Whale Rock Capital Management LLC
36 holdingsFiling period: 2026-06-30Current AUM: $9.93Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 596.5K | $1.36B | $913.2M | 9.20% | -203,042 | 2026-06-30 |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 1.51M | $877.0M | $761.2M | 7.67% | +1.44M | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 2.40M | $856.4M | $826.7M | 8.33% | -275,469 | 2026-06-30 |
| 4 | TTMI | TTM TECHNOLOGIES INC | 4.23M | $791.2M | $475.8M | 4.79% | +716.0K | 2026-06-30 |
| 5 | ALAB | ASTERA LABS INC | 1.57M | $757.3M | $396.0M | 3.99% | -- | 2026-06-30 |
| 6 | AMZN | AMAZON COM INC | 2.45M | $583.4M | $608.1M | 6.12% | +628.3K | 2026-06-30 |
| 7 | GLW | CORNING INC | 2.23M | $570.6M | $320.7M | 3.23% | -63,425 | 2026-06-30 |
| 8 | MKSI | MKS INC. | 1.27M | $565.5M | $294.3M | 2.96% | -35,351 | 2026-06-30 |
| 9 | CLS | CELESTICA INC | 1.48M | $538.6M | $467.7M | 4.71% | -41,771 | 2026-06-30 |
| 10 | BE | BLOOM ENERGY CORP | 1.61M | $486.8M | $417.1M | 4.20% | -45,483 | 2026-06-30 |
| 11 | COHR | COHERENT CORP | 1.22M | $482.1M | $331.4M | 3.34% | +247.0K | 2026-06-30 |
| 12 | — | FABRINET | 744.8K | $418.6M | $418.6M | 4.22% | +133.5K | 2026-06-30 |
| 13 | SITM | SITIME CORP | 560.7K | $418.0M | $308.6M | 3.11% | -16,232 | 2026-06-30 |
| 14 | — | JFROG LTD | 4.46M | $405.2M | $405.2M | 4.08% | -1,561,370 | 2026-06-30 |
| 15 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 988.8K | $376.1M | $237.3M | 2.39% | -186,206 | 2026-06-30 |
| 16 | VIAV | VIAVI SOLUTIONS INC | 6.88M | $328.3M | $232.1M | 2.34% | +3.40M | 2026-06-30 |
| 17 | LRCX | LAM RESEARCH CORP | 742.6K | $321.8M | $201.2M | 2.03% | -215,239 | 2026-06-30 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 589.9K | $281.7M | $244.1M | 2.46% | -229,534 | 2026-06-30 |
| 19 | CVNA | CARVANA CO | 4.27M | $280.9M | $285.5M | 2.87% | +3.39M | 2026-06-30 |
| 20 | META | META PLATFORMS INC | 456.0K | $256.9M | $305.6M | 3.08% | -56,587 | 2026-06-30 |
| 21 | WDC | WESTERN DIGITAL CORP | 400.7K | $255.9M | $165.1M | 1.66% | -11,319 | 2026-06-30 |
| 22 | APP | APPLOVIN CORP | 461.6K | $237.8M | $153.0M | 1.54% | -233,926 | 2026-06-30 |
| 23 | SNOW | SNOWFLAKE INC | 884.7K | $225.2M | $285.7M | 2.88% | -- | 2026-06-30 |
| 24 | TWLO | TWILIO INC | 821.8K | $169.6M | $199.0M | 2.00% | -- | 2026-06-30 |
| 25 | — | SEAGATE TECHNOLOGY HLDNGS PL | 148.5K | $143.3M | $143.3M | 1.44% | -- | 2026-06-30 |
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