Whale Rock Capital Management LLC
CIK 1387322
13F filing for Q2 2026・No. 493
- Holdings
- US$12.46B
- Quarter change
- +US$4.71B
- Entries
- 35
- Net bought (estimate)
- +US$292.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 7
- Cut 18
- Added 7
- Corporate actions 0
- Unchanged 3
Largest holdings
35 stocks worth US$12.46B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SNDKSANDISK CORPCOM | Cut | 596,545 | US$1.36B | 10.89% |
| AMDAMDCOM | Added | 1,509,650 | US$876.97M | 7.04% |
| GOOGLAlphabetCAP STK CL A | Cut | 2,396,352 | US$856.38M | 6.88% |
| TTMITTM TECHNOLOGIES INCCOM | Added | 4,230,575 | US$791.2M | 6.35% |
| ALABASTERA LABS INCCOM | New | 1,567,882 | US$757.32M | 6.08% |
| AMZNAmazonCOM | Added | 2,447,732 | US$583.39M | 4.68% |
| GLWCORNING INCCOM | Cut | 2,233,999 | US$570.63M | 4.58% |
| MKSIMKS INC.COM | Cut | 1,271,373 | US$565.51M | 4.54% |
| CLSCELESTICA INCCOM | Cut | 1,476,430 | US$538.6M | 4.32% |
| BEBLOOM ENERGY CORPCOM CL A | Cut | 1,608,305 | US$486.83M | 3.91% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.