Whale Rock Capital Management LLC 13F Holdings · Q2 2026
Whale Rock Capital Management LLC reported 35 securities worth $12.46B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SNDK (10.89%), AMD (7.04%), GOOGL (6.88%). Among its top 25 positions this quarter: 4 new, 7 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $1.36B | 10.89% | 596,545 | Trimmed |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $877.0M | 7.04% | 1.5M | Added |
| 3 | GOOGL | ALPHABET INC | $856.4M | 6.88% | 2.4M | Trimmed |
| 4 | TTMI | TTM TECHNOLOGIES INC | $791.2M | 6.35% | 4.2M | Added |
| 5 | ALAB | ASTERA LABS INC | $757.3M | 6.08% | 1.6M | New |
| 6 | AMZN | AMAZON COM INC | $583.4M | 4.68% | 2.4M | Added |
| 7 | GLW | CORNING INC | $570.6M | 4.58% | 2.2M | Trimmed |
| 8 | MKSI | MKS INC. | $565.5M | 4.54% | 1.3M | Trimmed |
| 9 | CLS | CELESTICA INC | $538.6M | 4.32% | 1.5M | Trimmed |
| 10 | BE | BLOOM ENERGY CORP | $486.8M | 3.91% | 1.6M | Trimmed |
| 11 | COHR | COHERENT CORP | $482.1M | 3.87% | 1.2M | Added |
| 12 | FN | FABRINET | $418.6M | 3.36% | 744,765 | Added |
| 13 | SITM | SITIME CORP | $418.0M | 3.36% | 560,701 | Trimmed |
| 14 | FROG | JFROG LTD | $405.2M | 3.25% | 4.5M | Trimmed |
| 15 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $376.1M | 3.02% | 988,785 | Trimmed |
| 16 | VIAV | VIAVI SOLUTIONS INC | $328.3M | 2.64% | 6.9M | Added |
| 17 | LRCX | LAM RESEARCH CORP | $321.8M | 2.58% | 742,638 | Trimmed |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $281.7M | 2.26% | 589,911 | Trimmed |
| 19 | CVNA | CARVANA CO | $280.9M | 2.25% | 4.3M | Added |
| 20 | META | META PLATFORMS INC | $256.9M | 2.06% | 455,982 | Trimmed |
| 21 | WDC | WESTERN DIGITAL CORP | $255.9M | 2.05% | 400,687 | Trimmed |
| 22 | APP | APPLOVIN CORP | $237.8M | 1.91% | 461,611 | Trimmed |
| 23 | SNOW | SNOWFLAKE INC | $225.2M | 1.81% | 884,691 | New |
| 24 | TWLO | TWILIO INC | $169.6M | 1.36% | 821,768 | New |
| 25 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $143.3M | 1.15% | 148,543 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR