Whale Rock Capital Management LLC
Top Portfolio Positions
35 positions ·
$7,742,272,911 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
2,671,821 | $768,308,846 | 9.92% | |
| SNDK |
Sandisk Corp
Technology
|
799,587 | $508,009,604 | 6.56% | |
| CLS |
Celestica Inc
Technology
|
1,518,201 | $427,646,857 | 5.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,819,439 | $378,934,560 | 4.89% | |
| TTMI |
Ttm Technologies Inc
Technology
|
3,514,560 | $342,388,435 | 4.42% | |
| AEIS |
Advanced Energy Industries Inc
Industrials
|
1,022,112 | $329,845,763 | 4.26% | |
| FN |
Fabrinet
Technology
|
611,266 | $318,787,444 | 4.12% | |
| GLW |
Corning Inc /Ny
Technology
|
2,297,424 | $312,380,741 | 4.03% | |
| MKSI |
Mks Inc
Technology
|
1,306,724 | $300,298,242 | 3.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
512,569 | $293,256,101 | 3.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DUOL
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,501,777 | 471,764 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $153,851,373 | 876,646 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $279,411,510 | 868,169 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $200,409,165 | 488,779 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $281,674,996 | 907,049 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $382,511,963 | 1,179,755 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $386,023,899 | 1,368,782 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $296,444,322 | 1,420,637 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $281,281,189 | 1,275,189 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $233,562,491 | 1,029,590 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $179,981,887 | 1,085,078 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $189,932,954 | 1,328,760 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $188,231,918 | 1,320,092 | Shares | Sole | 2023-05-15 | |
| 2021-09-30 | $97,223,279 | 584,415 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||