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 |
|---|---|---|---|---|
| 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% |
Holdings in MDB
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,987,090 | 224,648 | Shares | Sole | 2026-05-15 | |
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