Whale Rock Capital (Alex Sacerdote)
Famous investors & activistsFiles as Whale Rock Capital Management LLC (SEC CIK 1387322). Portfolio from its latest quarterly 13F-HR filing.
- $12.46B
- Tracked value
- 35
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | SNDKSandisk Corp | 10.9% | ▼ 25.4% | 596,545 | $1.36B |
| 2 | AMDADVANCED MICRO DEVICES INC | 7.0% | ▲ 2,081% | 1,509,650 | $876.97M |
| 3 | GOOGLAlphabet Inc. | 6.9% | ▼ 10.3% | 2,396,352 | $856.38M |
| 4 | TTMITTM TECHNOLOGIES INC | 6.4% | ▲ 20.4% | 4,230,575 | $791.2M |
| 5 | ALABAstera Labs, Inc. | 6.1% | NEW | 1,567,882 | $757.32M |
| 6 | AMZNAMAZON COM INC | 4.7% | ▲ 34.5% | 2,447,732 | $583.39M |
| 7 | GLWCORNING INC /NY | 4.6% | ▼ 2.8% | 2,233,999 | $570.63M |
| 8 | MKSIMKS INC | 4.5% | ▼ 2.7% | 1,271,373 | $565.51M |
| 9 | CLSCELESTICA INC | 4.3% | ▼ 2.8% | 1,476,430 | $538.6M |
| 10 | BEBloom Energy Corp | 3.9% | ▼ 2.8% | 1,608,305 | $486.83M |
| 11 | COHRCOHERENT CORP. | 3.9% | ▲ 25.3% | 1,222,035 | $482.06M |
| 12 | FNFabrinet | 3.4% | ▲ 21.8% | 744,765 | $418.62M |
| 13 | SITMSITIME Corp | 3.4% | ▼ 2.8% | 560,701 | $418.04M |
| 14 | FROGJFrog Ltd | 3.3% | ▼ 25.9% | 4,458,423 | $405.18M |
| 15 | MTSIMACOM Technology Solutions Holdings, Inc. | 3.0% | ▼ 15.8% | 988,785 | $376.1M |
| 16 | VIAVVIAVI SOLUTIONS INC. | 2.6% | ▲ 98.0% | 6,875,942 | $328.33M |
| 17 | LRCXLAM RESEARCH CORP | 2.6% | ▼ 22.5% | 742,638 | $321.81M |
| 18 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2.3% | ▼ 28.0% | 589,911 | $281.72M |
| 19 | CVNACARVANA CO. | 2.3% | ▼ 2.8% | 4,267,080 | $280.86M |
| 20 | METAMeta Platforms, Inc. | 2.1% | ▼ 11.0% | 455,982 | $256.85M |
| 21 | WDCWESTERN DIGITAL CORP | 2.1% | ▼ 2.7% | 400,687 | $255.93M |
| 22 | APPAppLovin Corp | 1.9% | ▼ 33.6% | 461,611 | $237.84M |
| 23 | SNOWSnowflake Inc. | 1.8% | NEW | 884,691 | $225.15M |
| 24 | TWLOTWILIO INC | 1.4% | NEW | 821,768 | $169.56M |
| 25 | STXSeagate Technology Holdings plc | 1.2% | NEW | 148,543 | $143.34M |
| 26 | KVYOKlaviyo, Inc. | 0.7% | ▼ 19.0% | 5,528,166 | $83.48M |
| 27 | NVDANVIDIA CORP | 0.6% | ▼ 63.8% | 377,204 | $75.47M |
| 28 | MDBMongoDB, Inc. | 0.6% | unch. | 224,648 | $75.46M |
| 29 | PIIMPINJ INC | 0.5% | unch. | 405,244 | $58.04M |
| 30 | DUOLDuolingo, Inc. | 0.4% | unch. | 471,764 | $54.26M |
| 31 | INTCINTEL CORP | 0.3% | NEW | 259,903 | $36.29M |
| 32 | AAPLApple Inc. | 0.2% | ▲ 3.3% | 99,766 | $28.87M |
| 33 | SPCXSPACE EXPLORATION TECHNOLOGIES CORP | 0.2% | NEW | 152,517 | $26.06M |
| 34 | AVGOBroadcom Inc. | 0.2% | ▼ 91.9% | 59,780 | $22.58M |
| 35 | CBRSCerebras Systems Inc. | 0.1% | NEW | 50,696 | $11.2M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.