 50,696 | $11.2M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.