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Whale Rock Capital Management LLC

All holdings · as of Mar 31, 2026

35 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.—$768.31M2,671,8219.9%
Sandisk Corp—$508.01M799,5876.6%
CELESTICA INCCLSCommon Stock$427.65M1,518,2015.5%
Amazon.com Inc—$378.93M1,819,4394.9%
TTM Technologies Inc—$342.39M3,514,5604.4%
ADVANCED ENERGY INDUSTRIES INC—$329.85M1,022,1124.3%
Fabrinet—$318.79M611,2664.1%
CORNING INC /NY—$312.38M2,297,4244.0%
MKS Inc—$300.30M1,306,7243.9%
Meta Platforms Inc—$293.26M512,5693.8%
JFrog Ltd—$282.51M6,019,7933.6%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$276.93M819,4453.6%
AppLovin Corp—$276.82M695,5373.6%
CARVANA CO.—$275.89M877,5543.6%
MACOM Technology Solutions Holdings, Inc.—$260.93M1,174,9913.4%
COHERENT CORP—$232.27M975,0483.0%
Broadcom Inc.—$228.15M737,1422.9%
Bloom Energy Corp—$224.07M1,653,7882.9%
LAM RESEARCH CORP—$204.66M957,8772.6%
ROBLOX Corp—$199.78M3,532,1842.6%
SITIME Corp—$199.24M576,9332.6%
TOWER SEMICONDUCTOR LTD—$187.19M1,066,7372.4%
NVIDIA Corp—$181.57M1,041,1282.3%
Klaviyo, Inc.—$132.82M6,825,2061.7%
VIAVI SOLUTIONS INC.—$115.59M3,473,1521.5%
Western Digital Corp—$111.44M412,0061.4%
CIENA CORP—$89.78M231,2671.2%
ARM HOLDINGS PLC /UKARMADR$68.44M452,3840.9%
MongoDB, Inc.—$54.99M224,6480.7%
Duolingo, Inc.—$46.50M471,7640.6%
Impinj Inc—$41.62M405,2440.5%
Apple Inc.—$24.52M96,6130.3%
MICROSOFT CORP—$19.93M53,8500.3%
ADVANCED MICRO DEVICES INC—$14.08M69,2110.2%
Netflix Inc—$12.69M131,9600.2%
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