account_balance
Investment manager · 13F filer · SEC CIK 1387322
Whale Rock Capital Management LLC
Reported value$12.5Bas of Jun 30, 2026
Positions35 7 new, 7 sold out
Top 10 weight59.3%SNDK alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNDKSandisk Corp
10.9%Trimmed −25%
AMDAdvanced Micro Devices Inc
7.0%Added +2081%
GOOGLAlphabet Inc
6.9%Trimmed −10%
TTMITTM Technologies Inc
6.4%Added +20%
ALABAstera Labs Inc
6.1%New
AMZNAmazon Com Inc
4.7%Added +35%
GLWCorning Inc
4.6%Trimmed −3%
MKSIMKS Inc.
4.5%Trimmed −3%
CLSCelestica Inc
4.3%Trimmed −3%
BEBloom Energy Corp
3.9%Trimmed −3%
COHRCoherent Corp
3.9%Added +25%
FNFabrinet
3.4%Added +22%
SNDKSandisk Corp
10.9%Trimmed −25%
AMDAdvanced Micro Devices Inc
7.0%Added +2081%
GOOGLAlphabet Inc
6.9%Trimmed −10%
TTMITTM Technologies Inc
6.4%Added +20%
ALABAstera Labs Inc
6.1%New
AMZN4.7%GLW4.6%MKSI4.5%CLS4.3%BE3.9%COHR3.9%FN3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNDK Sandisk Corp 10.9% Trimmed −25%AMD Advanced Micro Devices Inc 7.0% Added +2081%GOOGL Alphabet Inc 6.9% Trimmed −10%TTMI TTM Technologies Inc 6.4% Added +20%ALAB Astera Labs Inc 6.1% NewAMZN Amazon Com Inc 4.7% Added +35%GLW Corning Inc 4.6% Trimmed −3%MKSI MKS Inc. 4.5% Trimmed −3%CLS Celestica Inc 4.3% Trimmed −3%BE Bloom Energy Corp 3.9% Trimmed −3%COHR Coherent Corp 3.9% Added +25%FN Fabrinet 3.4% Added +22%
What changed