Whale Rock Capital Management LLC

Position in AMD — Advanced Micro Devices Inc

CIK 1387322 Boston, MA

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$876,970,781

+$862,891,188 QoQ

Shares Held

1,509,650

+2081.2% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

7.04%

of 13F equity value

Holder Rank

#90

of 3,960 holders

Holding Since

Sep 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Whale Rock Capital Management LLC holds $2,913,747,139 across 10 Semiconductors names. AMD ranks #1 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc This page	1,509,650	$876,970,781
2	ALAB	Astera Labs, Inc.	1,567,882	$757,318,363
3	SITM	SITIME Corp	560,701	$418,036,237
4	MTSI	MACOM Technology Solutions Holdings, Inc.	988,785	$376,104,150
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	589,911	$281,723,796
6	NVDA	Nvidia Corp	377,204	$75,474,748
7	PI	Impinj Inc	405,244	$58,043,098
8	INTC	Intel Corp	259,903	$36,290,255

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$876,970,781	1,509,650	+2081.2%	Shares	Sole	2026-08-14
2026-03-31	$14,079,593	69,211	-95.1%	Shares	Sole	2026-05-15
2023-12-31	$206,140,060	1,398,413	+19.2%	Shares	Sole	2024-02-14
2023-06-30	$133,683,864	1,173,592	+138.0%	Shares	Sole	2023-08-14
2022-12-31	$31,944,110	493,193	-34.0%	Shares	Sole	2023-02-14
2022-03-31	$81,755,267	747,716	-64.4%	Shares	Sole	2022-05-16
2021-12-31	$301,845,215	2,097,604	-14.6%	Shares	Sole	2022-02-14
2020-09-30	$201,468,533	2,457,233	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.