Growth
Whale Rock Capital Management
Whale Rock Capital Management’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$12.46B
reported long US equity
Positions
35
US-listed holdings
New this quarter
7
7 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | SNDKSANDISK CORP | $1.36B | 10.9% | 596.5K | Reduced |
| 2 | AMDADVANCED MICRO DEVICES INC | $877.0M | 7.0% | 1.5M | Added |
| 3 | ALPHABET INC | $856.4M | 6.9% | 2.4M | Reduced |
| 4 | TTMITTM TECHNOLOGIES INC | $791.2M | 6.4% | 4.2M | Added |
| 5 | ALABASTERA LABS INC | $757.3M | 6.1% | 1.6M | New |
| 6 | AMZNAMAZON COM INC | $583.4M | 4.7% | 2.4M | Added |
| 7 | GLWCORNING INC | $570.6M | 4.6% | 2.2M | Reduced |
| 8 | MKSIMKS INC. | $565.5M | 4.5% | 1.3M | Reduced |
| 9 | CLSCELESTICA INC | $538.6M | 4.3% | 1.5M | Reduced |
| 10 | BEBLOOM ENERGY CORP | $486.8M | 3.9% | 1.6M | Reduced |
| 11 | COHRCOHERENT CORP | $482.1M | 3.9% | 1.2M | Added |
| 12 | FABRINET | $418.6M | 3.4% | 744.8K | Added |
| 13 | SITMSITIME CORP | $418.0M | 3.4% | 560.7K | Reduced |
| 14 | JFROG LTD | $405.2M | 3.3% | 4.5M | Reduced |
| 15 | MTSIMACOM TECH SOLUTIONS HLDGS I | $376.1M | 3.0% | 988.8K | Reduced |
| 16 | VIAVVIAVI SOLUTIONS INC | $328.3M | 2.6% | 6.9M | Added |
| 17 | LRCXLAM RESEARCH CORP | $321.8M | 2.6% | 742.6K | Reduced |
| 18 | TAIWAN SEMICONDUCTOR MANUFAC | $281.7M | 2.3% | 589.9K | Reduced |
| 19 | CVNACARVANA CO | $280.9M | 2.3% | 4.3M | Added |
| 20 | METAMETA PLATFORMS INC | $256.9M | 2.1% | 456.0K | Reduced |
| 21 | WDCWESTERN DIGITAL CORP | $255.9M | 2.1% | 400.7K | Reduced |
| 22 | APPAPPLOVIN CORP | $237.8M | 1.9% | 461.6K | Reduced |
| 23 | SNOWSNOWFLAKE INC | $225.2M | 1.8% | 884.7K | New |
| 24 | TWLOTWILIO INC | $169.6M | 1.4% | 821.8K | New |
| 25 | SEAGATE TECHNOLOGY HLDNGS PL | $143.3M | 1.2% | 148.5K | New |
| 26 | KVYOKLAVIYO INC | $83.5M | 0.7% | 5.5M | Reduced |
| 27 | NVDANVIDIA CORPORATION | $75.5M | 0.6% | 377.2K | Reduced |
| 28 | MDBMONGODB INC | $75.5M | 0.6% | 224.6K | — |
| 29 | PIIMPINJ INC | $58.0M | 0.5% | 405.2K | — |
| 30 | DUOLDUOLINGO INC | $54.3M | 0.4% | 471.8K | — |
| 31 | INTCINTEL CORP | $36.3M | 0.3% | 259.9K | New |
| 32 | AAPLAPPLE INC | $28.9M | 0.2% | 99.8K | Added |
| 33 | SPACE EXPLORATION TECHN CORP | $26.1M | 0.2% | 152.5K | New |
| 34 | AVGOBROADCOM INC | $22.6M | 0.2% | 59.8K | Reduced |
| 35 | CEREBRAS SYSTEMS INC | $11.2M | 0.1% | 50.7K | New |
Sold out (Q2 2026)
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From Whale Rock Capital Management’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.