The Capital That Moves Markets
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SNDKSANDISK CORP10.89%+4.33%$1.36BTrim-25.39%
AMDADVANCED MICRO DEVICES INC7.04%+6.86%$876.97MAdd+2081.23%
GOOGLALPHABET INC6.88%-3.05%$856.38MTrim-10.31%
TTMITTM TECHNOLOGIES INC6.35%+1.93%$791.20MAdd+20.37%
ALABASTERA LABS INC6.08%$757.32MNew
AMZNAMAZON COM INC4.68%-0.21%$583.39MAdd+34.53%
GLWCORNING INC4.58%+0.55%$570.63MTrim-2.76%
MKSIMKS INC.4.54%+0.66%$565.51MTrim-2.71%
CLSCELESTICA INC4.32%-1.20%$538.60MTrim-2.75%
BEBLOOM ENERGY CORP3.91%+1.01%$486.83MTrim-2.75%
COHRCOHERENT CORP3.87%+0.87%$482.06MAdd+25.33%
FNFABRINET3.36%-0.76%$418.62MAdd+21.84%
SITMSITIME CORP3.36%+0.78%$418.04MTrim-2.81%
FROGJFROG LTD3.25%-0.40%$405.18MTrim-25.94%
MTSIMACOM TECH SOLUTIONS HLDGS I3.02%-0.35%$376.10MTrim-15.85%
VIAVVIAVI SOLUTIONS INC2.64%+1.14%$328.33MAdd+97.97%
LRCXLAM RESEARCH CORP2.58%-0.06%$321.81MTrim-22.47%
TSMTaiwan Semiconductor Manufacturing2.26%-1.32%$281.72MTrim-28.01%
CVNACARVANA CO2.25%-1.31%$280.86MAdd+386.25%
METAMETA PLATFORMS INC2.06%-1.73%$256.85MTrim-11.04%
WDCWESTERN DIGITAL CORP2.05%+0.62%$255.93MTrim-2.75%
APPAPPLOVIN CORP1.91%-1.67%$237.84MTrim-33.63%
SNOWSNOWFLAKE INC1.81%$225.15MNew
TWLOTWILIO INC1.36%$169.56MNew
STXSEAGATE TECHNOLOGY HLDNGS PL1.15%$143.34MNew
Whale Rock Capital
Alex Sacerdote · CIK 0001387322 · filed 2026-08-14
Equity positions
NameWeightValueChange
SNDKSANDISK CORP10.89%+4.33%$1.36BTrim-25.39%AMDADVANCED MICRO DEVICES INC7.04%+6.86%$876.97MAdd+2081.23%GOOGLALPHABET INC6.88%-3.05%$856.38MTrim-10.31%TTMITTM TECHNOLOGIES INC6.35%+1.93%$791.20MAdd+20.37%ALABASTERA LABS INC6.08%$757.32MNewAMZNAMAZON COM INC4.68%-0.21%$583.39MAdd+34.53%GLWCORNING INC4.58%+0.55%$570.63MTrim-2.76%MKSIMKS INC.4.54%+0.66%$565.51MTrim-2.71%CLSCELESTICA INC4.32%-1.20%$538.60MTrim-2.75%BEBLOOM ENERGY CORP3.91%+1.01%$486.83MTrim-2.75%COHRCOHERENT CORP3.87%+0.87%$482.06MAdd+25.33%FNFABRINET3.36%-0.76%$418.62MAdd+21.84%SITMSITIME CORP3.36%+0.78%$418.04MTrim-2.81%FROGJFROG LTD3.25%-0.40%$405.18MTrim-25.94%MTSIMACOM TECH SOLUTIONS HLDGS I3.02%-0.35%$376.10MTrim-15.85%VIAVVIAVI SOLUTIONS INC2.64%+1.14%$328.33MAdd+97.97%LRCXLAM RESEARCH CORP2.58%-0.06%$321.81MTrim-22.47%TSMTaiwan Semiconductor Manufacturing2.26%-1.32%$281.72MTrim-28.01%CVNACARVANA CO2.25%-1.31%$280.86MAdd+386.25%METAMETA PLATFORMS INC2.06%-1.73%$256.85MTrim-11.04%WDCWESTERN DIGITAL CORP2.05%+0.62%$255.93MTrim-2.75%APPAPPLOVIN CORP1.91%-1.67%$237.84MTrim-33.63%SNOWSNOWFLAKE INC1.81%$225.15MNewTWLOTWILIO INC1.36%$169.56MNewSTXSEAGATE TECHNOLOGY HLDNGS PL1.15%$143.34MNew| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| SANDISK CORP · SNDK | Equity | 596,545 | $1.36B | 10.89%+4.33% | Trim-25.39% | Information Technology |
| ADVANCED MICRO DEVICES INC · AMD | Equity | 1,509,650 | $876.97M | 7.04%+6.86% | Add+2081.23% | Information Technology |
| ALPHABET INC · GOOGL | Equity | 2,396,352 | $856.38M | 6.88%-3.05% | Trim-10.31% | Communication Services |
| TTM TECHNOLOGIES INC · TTMI | Equity | 4,230,575 | $791.20M | 6.35%+1.93% | Add+20.37% | Information Technology |
| ASTERA LABS INC · ALAB | Equity | 1,567,882 | $757.32M | 6.08% | New | Information Technology |
| AMAZON COM INC · AMZN | Equity | 2,447,732 | $583.39M | 4.68%-0.21% | Add+34.53% | Consumer Discretionary |
| CORNING INC · GLW | Equity | 2,233,999 | $570.63M | 4.58%+0.55% | Trim-2.76% | Information Technology |
| MKS INC. · MKSI | Equity | 1,271,373 | $565.51M | 4.54%+0.66% | Trim-2.71% | Information Technology |
| CELESTICA INC · CLS | Equity | 1,476,430 | $538.60M | 4.32%-1.20% | Trim-2.75% | Information Technology |
| BLOOM ENERGY CORP · BE | Equity | 1,608,305 | $486.83M | 3.91%+1.01% | Trim-2.75% | Industrials |
| COHERENT CORP · COHR | Equity | 1,222,035 | $482.06M | 3.87%+0.87% | Add+25.33% | Information Technology |
| FABRINET · FN | Equity | 744,765 | $418.62M | 3.36%-0.76% | Add+21.84% | Information Technology |
| SITIME CORP · SITM | Equity | 560,701 | $418.04M | 3.36%+0.78% | Trim-2.81% | Information Technology |
| JFROG LTD · FROG | Equity | 4,458,423 | $405.18M | 3.25%-0.40% | Trim-25.94% | Information Technology |
| MACOM TECH SOLUTIONS HLDGS I · MTSI | Equity | 988,785 | $376.10M | 3.02%-0.35% | Trim-15.85% | Information Technology |
| VIAVI SOLUTIONS INC · VIAV | Equity | 6,875,942 | $328.33M | 2.64%+1.14% | Add+97.97% | Information Technology |
| LAM RESEARCH CORP · LRCX | Equity | 742,638 | $321.81M | 2.58%-0.06% | Trim-22.47% | Information Technology |
| Taiwan Semiconductor Manufacturing · TSM | Equity | 589,911 | $281.72M | 2.26%-1.32% | Trim-28.01% | Information Technology |
| CARVANA CO · CVNA | Equity | 4,267,080 | $280.86M | 2.25%-1.31% | Add+386.25% | Consumer Discretionary |
| META PLATFORMS INC · META | Equity | 455,982 | $256.85M | 2.06%-1.73% | Trim-11.04% | Communication Services |
| WESTERN DIGITAL CORP · WDC | Equity | 400,687 | $255.93M | 2.05%+0.62% | Trim-2.75% | Information Technology |
| APPLOVIN CORP · APP | Equity | 461,611 | $237.84M | 1.91%-1.67% | Trim-33.63% | Communication Services |
| SNOWFLAKE INC · SNOW | Equity | 884,691 | $225.15M | 1.81% | New | Information Technology |
| TWILIO INC · TWLO | Equity | 821,768 | $169.56M | 1.36% | New | Information Technology |
| SEAGATE TECHNOLOGY HLDNGS PL · STX | Equity | 148,543 | $143.34M | 1.15% | New | Information Technology |
Exited this quarter
7 sold out vs Q1 2026NameLast wtLast valChange
| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 ADVANCED ENERGY INDS · AEIS | Equity | 1,022,112 | $329.85M | 4.26% | Exit | Industrials |
 ROBLOX CORP · RBLX | Equity | 3,532,184 | $199.78M | 2.58% | Exit | Communication Services |
 TOWER SEMICONDUCTOR LTD · TSEM | Equity | 1,066,737 | $187.19M | 2.42% | Exit | Information Technology |
 CIENA CORP · CIEN | Equity | 231,267 | $89.78M | 1.16% | Exit | Information Technology |
 ARM HOLDINGS PLC · ARM | Equity | 452,384 | $68.44M | 0.88% | Exit | Information Technology |
 MICROSOFT CORP · MSFT | Equity | 53,850 | $19.93M | 0.26% | Exit | Information Technology |
 NETFLIX INC. · NFLX | Equity | 131,960 | $12.69M | 0.16% | Exit | Communication Services |