Quarter snapshot

Whale Rock Capital Management

Quarter: Q1 2026
Filed: 2026-05-15
Portfolio value: $7,742,272,930
Positions: 35
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	GOOG	+27%	9.92%	2,671,821	$768,308,847
≡	SNDK	−20%	6.56%	799,587	$508,009,605
≡	CLS	−19%	5.52%	1,518,201	$427,646,858
≡	AMZN	−2%	4.89%	1,819,439	$378,934,561
≡	TTMI	−18%	4.42%	3,514,560	$342,388,435
≡	AEIS	Newly reported	4.26%	1,022,112	$329,845,764
≡	FN	−1%	4.12%	611,266	$318,787,444
≡	GLW	−14%	4.03%	2,297,424	$312,380,741
≡	MKSI	Newly reported	3.88%	1,306,724	$300,298,242
≡	META	+9%	3.79%	512,569	$293,256,102
≡	FROG	+14%	3.65%	6,019,793	$282,508,885
≡	TSM	+38%	3.58%	819,445	$276,931,438
≡	APP	−14%	3.58%	695,537	$276,823,726
≡	CVNA	−18%	3.56%	877,554	$275,885,427
≡	MTSI	+50%	3.37%	1,174,991	$260,930,251
≡	COHR	−11%	3.0%	975,048	$232,266,184
≡	AVGO	−29%	2.95%	737,142	$228,152,820
≡	BE	+24%	2.89%	1,653,788	$224,071,736
≡	LRCX	Newly reported	2.64%	957,877	$204,660,000
≡	RBLX	−14%	2.58%	3,532,184	$199,780,327
≡	SITM	−17%	2.57%	576,933	$199,243,812
≡	TSEM	Newly reported	2.42%	1,066,737	$187,191,009
≡	NVDA	−13%	2.35%	1,041,128	$181,572,723
≡	KVYO	+123%	1.72%	6,825,206	$132,818,509
≡	VIAV	Newly reported	1.49%	3,473,152	$115,586,499
≡	WDC	Newly reported	1.44%	412,006	$111,443,503
≡	CIEN	−74%	1.16%	231,267	$89,784,787
≡	ARM	Newly reported	0.88%	452,384	$68,436,652
≡	MDB	−63%	0.71%	224,648	$54,987,091
≡	DUOL	−46%	0.6%	471,764	$46,501,777
≡	PI	−54%	0.54%	405,244	$41,618,559
≡	AAPL	Newly reported	0.32%	96,613	$24,519,413
≡	MSFT	Newly reported	0.26%	53,850	$19,933,655
≡	AMD	Newly reported	0.18%	69,211	$14,079,594
≡	NFLX	Newly reported	0.16%	131,960	$12,687,954
≡	SMTC	SOLD	—	—	—
≡	MELI	SOLD	—	—	—
≡	NU	SOLD	—	—	—
≡	HUBS	SOLD	—	—	—
≡	HPE	SOLD	—	—	—
≡	OKTA	SOLD	—	—	—
≡	WLTH	SOLD	—	—	—
≡	CHYM	SOLD	—	—	—

Whale Rock Capital Management

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