Whale Rock Capital Management LLC
Top Portfolio Positions
30 positions ·
$7,551,398,519 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
2,100,923 | $657,588,899 | 8.71% |
| CLS |
Celestica Inc
Technology
|
1,882,391 | $556,453,603 | 7.37% |
| APP |
AppLovin Corp
Communication Services
|
808,356 | $544,686,439 | 7.21% |
| CVNA |
Carvana Co.
Consumer Cyclical
|
1,070,802 | $451,899,860 | 5.98% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,857,878 | $428,835,399 | 5.68% |
| AVGO |
Broadcom Inc.
Technology
|
1,031,732 | $357,082,445 | 4.73% |
| RBLX |
Roblox Corp
Communication Services
|
4,105,113 | $332,637,306 | 4.40% |
| FROG |
JFrog Ltd
Technology
|
5,297,812 | $330,901,337 | 4.38% |
| META |
Meta Platforms, Inc.
Communication Services
|
469,713 | $310,052,854 | 4.11% |
| TTMI |
Ttm Technologies Inc
Technology
|
4,276,320 | $295,066,080 | 3.91% |
Portfolio Trend
Holdings in SITM
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $246,716,989 | 698,539 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $144,779,756 | 480,501 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $85,829,689 | 402,805 | Shares | Sole | 2025-08-14 | |
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