SANDISK CORP · SNDK
Value$1.36B
Weight10.89%
Shares596,545
ChangeTrim+4.33%
← Back to managers
Whale Rock Capital
Alex Sacerdote · CIK 0001387322 · filed 2026-08-14
Equity positions
ADVANCED MICRO DEVICES INC · AMD
Value$876.97M
Weight7.04%
Shares1,509,650
ChangeAdd+6.86%
ALPHABET INC · GOOGL
Value$856.38M
Weight6.88%
Shares2,396,352
ChangeTrim-3.05%
TTM TECHNOLOGIES INC · TTMI
Value$791.20M
Weight6.35%
Shares4,230,575
ChangeAdd+1.93%
ASTERA LABS INC · ALAB
Value$757.32M
Weight6.08%
Shares1,567,882
ChangeNew+6.08%
AMAZON COM INC · AMZN
Value$583.39M
Weight4.68%
Shares2,447,732
ChangeAdd-0.21%
CORNING INC · GLW
Value$570.63M
Weight4.58%
Shares2,233,999
ChangeTrim+0.55%
MKS INC. · MKSI
Value$565.51M
Weight4.54%
Shares1,271,373
ChangeTrim+0.66%
CELESTICA INC · CLS
Value$538.60M
Weight4.32%
Shares1,476,430
ChangeTrim-1.20%
BLOOM ENERGY CORP · BE
Value$486.83M
Weight3.91%
Shares1,608,305
ChangeTrim+1.01%
COHERENT CORP · COHR
Value$482.06M
Weight3.87%
Shares1,222,035
ChangeAdd+0.87%
FABRINET · FN
Value$418.62M
Weight3.36%
Shares744,765
ChangeAdd-0.76%
SITIME CORP · SITM
Value$418.04M
Weight3.36%
Shares560,701
ChangeTrim+0.78%
JFROG LTD · FROG
Value$405.18M
Weight3.25%
Shares4,458,423
ChangeTrim-0.40%
MACOM TECH SOLUTIONS HLDGS I · MTSI
Value$376.10M
Weight3.02%
Shares988,785
ChangeTrim-0.35%
VIAVI SOLUTIONS INC · VIAV
Value$328.33M
Weight2.64%
Shares6,875,942
ChangeAdd+1.14%
LAM RESEARCH CORP · LRCX
Value$321.81M
Weight2.58%
Shares742,638
ChangeTrim-0.06%
Taiwan Semiconductor Manufacturing · TSM
Value$281.72M
Weight2.26%
Shares589,911
ChangeTrim-1.32%
CARVANA CO · CVNA
Value$280.86M
Weight2.25%
Shares4,267,080
ChangeAdd-1.31%
META PLATFORMS INC · META
Value$256.85M
Weight2.06%
Shares455,982
ChangeTrim-1.73%
WESTERN DIGITAL CORP · WDC
Value$255.93M
Weight2.05%
Shares400,687
ChangeTrim+0.62%
APPLOVIN CORP · APP
Value$237.84M
Weight1.91%
Shares461,611
ChangeTrim-1.67%
SNOWFLAKE INC · SNOW
Value$225.15M
Weight1.81%
Shares884,691
ChangeNew+1.81%
TWILIO INC · TWLO
Value$169.56M
Weight1.36%
Shares821,768
ChangeNew+1.36%
SEAGATE TECHNOLOGY HLDNGS PL
Value$143.34M
Weight1.15%
Shares148,543
ChangeNew+1.15%
| Company | Type | Shares | Value ▼ | Weight | Change | Sector |
|---|---|---|---|---|---|---|
| SANDISK CORP · SNDK | Equity | 596,545 | $1.36B | 10.89% | Trim+4.33% | Information Technology |
| ADVANCED MICRO DEVICES INC · AMD | Equity | 1,509,650 | $876.97M | 7.04% | Add+6.86% | Information Technology |
| ALPHABET INC · GOOGL | Equity | 2,396,352 | $856.38M | 6.88% | Trim-3.05% | Communication Services |
| TTM TECHNOLOGIES INC · TTMI | Equity | 4,230,575 | $791.20M | 6.35% | Add+1.93% | Information Technology |
| ASTERA LABS INC · ALAB | Equity | 1,567,882 | $757.32M | 6.08% | New+6.08% | Information Technology |
| AMAZON COM INC · AMZN | Equity | 2,447,732 | $583.39M | 4.68% | Add-0.21% | Consumer Discretionary |
| CORNING INC · GLW | Equity | 2,233,999 | $570.63M | 4.58% | Trim+0.55% | Information Technology |
| MKS INC. · MKSI | Equity | 1,271,373 | $565.51M | 4.54% | Trim+0.66% | Information Technology |
| CELESTICA INC · CLS | Equity | 1,476,430 | $538.60M | 4.32% | Trim-1.20% | Information Technology |
| BLOOM ENERGY CORP · BE | Equity | 1,608,305 | $486.83M | 3.91% | Trim+1.01% | Industrials |
| COHERENT CORP · COHR | Equity | 1,222,035 | $482.06M | 3.87% | Add+0.87% | Information Technology |
| FABRINET · FN | Equity | 744,765 | $418.62M | 3.36% | Add-0.76% | Information Technology |
| SITIME CORP · SITM | Equity | 560,701 | $418.04M | 3.36% | Trim+0.78% | Information Technology |
| JFROG LTD · FROG | Equity | 4,458,423 | $405.18M | 3.25% | Trim-0.40% | Information Technology |
| MACOM TECH SOLUTIONS HLDGS I · MTSI | Equity | 988,785 | $376.10M | 3.02% | Trim-0.35% | Information Technology |
| VIAVI SOLUTIONS INC · VIAV | Equity | 6,875,942 | $328.33M | 2.64% | Add+1.14% | Information Technology |
| LAM RESEARCH CORP · LRCX | Equity | 742,638 | $321.81M | 2.58% | Trim-0.06% | Information Technology |
| Taiwan Semiconductor Manufacturing · TSM | Equity | 589,911 | $281.72M | 2.26% | Trim-1.32% | Information Technology |
| CARVANA CO · CVNA | Equity | 4,267,080 | $280.86M | 2.25% | Add-1.31% | Consumer Discretionary |
| META PLATFORMS INC · META | Equity | 455,982 | $256.85M | 2.06% | Trim-1.73% | Communication Services |
| WESTERN DIGITAL CORP · WDC | Equity | 400,687 | $255.93M | 2.05% | Trim+0.62% | Information Technology |
| APPLOVIN CORP · APP | Equity | 461,611 | $237.84M | 1.91% | Trim-1.67% | Communication Services |
| SNOWFLAKE INC · SNOW | Equity | 884,691 | $225.15M | 1.81% | New+1.81% | Information Technology |
| TWILIO INC · TWLO | Equity | 821,768 | $169.56M | 1.36% | New+1.36% | Information Technology |
| SEAGATE TECHNOLOGY HLDNGS PL | Equity | 148,543 | $143.34M | 1.15% | New+1.15% | Unknown |
Exited this quarter
7 sold out vs Q1 2026ADVANCED ENERGY INDS · AEIS
Last value$329.85M
Last weight4.26%
Last shares1,022,112
ChangeExit-4.26%
ROBLOX CORP · RBLX
Last value$199.78M
Last weight2.58%
Last shares3,532,184
ChangeExit-2.58%
TOWER SEMICONDUCTOR LTD · TSEM
Last value$187.19M
Last weight2.42%
Last shares1,066,737
ChangeExit-2.42%
CIENA CORP · CIEN
Last value$89.78M
Last weight1.16%
Last shares231,267
ChangeExit-1.16%
ARM HOLDINGS PLC · ARM
Last value$68.44M
Last weight0.88%
Last shares452,384
ChangeExit-0.88%
MICROSOFT CORP · MSFT
Last value$19.93M
Last weight0.26%
Last shares53,850
ChangeExit-0.26%
NETFLIX INC. · NFLX
Last value$12.69M
Last weight0.16%
Last shares131,960
ChangeExit-0.16%
| Company | Type | Last shares | Last value | Last weight | Change | Sector |
|---|---|---|---|---|---|---|
| ADVANCED ENERGY INDS · AEIS | Equity | 1,022,112 | $329.85M | 4.26% | Exit-4.26% | Industrials |
| ROBLOX CORP · RBLX | Equity | 3,532,184 | $199.78M | 2.58% | Exit-2.58% | Communication Services |
| TOWER SEMICONDUCTOR LTD · TSEM | Equity | 1,066,737 | $187.19M | 2.42% | Exit-2.42% | Information Technology |
| CIENA CORP · CIEN | Equity | 231,267 | $89.78M | 1.16% | Exit-1.16% | Information Technology |
| ARM HOLDINGS PLC · ARM | Equity | 452,384 | $68.44M | 0.88% | Exit-0.88% | Information Technology |
| MICROSOFT CORP · MSFT | Equity | 53,850 | $19.93M | 0.26% | Exit-0.26% | Information Technology |
| NETFLIX INC. · NFLX | Equity | 131,960 | $12.69M | 0.16% | Exit-0.16% | Communication Services |