Whale Rock Capital Management LLC

Position in NVDA — Nvidia Corp

CIK 1387322 Boston, MA

Position in NVDA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$181,572,723

-$42,543,394 QoQ

Shares Held

1,041,128

-13.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Whale Rock Capital Management LLC holds $1,458,156,852 across 9 Semiconductors names. NVDA ranks #6 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	819,445	$276,931,437
2	MTSI	MACOM Technology Solutions Holdings, Inc.	1,174,991	$260,930,251
3	AVGO	Broadcom Inc.	737,142	$228,152,820
4	SITM	SITIME Corp	576,933	$199,243,811
5	TSEM	Tower Semiconductor Ltd	1,066,737	$187,191,008
6	NVDA	Nvidia Corp This page	1,041,128	$181,572,723
7	ARM	Arm Holdings PLC /Uk	452,384	$68,436,651
8	PI	Impinj Inc	405,244	$41,618,558

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$181,572,723	1,041,128	-13.4%	Shares	Sole	2026-05-15
2025-12-31	$224,116,117	1,201,695	-62.3%	Shares	Sole	2026-02-17
2025-09-30	$594,546,685	3,186,551	-11.3%	Shares	Sole	2025-11-14
2025-06-30	$567,392,488	3,591,319	+93.2%	Shares	Sole	2025-08-14
2025-03-31	$201,463,355	1,858,861	-37.8%	Shares	Sole	2025-05-15
2024-12-31	$401,256,908	2,987,988	-13.8%	Shares	Sole	2025-02-14
2024-09-30	$420,789,721	3,465,001	-28.9%	Shares	Sole	2024-11-14
2024-06-30	$602,145,202	4,874,091	+493.0%	Shares	Sole	2024-08-14
2024-03-31	$74,266,849	821,936	+62.1%	Shares	Sole	2024-05-15
2023-12-31	$25,107,852	507,004	-34.8%	Shares	Sole	2024-02-14
2023-09-30	$33,821,472	777,523	-19.8%	Shares	Sole	2023-11-14
2023-06-30	$40,991,822	969,028	-6.9%	Shares	Sole	2023-08-14
2023-03-31	$28,927,078	1,041,404	+36.3%	Shares	Sole	2023-05-15
2022-12-31	$11,166,835	764,119	+121.2%	Shares	Sole	2023-02-14
2022-03-31	$9,425,703	345,441	-53.3%	Shares	Sole	2022-05-16
2021-12-31	$21,775,022	740,370	-58.5%	Shares	Sole	2022-02-14
2021-09-30	$36,992,416	1,785,693	+497.3%	Shares	Sole	2021-11-15
2021-06-30	$5,979,727	298,949	-1.5%	Shares	Sole	2021-09-24
2020-12-31	$3,962,048	303,489	-47.9%	Shares	Sole	2021-02-16
2020-09-30	$7,875,413	582,049	+3.7%	Shares	Sole	2020-11-16
2020-06-30	$5,331,029	561,291	+27.1%	Shares	Sole	2020-08-14
2020-03-31	$2,910,111	441,595	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.