Quarter snapshot

Whale Rock Capital Management

Quarter: Q2 2026
Filed: 2026-08-14
Portfolio value: $12,456,319,060
Positions: 35
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	SNDK	−25%	10.89%	596,545	$1,356,382,263
≡	AMD	+2081%	7.04%	1,509,650	$876,970,782
≡	GOOG	−10%	6.88%	2,396,352	$856,384,314
≡	TTMI	+20%	6.35%	4,230,575	$791,202,137
≡	ALAB	Newly reported	6.08%	1,567,882	$757,318,364
≡	AMZN	+35%	4.68%	2,447,732	$583,392,445
≡	GLW	−3%	4.58%	2,233,999	$570,630,365
≡	MKSI	−3%	4.54%	1,271,373	$565,506,710
≡	CLS	−3%	4.32%	1,476,430	$538,601,664
≡	BE	−3%	3.91%	1,608,305	$486,833,924
≡	COHR	+25%	3.87%	1,222,035	$482,056,146
≡	FN	+22%	3.36%	744,765	$418,617,511
≡	SITM	−3%	3.36%	560,701	$418,036,238
≡	FROG	−26%	3.25%	4,458,423	$405,181,482
≡	MTSI	−16%	3.02%	988,785	$376,104,150
≡	VIAV	+98%	2.64%	6,875,942	$328,326,231
≡	LRCX	−23%	2.58%	742,638	$321,807,325
≡	TSM	−28%	2.26%	589,911	$281,723,796
≡	CVNA	+386%	2.25%	4,267,080	$280,859,206
≡	META	−11%	2.06%	455,982	$256,850,101
≡	WDC	−3%	2.05%	400,687	$255,926,801
≡	APP	−34%	1.91%	461,611	$237,835,836
≡	SNOW	Newly reported	1.81%	884,691	$225,153,860
≡	TWLO	Newly reported	1.36%	821,768	$169,555,391
≡	STX	Newly reported	1.15%	148,543	$143,343,995
≡	KVYO	−19%	0.67%	5,528,166	$83,475,307
≡	NVDA	−64%	0.61%	377,204	$75,474,748
≡	MDB		0.61%	224,648	$75,459,263
≡	PI		0.47%	405,244	$58,043,098
≡	DUOL		0.44%	471,764	$54,262,295
≡	INTC	Newly reported	0.29%	259,903	$36,290,256
≡	AAPL	+3%	0.23%	99,766	$28,868,290
≡	SPCX	Newly reported	0.21%	152,517	$26,059,055
≡	AVGO	−92%	0.18%	59,780	$22,581,895
≡	CBRS	Newly reported	0.09%	50,696	$11,203,816
≡	AEIS	SOLD	—	—	—
≡	RBLX	SOLD	—	—	—
≡	TSEM	SOLD	—	—	—
≡	CIEN	SOLD	—	—	—
≡	ARM	SOLD	—	—	—
≡	MSFT	SOLD	—	—	—
≡	NFLX	SOLD	—	—	—

Whale Rock Capital Management

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