Whale Rock Capital Management LLC

FundBoston · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$12.5B

Reported value of US stock holdings on Jun 30, the filing's own figure

35 positions · filed Aug 14, 45 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

7, biggest 4

ALAB ASTERA LABS INC 1.6M shares6.1% of this fund's holdings

SNOW SNOWFLAKE INC 885K shares1.8% of this fund's holdings

TWLO TWILIO INC 822K shares1.4% of this fund's holdings

STX SEAGATE TECHNOLOGY HLDNGS PL 149K shares1.2% of this fund's holdings

Sold out

7, biggest 4

AEIS ADVANCED ENERGY INDS All 1.0M shares

RBLX ROBLOX CORP All 3.5M shares

TSEM TOWER SEMICONDUCTOR LTD All 1.1M shares

CIEN CIENA CORP All 231K shares

Added to

8, biggest 4

AMD ADVANCED MICRO DEVICES INC +1.4M shares+2081%

TTMI TTM TECHNOLOGIES INC +716K shares+20%

AMZN AMAZON COM INC +628K shares+35%

COHR COHERENT CORP +247K shares+25%

Trimmed

17, biggest 4

SNDK SANDISK CORP −203K shares−25%

GOOGL ALPHABET INC −275K shares−10%

GLW CORNING INC −63,425 shares−3%

MKSI MKS INC. −35,351 shares−3%

Top holdings

Reference, not news

Top holdings · 35 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 SNDK SANDISK CORP 597K 10.9% −25%

2 AMD ADVANCED MICRO DEVICES INC 1.5M 7.0% +2081%

3 GOOGL ALPHABET INC 2.4M 6.9% −10%

4 TTMI TTM TECHNOLOGIES INC 4.2M 6.4% +20%

5 ALAB ASTERA LABS INC 1.6M 6.1% New

6 AMZN AMAZON COM INC 2.4M 4.7% +35%

7 GLW CORNING INC 2.2M 4.6% −3%

8 MKSI MKS INC. 1.3M 4.5% −3%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.