Whale Rock Capital

Name: Whale Rock Capital 13F holdings, Q2 2026
Creator: Whale Rock Capital

13F Holdings · CIK 1387322 · filed 2026-08-14

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AI Summary

New Positions

20% of current holdings

Exited

20% of prior holdings

Increased

20% of prior holdings

Decreased

51% of prior holdings

Total holdings: 35 → 35

Show unchanged positions

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1 split-adjusted39 positions

					Shares				Value ($)

New	Long	ASTERA LABS INC	04626A103	COM	—	1,567,882	+1,567,882	—	—	$757.3M	+$757.3M	—
New	Long	CEREBRAS SYSTEMS INC	15675D103	COM CL A	—	50,696	+50,696	—	—	$11.2M	+$11.2M	—
New	Long	INTEL CORP	458140100	COM	—	259,903	+259,903	—	—	$36.3M	+$36.3M	—
New	Long	SEAGATE TECHNOLOGY HLDNGS PL	G7997R103	ORD SHS	—	148,543	+148,543	—	—	$143.3M	+$143.3M	—
New	Long	SNOWFLAKE INC	833445109	COM SHS	—	884,691	+884,691	—	—	$225.2M	+$225.2M	—
New	Long	SPACE EXPLORATION TECHN CORP	84615Q103	CLASS A COM STK	—	152,517	+152,517	—	—	$26.1M	+$26.1M	—
New	Long	TWILIO INC	90138F102	CL A	—	821,768	+821,768	—	—	$169.6M	+$169.6M	—
Exited	Long	ADVANCED ENERGY INDS	007973100	COM	1,022,112	—	−1,022,112	−100.0%	$329.8M	—	−$329.8M	−100.0%
Exited	Long	ARM HOLDINGS PLC	042068205	SPONSORED ADS	452,384	—	−452,384	−100.0%	$68.4M	—	−$68.4M	−100.0%
Exited	Long	CIENA CORP	171779309	COM NEW	231,267	—	−231,267	−100.0%	$89.8M	—	−$89.8M	−100.0%
Exited	Long	MICROSOFT CORP	594918104	COM	53,850	—	−53,850	−100.0%	$19.9M	—	−$19.9M	−100.0%
Exited	Long	NETFLIX INC.	64110L106	COM	131,960	—	−131,960	−100.0%	$12.7M	—	−$12.7M	−100.0%
Exited	Long	ROBLOX CORP	771049103	CL A	3,532,184	—	−3,532,184	−100.0%	$199.8M	—	−$199.8M	−100.0%
Exited	Long	TOWER SEMICONDUCTOR LTD	M87915274	SHS NEW	1,066,737	—	−1,066,737	−100.0%	$187.2M	—	−$187.2M	−100.0%
Increased	Long	ADVANCED MICRO DEVICES INC	007903107	COM	69,211	1,509,650	+1,440,439	+2081.2%	$14.1M	$877.0M	+$862.9M	+6128.7%
Increased	Long	AMAZON COM INC	023135106	COM	1,819,439	2,447,732	+628,293	+34.5%	$378.9M	$583.4M	+$204.5M	+54.0%
Increased	Long	APPLE INC	037833100	COM	96,613	99,766	+3,153	+3.3%	$24.5M	$28.9M	+$4.3M	+17.7%
Increased	Long	COHERENT CORP	19247G107	COM	975,048	1,222,035	+246,987	+25.3%	$232.3M	$482.1M	+$249.8M	+107.5%
Increased	Long	FABRINET	G3323L100	SHS	611,266	744,765	+133,499	+21.8%	$318.8M	$418.6M	+$99.8M	+31.3%
Increased	Long	TTM TECHNOLOGIES INC	87305R109	COM	3,514,560	4,230,575	+716,015	+20.4%	$342.4M	$791.2M	+$448.8M	+131.1%
Increased	Long	VIAVI SOLUTIONS INC	925550105	COM	3,473,152	6,875,942	+3,402,790	+98.0%	$115.6M	$328.3M	+$212.7M	+184.1%
Decreased	Long	ALPHABET INC	02079K305	CAP STK CL A	2,671,821	2,396,352	−275,469	−10.3%	$768.3M	$856.4M	+$88.1M	+11.5%
Decreased	Long	APPLOVIN CORP	03831W108	COM CL A	695,537	461,611	−233,926	−33.6%	$276.8M	$237.8M	−$39.0M	−14.1%
Decreased	Long	BLOOM ENERGY CORP	093712107	COM CL A	1,653,788	1,608,305	−45,483	−2.8%	$224.1M	$486.8M	+$262.8M	+117.3%
Decreased	Long	BROADCOM INC	11135F101	COM	737,142	59,780	−677,362	−91.9%	$228.2M	$22.6M	−$205.6M	−90.1%
Decreased	Long	CARVANA CO5-for-1 split	146869102	CL A	4,387,770	4,267,080	−120,690	−2.8%	$275.9M	$280.9M	+$5.0M	+1.8%
Decreased	Long	CELESTICA INC	15101Q207	COM	1,518,201	1,476,430	−41,771	−2.8%	$427.6M	$538.6M	+$111.0M	+25.9%
Decreased	Long	CORNING INC	219350105	COM	2,297,424	2,233,999	−63,425	−2.8%	$312.4M	$570.6M	+$258.2M	+82.7%
Decreased	Long	JFROG LTD	M6191J100	ORD SHS	6,019,793	4,458,423	−1,561,370	−25.9%	$282.5M	$405.2M	+$122.7M	+43.4%
Decreased	Long	KLAVIYO INC	49845K101	COM SER A	6,825,206	5,528,166	−1,297,040	−19.0%	$132.8M	$83.5M	−$49.3M	−37.2%
Decreased	Long	LAM RESEARCH CORP	512807306	COM NEW	957,877	742,638	−215,239	−22.5%	$204.7M	$321.8M	+$117.1M	+57.2%
Decreased	Long	MACOM TECH SOLUTIONS HLDGS I	55405Y100	COM	1,174,991	988,785	−186,206	−15.8%	$260.9M	$376.1M	+$115.2M	+44.1%
Decreased	Long	META PLATFORMS INC	30303M102	CL A	512,569	455,982	−56,587	−11.0%	$293.3M	$256.9M	−$36.4M	−12.4%
Decreased	Long	MKS INC.	55306N104	COM	1,306,724	1,271,373	−35,351	−2.7%	$300.3M	$565.5M	+$265.2M	+88.3%
Decreased	Long	NVIDIA CORPORATION	67066G104	COM	1,041,128	377,204	−663,924	−63.8%	$181.6M	$75.5M	−$106.1M	−58.4%
Decreased	Long	SANDISK CORP	80004C200	COM	799,587	596,545	−203,042	−25.4%	$508.0M	$1.36B	+$848.4M	+167.0%
Decreased	Long	SITIME CORP	82982T106	COM	576,933	560,701	−16,232	−2.8%	$199.2M	$418.0M	+$218.8M	+109.8%
Decreased	Long	TAIWAN SEMICONDUCTOR MANUFAC	874039100	SPONSORED ADS	819,445	589,911	−229,534	−28.0%	$276.9M	$281.7M	+$4.8M	+1.7%
Decreased	Long	WESTERN DIGITAL CORP	958102105	COM	412,006	400,687	−11,319	−2.7%	$111.4M	$255.9M	+$144.5M	+129.6%