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 PI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,618,558 | 405,244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $154,394,200 | 887,272 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $221,343,738 | 1,224,585 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $98,418,904 | 886,098 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $111,734,781 | 1,231,916 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||