Universe · entity
Whale Rock Capital Management LLC
Institutional manager (13F) · CIK 1387322
13F holdings · as of 2026-03-31 · top 35 · reported portfolio $7.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $768M | 2,671,821 |
| 2 | SANDISK CORP | $508M | 799,587 |
| 3 | CELESTICA INC | $428M | 1,518,201 |
| 4 | AMAZON COM INC | $379M | 1,819,439 |
| 5 | TTM TECHNOLOGIES INC | $342M | 3,514,560 |
| 6 | ADVANCED ENERGY INDS | $330M | 1,022,112 |
| 7 | FABRINET | $319M | 611,266 |
| 8 | CORNING INC | $312M | 2,297,424 |
| 9 | MKS INC. | $300M | 1,306,724 |
| 10 | META PLATFORMS INC | $293M | 512,569 |
| 11 | JFROG LTD | $283M | 6,019,793 |
| 12 | TAIWAN SEMICONDUCTOR MANUFAC | $277M | 819,445 |
| 13 | APPLOVIN CORP | $277M | 695,537 |
| 14 | CARVANA CO | $276M | 877,554 |
| 15 | MACOM TECH SOLUTIONS HLDGS I | $261M | 1,174,991 |
| 16 | COHERENT CORP | $232M | 975,048 |
| 17 | BROADCOM INC | $228M | 737,142 |
| 18 | BLOOM ENERGY CORP | $224M | 1,653,788 |
| 19 | LAM RESEARCH CORP | $205M | 957,877 |
| 20 | ROBLOX CORP | $200M | 3,532,184 |
| 21 | SITIME CORP | $199M | 576,933 |
| 22 | TOWER SEMICONDUCTOR LTD | $187M | 1,066,737 |
| 23 | NVIDIA CORPORATION | $182M | 1,041,128 |
| 24 | KLAVIYO INC | $133M | 6,825,206 |
| 25 | VIAVI SOLUTIONS INC | $116M | 3,473,152 |
| 26 | WESTERN DIGITAL CORP | $111M | 412,006 |
| 27 | CIENA CORP | $90M | 231,267 |
| 28 | ARM HOLDINGS PLC | $68M | 452,384 |
| 29 | MONGODB INC | $55M | 224,648 |
| 30 | DUOLINGO INC | $47M | 471,764 |
| 31 | IMPINJ INC | $42M | 405,244 |
| 32 | APPLE INC | $25M | 96,613 |
| 33 | MICROSOFT CORP | $20M | 53,850 |
| 34 | ADVANCED MICRO DEVICES INC | $14M | 69,211 |
| 35 | NETFLIX INC. | $13M | 131,960 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.