13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-05-15) 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
2026Q1
Total 13F value
$7.7B
Holdings
35
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Alphabet Inc | 9.92% | $768M | |
| Sandisk Corp | 6.56% | $508M | |
| Celestica Inc | 5.52% | $428M | |
| Amazon Com Inc | 4.89% | $379M | |
| Ttm Technologies Inc | 4.42% | $342M | |
| Advanced Energy Inds | 4.26% | $330M | |
| Fabrinet | 4.12% | $319M | |
| Corning Inc | 4.03% | $312M | |
| Mks Inc. | 3.88% | $300M | |
| Meta Platforms Inc | 3.79% | $293M |
As of 2026Q1 · filed 2026-05-15 · accession 0001172661-26-002159 · 103 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.