Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Whale Rock Capital Management LLC (CIK 1387322) reported $7.74B across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($768.3M, 9.92%), SNDK ($508.0M, 6.56%), CLS ($427.6M, 5.52%), AMZN ($378.9M, 4.89%), TTMI ($342.4M, 4.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $768.3M | 9.92% | 2.7M | Added |
| 2 | SNDK | SANDISK CORP | $508.0M | 6.56% | 799,587 | Trimmed |
| 3 | CLS | CELESTICA INC | $427.6M | 5.52% | 1.5M | Trimmed |
| 4 | AMZN | AMAZON COM INC | $378.9M | 4.89% | 1.8M | Trimmed |
| 5 | TTMI | TTM TECHNOLOGIES INC | $342.4M | 4.42% | 3.5M | Trimmed |
| 6 | AEIS | ADVANCED ENERGY INDS | $329.8M | 4.26% | 1.0M | New |
| 7 | FN | FABRINET | $318.8M | 4.12% | 611,266 | Trimmed |
| 8 | GLW | CORNING INC | $312.4M | 4.03% | 2.3M | Trimmed |
| 9 | MKSI | MKS INC. | $300.3M | 3.88% | 1.3M | New |
| 10 | META | META PLATFORMS INC | $293.3M | 3.79% | 512,569 | Added |
| 11 | FROG | JFROG LTD | $282.5M | 3.65% | 6.0M | Added |
| 12 | APP | APPLOVIN CORP | $276.8M | 3.58% | 695,537 | Trimmed |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $276.9M | 3.58% | 819,445 | Added |
| 14 | CVNA | CARVANA CO | $275.9M | 3.56% | 877,554 | Trimmed |
| 15 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $260.9M | 3.37% | 1.2M | Added |
| 16 | COHR | COHERENT CORP | $232.3M | 3.00% | 975,048 | Trimmed |
| 17 | AVGO | BROADCOM INC | $228.2M | 2.95% | 737,142 | Trimmed |
| 18 | BE | BLOOM ENERGY CORP | $224.1M | 2.89% | 1.7M | Added |
| 19 | LRCX | LAM RESEARCH CORP | $204.7M | 2.64% | 957,877 | New |
| 20 | RBLX | ROBLOX CORP | $199.8M | 2.58% | 3.5M | Trimmed |
| 21 | SITM | SITIME CORP | $199.2M | 2.57% | 576,933 | Trimmed |
| 22 | TSEM | TOWER SEMICONDUCTOR LTD | $187.2M | 2.42% | 1.1M | New |
| 23 | NVDA | NVIDIA CORPORATION | $181.6M | 2.35% | 1.0M | Trimmed |
| 24 | KVYO | KLAVIYO INC | $132.8M | 1.72% | 6.8M | Added |
| 25 | VIAV | VIAVI SOLUTIONS INC | $115.6M | 1.49% | 3.5M | New |
Source: SEC Form 13F filings · as of 2026-03-31