Whale Rock Capital Management LLC
36 holdingsFiling period: 2026-06-30Current AUM: $9.65Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | Sandisk Corp | 596.5K | $1.36B | $814.5M | 8.44% | -203,042 | 2026-06-30 |
| 2 | AMD | Advanced Micro Devices Inc | 1.51M | $877.0M | $807.3M | 8.37% | +1.44M | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 2.40M | $856.4M | $815.4M | 8.45% | -275,469 | 2026-06-30 |
| 4 | TTMI | Ttm Technologies Inc | 4.23M | $791.2M | $404.1M | 4.19% | +716.0K | 2026-06-30 |
| 5 | ALAB | Astera Labs Inc | 1.57M | $757.3M | $446.5M | 4.63% | -- | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 2.45M | $583.4M | $642.8M | 6.66% | +628.3K | 2026-06-30 |
| 7 | GLW | Corning Inc | 2.23M | $570.6M | $295.5M | 3.06% | -63,425 | 2026-06-30 |
| 8 | MKSI | Mks Inc. | 1.27M | $565.5M | $268.4M | 2.78% | -35,351 | 2026-06-30 |
| 9 | CLS | Celestica Inc | 1.48M | $538.6M | $442.5M | 4.59% | -41,771 | 2026-06-30 |
| 10 | BE | Bloom Energy Corp | 1.61M | $486.8M | $358.1M | 3.71% | -45,483 | 2026-06-30 |
| 11 | COHR | Coherent Corp | 1.22M | $482.1M | $283.3M | 2.94% | +247.0K | 2026-06-30 |
| 12 | — | Fabrinet | 744.8K | $418.6M | $418.6M | 4.34% | +133.5K | 2026-06-30 |
| 13 | SITM | Sitime Corp | 560.7K | $418.0M | $278.7M | 2.89% | -16,232 | 2026-06-30 |
| 14 | — | Jfrog Ltd | 4.46M | $405.2M | $405.2M | 4.20% | -1,561,370 | 2026-06-30 |
| 15 | MTSI | Macom Tech Solutions Hldgs I | 988.8K | $376.1M | $260.0M | 2.69% | -186,206 | 2026-06-30 |
| 16 | VIAV | Viavi Solutions Inc | 6.88M | $328.3M | $238.8M | 2.47% | +3.40M | 2026-06-30 |
| 17 | LRCX | Lam Research Corp | 742.6K | $321.8M | $195.6M | 2.03% | -215,239 | 2026-06-30 |
| 18 | TSM | Taiwan Semiconductor Manufac | 589.9K | $281.7M | $250.8M | 2.60% | -229,534 | 2026-06-30 |
| 19 | CVNA | Carvana Co | 4.27M | $280.9M | $257.1M | 2.66% | +3.39M | 2026-06-30 |
| 20 | META | Meta Platforms Inc | 456.0K | $256.9M | $316.6M | 3.28% | -56,587 | 2026-06-30 |
| 21 | WDC | Western Digital Corp | 400.7K | $255.9M | $146.0M | 1.51% | -11,319 | 2026-06-30 |
| 22 | APP | Applovin Corp | 461.6K | $237.8M | $125.8M | 1.30% | -233,926 | 2026-06-30 |
| 23 | SNOW | Snowflake Inc | 884.7K | $225.2M | $282.8M | 2.93% | -- | 2026-06-30 |
| 24 | TWLO | Twilio Inc | 821.8K | $169.6M | $212.6M | 2.20% | -- | 2026-06-30 |
| 25 | — | Seagate Technology Hldngs PL | 148.5K | $143.3M | $143.3M | 1.49% | -- | 2026-06-30 |
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