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%SNDK alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNDK
Sandisk Corp
10.9%Trimmed
AMD
Advanced Micro Devices INC
7.0%Added
GOOGL
Alphabet INC
6.9%Trimmed
TTMI
Ttm Technologies INC
6.4%Added
ALAB
Astera Labs INC
6.1%New
AMZN
Amazon Com INC
4.7%Added
GLW
Corning INC
4.6%Trimmed
MKSI
Mks Inc.
4.5%Trimmed
CLS
Celestica INC
4.3%Trimmed
BE
Bloom Energy Corp
3.9%Trimmed
25 others
40.7%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed