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Whale Rock Capital Management LLC

Quarter-over-quarter position changes

43 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
NewADVANCED ENERGY INDUSTRIES INCMar 31, 2026+1,022,112New1,022,112$329.85Mhigh
NewMKS IncMar 31, 2026+1,306,724New1,306,724$300.30Mhigh
ExitedSEMTECH CORPMar 31, 2026-3,901,469-100%0$287.50Mhigh
TrimmedCIENA CORPMar 31, 2026-662,216-74%231,267$257.09Mhigh
NewLAM RESEARCH CORPMar 31, 2026+957,877New957,877$204.66Mhigh
ExitedMercadoLibre, Inc.Mar 31, 2026-98,175-100%0$197.75Mhigh
NewM87915274Mar 31, 2026+1,066,737New1,066,737$187.19Mhigh
ExitedG6683N103Mar 31, 2026-10,755,918-100%0$180.05Mhigh
AddedAlphabet Inc.Mar 31, 2026+570,898+27%2,671,821$164.17Mhigh
TrimmedSandisk CorpMar 31, 2026-203,979-20%799,587$129.60Mhigh
NewVIAVI SOLUTIONS INC.Mar 31, 2026+3,473,152New3,473,152$115.59Mhigh
NewWestern Digital CorpMar 31, 2026+412,006New412,006$111.44Mhigh
TrimmedCELESTICA INCCLSMar 31, 2026-364,190-19%1,518,201$102.59Mhigh
TrimmedMongoDB, Inc.Mar 31, 2026-375,322-63%224,648$91.87Mhigh
TrimmedBroadcom Inc.Mar 31, 2026-294,590-29%737,142$91.18Mhigh
AddedMACOM Technology Solutions Holdings, Inc.Mar 31, 2026+391,686+50%1,174,991$86.98Mhigh
AddedTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMMar 31, 2026+226,504+38%819,445$76.55Mhigh
TrimmedTTM Technologies IncMar 31, 2026-761,760-18%3,514,560$74.21Mhigh
AddedKlaviyo, Inc.Mar 31, 2026+3,767,317+123%6,825,206$73.31Mhigh
NewARM HOLDINGS PLC /UKARMMar 31, 2026+452,384New452,384$68.44Mhigh
TrimmedCARVANA CO.Mar 31, 2026-193,248-18%877,554$60.75Mhigh
ExitedHUBSPOT INCMar 31, 2026-149,246-100%0$59.89Mhigh
TrimmedCORNING INC /NYMar 31, 2026-372,356-14%2,297,424$50.63Mhigh
TrimmedImpinj IncMar 31, 2026-482,028-54%405,244$49.50Mmedium
ExitedHewlett Packard Enterprise CoMar 31, 2026-1,908,017-100%0$45.83Mmedium
TrimmedAppLovin CorpMar 31, 2026-112,819-14%695,537$44.90Mmedium
AddedBloom Energy CorpMar 31, 2026+314,165+23%1,653,788$42.57Mmedium
TrimmedSITIME CorpMar 31, 2026-121,606-17%576,933$42.00Mmedium
TrimmedDuolingo, Inc.Mar 31, 2026-404,882-46%471,764$39.91Mmedium
ExitedOkta, Inc.Mar 31, 2026-434,854-100%0$37.60Mmedium
AddedJFrog LtdMar 31, 2026+721,981+14%6,019,793$33.88Mmedium
TrimmedROBLOX CorpMar 31, 2026-572,929-14%3,532,184$32.40Mmedium
TrimmedCOHERENT CORPMar 31, 2026-119,709-11%975,048$28.52Mmedium
TrimmedNVIDIA CorpMar 31, 2026-160,567-13%1,041,128$28.00Mmedium
NewApple Inc.Mar 31, 2026+96,613New96,613$24.52Mmedium
AddedMeta Platforms IncMar 31, 2026+42,856+9.1%512,569$24.52Mmedium
ExitedWEALTHFRONT CORPWLTHMar 31, 2026-1,600,000-100%0$21.74Mmedium
NewMICROSOFT CORPMar 31, 2026+53,850New53,850$19.93Mmedium
NewADVANCED MICRO DEVICES INCMar 31, 2026+69,211New69,211$14.08Mmedium
NewNetflix IncMar 31, 2026+131,960New131,960$12.69Mmedium
TrimmedAmazon.com IncMar 31, 2026-38,439-2.1%1,819,439$8.01Mmedium
TrimmedFabrinetMar 31, 2026-4,781-0.8%611,266$2.49Mlow
ExitedChime Financial, Inc.Mar 31, 2026-10,572-100%0$266.1Klow
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