Holdings
Whale Rock Capital Management LLC
As of Jun 30, 2026, Whale Rock Capital Management LLC reported 33 positions worth US$11.9B. Largest: Sandisk Corporation, Advanced Micro Devices Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 597K | US$1.36B | −203K | Jun 30, 2026 |
| Advanced Micro Devices Inc | 1.51M | US$877M | +1.44M | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2.4M | US$856M | −275K | Jun 30, 2026 |
| Ttm Technologies, Inc. | 4.23M | US$791M | +716K | Jun 30, 2026 |
| Astera Labs, Inc. | 1.57M | US$757M | new | Jun 30, 2026 |
| Amazon.com, Inc. | 2.45M | US$583M | +628K | Jun 30, 2026 |
| Corning Incorporated | 2.23M | US$571M | −63,425 | Jun 30, 2026 |
| Mks Inc. | 1.27M | US$566M | −35,351 | Jun 30, 2026 |
| Celestica Inc. | 1.48M | US$539M | −41,771 | Jun 30, 2026 |
| Bloom Energy Corporation | 1.61M | US$487M | −45,483 | Jun 30, 2026 |