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Whale Rock Capital Management — AEIS

How Whale Rock Capital Management's position in Advanced Energy Industries Inc - US changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held
1
First reported
Q1 2026
Latest value
$329,845,764
Latest weight
4.3%
Peak weight
4.3%
Shares since first
0%

Position Trend

Shares, value, and weight from first report to latest report.

Whale Rock Capital Management first reported 1,022,112 shares in Q1 2026 and most recently reported 1,022,112 shares in Q1 2026. Portfolio weight peaked at 4.3% in Q1 2026; the low reported weight was 4.3% in Q1 2026.

Since the first report, shares are 0% and reported value is 0%. Latest move: NEW

Quarter Shares Value % of portfolio Change
Q1 2026 1,022,112 $329,845,764 4.26% NEW

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