Whale Rock Capital Management LLC
35 holdingsFiling period: 2026-03-31Current AUM: $9.35Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 2.67M | $768.3M | $951.5M | 10.17% | +570.9K | 2026-03-31 |
| 2 | SNDK | SANDISK CORP | 799.6K | $508.0M | $971.4M | 10.38% | -203,979 | 2026-03-31 |
| 3 | CLS | CELESTICA INC | 1.52M | $427.6M | $503.2M | 5.38% | -364,190 | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 1.82M | $378.9M | $494.1M | 5.28% | -38,439 | 2026-03-31 |
| 5 | TTMI | TTM TECHNOLOGIES INC | 3.51M | $342.4M | $405.7M | 4.34% | -761,760 | 2026-03-31 |
| 6 | AEIS | ADVANCED ENERGY INDS | 1.02M | $329.8M | $295.9M | 3.16% | -- | 2026-03-31 |
| 7 | — | FABRINET | 611.3K | $318.8M | $318.8M | 3.41% | -4,781 | 2026-03-31 |
| 8 | GLW | CORNING INC | 2.30M | $312.4M | $317.6M | 3.40% | -372,356 | 2026-03-31 |
| 9 | MKSI | MKS INC. | 1.31M | $300.3M | $388.7M | 4.16% | -- | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 512.6K | $293.3M | $285.4M | 3.05% | +42.9K | 2026-03-31 |
| 11 | — | JFROG LTD | 6.02M | $282.5M | $282.5M | 3.02% | +722.0K | 2026-03-31 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 819.4K | $276.9M | $331.3M | 3.54% | +226.5K | 2026-03-31 |
| 13 | APP | APPLOVIN CORP | 695.5K | $276.8M | $275.4M | 2.94% | -112,819 | 2026-03-31 |
| 14 | CVNA | CARVANA CO | 877.6K | $275.9M | $273.6M | 2.93% | -193,248 | 2026-03-31 |
| 15 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 1.17M | $260.9M | $295.4M | 3.16% | +391.7K | 2026-03-31 |
| 16 | COHR | COHERENT CORP | 975.0K | $232.3M | $256.3M | 2.74% | -119,709 | 2026-03-31 |
| 17 | AVGO | BROADCOM INC | 737.1K | $228.2M | $287.0M | 3.07% | -294,590 | 2026-03-31 |
| 18 | BE | BLOOM ENERGY CORP | 1.65M | $224.1M | $340.4M | 3.64% | +314.2K | 2026-03-31 |
| 19 | LRCX | LAM RESEARCH CORP | 957.9K | $204.7M | $280.7M | 3.00% | -- | 2026-03-31 |
| 20 | RBLX | ROBLOX CORP | 3.53M | $199.8M | $125.7M | 1.34% | -572,929 | 2026-03-31 |
| 21 | SITM | SITIME CORP | 576.9K | $199.2M | $308.8M | 3.30% | -121,606 | 2026-03-31 |
| 22 | — | TOWER SEMICONDUCTOR LTD | 1.07M | $187.2M | $187.2M | 2.00% | -- | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION | 1.04M | $181.6M | $209.0M | 2.23% | -160,567 | 2026-03-31 |
| 24 | KVYO | KLAVIYO INC | 6.83M | $132.8M | $121.8M | 1.30% | +3.77M | 2026-03-31 |
| 25 | VIAV | VIAVI SOLUTIONS INC | 3.47M | $115.6M | $128.3M | 1.37% | -- | 2026-03-31 |
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