Whale Rock Capital
Public equity holdings reported by Whale Rock Capital Management through delayed quarterly filings.
$7.7BPortfolio value43Holdings2026-03-31Last filing
Whale Rock Capital
Whale Rock Capital
Status: live
Provider: unusual_whales
Provider status: live
Freshness: fresh
Latest filing: 2026-03-31
Source: SEC EDGAR
Endpoint: institution_holdings
Generated: 2026-05-25 20:44 UTC
Access: Free preview
13F Rows
Top filing rows
| Ticker | Company | Shares | Market Value | Weight | Actions |
|---|---|---|---|---|---|
| GOOGL | ALPHABET | 2,671,821 | $768.3M | +0.00% | Research LabFundamentalsPrice ChartTATheme |
| SNDK | Sandisk Corporation | 799,587 | $508.0M | +0.01% | Research LabFundamentalsPrice ChartTA |
| CLS | CELESTICA | 1,518,201 | $427.6M | +0.01% | Research LabFundamentalsPrice ChartTA |
| AMZN | AMAZON | 1,819,439 | $378.9M | +0.00% | Research LabFundamentalsPrice ChartTATheme |
| TTMI | TTM TECHNOLOGIES | 3,514,560 | $342.4M | +0.03% | Research LabFundamentalsPrice ChartTA |
| AEIS | ADVANCED ENERGY INDUSTRIES | 1,022,112 | $329.8M | +0.03% | Research LabFundamentalsPrice ChartTA |
| FN | FABRINET | 611,266 | $318.8M | +0.02% | Research LabFundamentalsPrice ChartTA |
| GLW | CORNING | 2,297,424 | $312.4M | +0.00% | Research LabFundamentalsPrice ChartTA |
| MKSI | MKS INSTRUMENTS | 1,306,724 | $300.3M | +0.02% | Research LabFundamentalsPrice ChartTA |
| META | META | 512,569 | $293.3M | +0.00% | Research LabFundamentalsPrice ChartTATheme |
| FROG | JFROG | 6,019,793 | $282.5M | +0.05% | Research LabFundamentalsPrice ChartTA |
| TSM | TAIWAN SEMICONDUCTOR | 819,445 | $276.9M | +0.00% | Research LabFundamentalsPrice ChartTATheme |
| APP | APPLOVIN | 695,537 | $276.8M | +0.00% | Research LabFundamentalsPrice ChartTA |
| CVNA | CARVANA | 4,387,770 | $275.9M | +0.01% | Research LabFundamentalsPrice ChartTA |
| MTSI | MACOM TECHNOLOGY SOLUTIONS HOLDINGS | 1,174,991 | $260.9M | +0.02% | Research LabFundamentalsPrice ChartTA |
| COHR | COHERENT | 975,048 | $232.3M | +0.00% | Research LabFundamentalsPrice ChartTA |
| AVGO | BROADCOM | 737,142 | $228.2M | +0.00% | Research LabFundamentalsPrice ChartTATheme |
| BE | BLOOM ENERGY | 1,653,788 | $224.1M | +0.01% | Research LabFundamentalsPrice ChartTA |
| LRCX | LAM RESEARCH | 957,877 | $204.7M | +0.00% | Research LabFundamentalsPrice ChartTA |
| RBLX | ROBLOX | 3,532,184 | $199.8M | +0.01% | Research LabFundamentalsPrice ChartTA |
| SITM | SITIME | 576,933 | $199.2M | +0.02% | Research LabFundamentalsPrice ChartTA |
| TSEM | TOWER SEMICONDUCTOR | 1,066,737 | $187.2M | +0.01% | Research LabFundamentalsPrice ChartTA |
| NVDA | NVIDIA | 1,041,128 | $181.6M | +0.00% | Research LabFundamentalsPrice ChartTATheme |
| KVYO | KLAVIYO INC | 6,825,206 | $132.8M | +0.05% | Research LabFundamentalsPrice ChartTA |
| VIAV | VIAVI SOLUTIONS | 3,473,152 | $115.6M | +0.01% | Research LabFundamentalsPrice ChartTA |
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