Whale Rock Capital Management LLC — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
PERSON / P083INVESTOR
Alex Sacerdote
Investor associated with Whale Rock Capital Management LLC. This page shows the reporting institution’s dated public disclosures, not a complete private account or proof of individual decisions.
Biography: sohnmontreal.org
READ THIS FIRST ↗
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
A CLOSER LOOK / 31 Mar 2026Largest positions
Largest positions
in this source table.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗ALPHABET INC
9.92%
SANDISK CORP
6.56%
CELESTICA INC
5.52%
AMAZON COM INC
4.89%
TTM TECHNOLOGIES INC
Top 5 of 35 selected source-table records. 4.42%
Comparison unavailable.
The preceding complete report is not available. Missing data is not a zero position.
01 / THE RECORDS35 MATCHING RECORDS
The disclosed positions.
2 record sources ↗| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 02079K305ALPHABET INC | 2,671,821shares | $768,308,847Reported market value$287.56 / reported unit (derived) | 9.92%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 80004C200SANDISK CORP | 799,587shares | $508,009,605Reported market value$635.34 / reported unit (derived) | 6.56%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 15101Q207CELESTICA INC | 1,518,201shares | $427,646,858Reported market value$281.68 / reported unit (derived) | 5.52%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 023135106AMAZON COM INC | 1,819,439shares | $378,934,561Reported market value$208.27 / reported unit (derived) | 4.89%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 87305R109TTM TECHNOLOGIES INC | 3,514,560shares | $342,388,435Reported market value$97.42 / reported unit (derived) | 4.42%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 007973100ADVANCED ENERGY INDS | 1,022,112shares | $329,845,764Reported market value$322.71 / reported unit (derived) | 4.26%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G3323L100FABRINET | 611,266shares | $318,787,444Reported market value$521.52 / reported unit (derived) | 4.12%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 219350105CORNING INC | 2,297,424shares | $312,380,741Reported market value$135.97 / reported unit (derived) | 4.03%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 55306N104MKS INC. | 1,306,724shares | $300,298,242Reported market value$229.81 / reported unit (derived) | 3.88%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30303M102META PLATFORMS INC | 512,569shares | $293,256,102Reported market value$572.13 / reported unit (derived) | 3.79%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| M6191J100JFROG LTD | 6,019,793shares | $282,508,885Reported market value$46.93 / reported unit (derived) | 3.65%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 874039100TAIWAN SEMICONDUCTOR MANUFAC | 819,445shares | $276,931,438Reported market value$337.95 / reported unit (derived) | 3.58%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 03831W108APPLOVIN CORP | 695,537shares | $276,823,726Reported market value$398 / reported unit (derived) | 3.58%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 146869102CARVANA CO | 877,554shares | $275,885,427Reported market value$314.38 / reported unit (derived) | 3.56%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 55405Y100MACOM TECH SOLUTIONS HLDGS I | 1,174,991shares | $260,930,251Reported market value$222.07 / reported unit (derived) | 3.37%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 19247G107COHERENT CORP | 975,048shares | $232,266,184Reported market value$238.21 / reported unit (derived) | 3.00%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 11135F101BROADCOM INC | 737,142shares | $228,152,820Reported market value$309.51 / reported unit (derived) | 2.95%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 093712107BLOOM ENERGY CORP | 1,653,788shares | $224,071,736Reported market value$135.49 / reported unit (derived) | 2.89%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 512807306LAM RESEARCH CORP | 957,877shares | $204,660,000Reported market value$213.66 / reported unit (derived) | 2.64%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 771049103ROBLOX CORP | 3,532,184shares | $199,780,327Reported market value$56.56 / reported unit (derived) | 2.58%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 82982T106SITIME CORP | 576,933shares | $199,243,812Reported market value$345.35 / reported unit (derived) | 2.57%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| M87915274TOWER SEMICONDUCTOR LTD | 1,066,737shares | $187,191,009Reported market value$175.48 / reported unit (derived) | 2.42%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 67066G104NVIDIA CORPORATION | 1,041,128shares | $181,572,723Reported market value$174.4 / reported unit (derived) | 2.35%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 49845K101KLAVIYO INC | 6,825,206shares | $132,818,509Reported market value$19.46 / reported unit (derived) | 1.72%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 925550105VIAVI SOLUTIONS INC | 3,473,152shares | $115,586,499Reported market value$33.28 / reported unit (derived) | 1.49%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 958102105WESTERN DIGITAL CORP | 412,006shares | $111,443,503Reported market value$270.49 / reported unit (derived) | 1.44%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 171779309CIENA CORP | 231,267shares | $89,784,787Reported market value$388.23 / reported unit (derived) | 1.16%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 042068205ARM HOLDINGS PLC | 452,384shares | $68,436,652Reported market value$151.28 / reported unit (derived) | 0.88%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 60937P106MONGODB INC | 224,648shares | $54,987,091Reported market value$244.77 / reported unit (derived) | 0.71%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 26603R106DUOLINGO INC | 471,764shares | $46,501,777Reported market value$98.57 / reported unit (derived) | 0.60%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 453204109IMPINJ INC | 405,244shares | $41,618,559Reported market value$102.7 / reported unit (derived) | 0.54%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 037833100APPLE INC | 96,613shares | $24,519,413Reported market value$253.79 / reported unit (derived) | 0.32%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 594918104MICROSOFT CORP | 53,850shares | $19,933,655Reported market value$370.17 / reported unit (derived) | 0.26%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 007903107ADVANCED MICRO DEVICES INC | 69,211shares | $14,079,594Reported market value$203.43 / reported unit (derived) | 0.18%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 64110L106NETFLIX INC. | 131,960shares | $12,687,954Reported market value$96.15 / reported unit (derived) | 0.16%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
02 / THE REFERENCES
Go back to the evidence.
Details ↗Open in the source library ↗
Whale Rock Capital Management LLC — 13F-HR — 2026-03-31
U.S. SEC EDGAR · Published 15 May 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
Found a missing detail or an error?Help improve this record ↗
BUILT WITH YOUR INPUTYour comments help
Your comments help
HoldingsAtlas grow.
Tell us what is useful, what is missing and what we could do better. Your feedback matters.
Visit the feedback page ↗