13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-08-14) and may differ from current positions. 13F reports only US-listed long equities — shorts, most derivatives, non-US (e.g. Korea/Japan) names, and confidential treatment are excluded.
Whale Rock Capital Management
CIK 1387322Alex Sacerdote · Whale Rock Capital Management LLC
A tech-innovation long/short fund — a high-beta growth book concentrated in semiconductors, AI, and internet platforms.
View original 13F on SEC EDGARQuarter
2026Q2
Total 13F value
$12.5B
Holdings
35
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Sandisk Corp | 10.89% | $1.4B | |
| Advanced Micro Devices Inc | 7.04% | $877M | |
| Alphabet Inc | 6.88% | $856M | |
| Ttm Technologies Inc | 6.35% | $791M | |
| Astera Labs Inc | 6.08% | $757M | |
| Amazon Com Inc | 4.68% | $583M | |
| Corning Inc | 4.58% | $571M | |
| Mks Inc. | 4.54% | $566M | |
| Celestica Inc | 4.32% | $539M | |
| Bloom Energy Corp | 3.91% | $487M |
As of 2026Q2 · filed 2026-08-14 · accession 0001172661-26-003733 · 57 days after quarter-end · source SEC EDGAR Form 13F-HR
This page is a factual aggregation of public SEC EDGAR Form 13F-HR disclosures. It reflects only US-listed long equity holdings; shorts, derivatives, non-US, and confidential-treatment positions are excluded. 'Weight' means the position's share within that manager's 13F (a fact), not a portfolio allocation guide. This page is for information only and is not a recommendation to buy or sell any security, nor investment advice. All investment decisions are the sole responsibility of the investor. © 2026 Haerangdal Research.