13F filings
Whale Rock Capital Management
Where the disclosed book sits
by disclosed valueLargest holdings
20 of 35 positions| Holding | Type | Value | Shares | Share of book |
|---|---|---|---|---|
| SNDKSandisk Corp | Shares | $1.4B | 596,545 | 10.9% |
| AMDAdvanced Micro Devices Inc | Shares | $877.0M | 1,509,650 | 7% |
| GOOGLAlphabet Inc | Shares | $856.4M | 2,396,352 | 6.9% |
| TTMITTM Technologies Inc | Shares | $791.2M | 4,230,575 | 6.4% |
| ALABAstera Labs Inc | Shares | $757.3M | 1,567,882 | 6.1% |
| AMZNAmazon Com Inc | Shares | $583.4M | 2,447,732 | 4.7% |
| GLWCorning Inc | Shares | $570.6M | 2,233,999 | 4.6% |
| MKSIMKS Inc. | Shares | $565.5M | 1,271,373 | 4.5% |
| CLSCelestica Inc | Shares | $538.6M | 1,476,430 | 4.3% |
| BEBloom Energy Corp | Shares | $486.8M | 1,608,305 | 3.9% |
| COHRCoherent Corp | Shares | $482.1M | 1,222,035 | 3.9% |
| FNFabrinet | Shares | $418.6M | 744,765 | 3.4% |
| SITMSitime Corp | Shares | $418.0M | 560,701 | 3.4% |
| FROGJfrog Ltd | Shares | $405.2M | 4,458,423 | 3.3% |
| MTSIMacom Tech Solutions Hldgs I | Shares | $376.1M | 988,785 | 3% |
| VIAVViavi Solutions Inc | Shares | $328.3M | 6,875,942 | 2.6% |
| LRCXLAM Research Corp | Shares | $321.8M | 742,638 | 2.6% |
| TSMTaiwan Semiconductor Manufac | Shares | $281.7M | 589,911 | 2.3% |
| CVNACarvana Co | Shares | $280.9M | 4,267,080 | 2.3% |
| METAMETA Platforms Inc | Shares | $256.9M | 455,982 | 2.1% |
Share of book is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed.
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What changed last quarter
15 largest moves| Holding | Move | Share change | Value change | Value after |
|---|---|---|---|---|
| AMDADVANCED MICRO DEVICES INC | Added | +2081.2% | $836.8M | $877.0M |
| ALABASTERA LABS INC | New | n/a | $757.3M | $757.3M |
| SNDKSANDISK CORP | Trimmed | -25.4% | -$461.7M | $1.4B |
| AEISADVANCED ENERGY INDS | Exited | n/a | -$329.8M | $0 |
| AVGOBROADCOM INC | Trimmed | -91.9% | -$255.9M | $22.6M |
| SNOWSNOWFLAKE INC | New | n/a | $225.2M | $225.2M |
| CVNACARVANA CO | Added | +386.2% | $223.1M | $280.9M |
| RBLXROBLOX CORP | Exited | n/a | -$199.8M | $0 |
| TSEMTOWER SEMICONDUCTOR LTD | Exited | n/a | -$187.2M | $0 |
| TWLOTWILIO INC | New | n/a | $169.6M | $169.6M |
| VIAVVIAVI SOLUTIONS INC | Added | +98.0% | $162.5M | $328.3M |
| AMZNAMAZON COM INC | Added | +34.5% | $149.7M | $583.4M |
| STXSEAGATE TECHNOLOGY HLDNGS PL | New | n/a | $143.3M | $143.3M |
| FROGJFROG LTD | Trimmed | -25.9% | -$141.9M | $405.2M |
| TTMITTM TECHNOLOGIES INC | Added | +20.4% | $133.9M | $791.2M |
A change is this filing measured against the one before it. A 13F does not disclose trades, so the price paid and the day it happened are not in the record.
Questions
What does Whale Rock Capital Management hold?
Whale Rock Capital Management disclosed 35 positions worth $12.5B in the Q2 2026 13F filing. The largest is SNDK at 10.9% of the disclosed book. A 13F lists long US equity positions only.
What did Whale Rock Capital Management buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were Added AMD, New ALAB, Trimmed SNDK, Exited AEIS. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page.
Data as of Sep 10, 2026.