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 / 30 Jun 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 ↗SANDISK CORP
10.89%
ADVANCED MICRO DEVICES INC
7.04%
ALPHABET INC
6.88%
TTM TECHNOLOGIES INC
6.35%
ASTERA LABS INC
Top 5 of 35 selected source-table records. 6.08%
Comparison unavailable.
Split adjustments and security identity require review before comparison.
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 |
|---|---|---|---|---|---|---|
| 80004C200SANDISK CORP | 596,545shares | $1,356,382,263Reported market value$2,273.73 / reported unit (derived) | 10.89%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 007903107ADVANCED MICRO DEVICES INC | 1,509,650shares | $876,970,782Reported market value$580.91 / reported unit (derived) | 7.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K305ALPHABET INC | 2,396,352shares | $856,384,314Reported market value$357.37 / reported unit (derived) | 6.88%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 87305R109TTM TECHNOLOGIES INC | 4,230,575shares | $791,202,137Reported market value$187.02 / reported unit (derived) | 6.35%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 04626A103ASTERA LABS INC | 1,567,882shares | $757,318,364Reported market value$483.02 / reported unit (derived) | 6.08%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 023135106AMAZON COM INC | 2,447,732shares | $583,392,445Reported market value$238.34 / reported unit (derived) | 4.68%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 219350105CORNING INC | 2,233,999shares | $570,630,365Reported market value$255.43 / reported unit (derived) | 4.58%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 55306N104MKS INC. | 1,271,373shares | $565,506,710Reported market value$444.8 / reported unit (derived) | 4.54%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 15101Q207CELESTICA INC | 1,476,430shares | $538,601,664Reported market value$364.8 / reported unit (derived) | 4.32%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 093712107BLOOM ENERGY CORP | 1,608,305shares | $486,833,924Reported market value$302.7 / reported unit (derived) | 3.91%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 19247G107COHERENT CORP | 1,222,035shares | $482,056,146Reported market value$394.47 / reported unit (derived) | 3.87%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G3323L100FABRINET | 744,765shares | $418,617,511Reported market value$562.08 / reported unit (derived) | 3.36%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 82982T106SITIME CORP | 560,701shares | $418,036,238Reported market value$745.56 / reported unit (derived) | 3.36%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| M6191J100JFROG LTD | 4,458,423shares | $405,181,482Reported market value$90.88 / reported unit (derived) | 3.25%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 55405Y100MACOM TECH SOLUTIONS HLDGS I | 988,785shares | $376,104,150Reported market value$380.37 / reported unit (derived) | 3.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 925550105VIAVI SOLUTIONS INC | 6,875,942shares | $328,326,231Reported market value$47.75 / reported unit (derived) | 2.64%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 512807306LAM RESEARCH CORP | 742,638shares | $321,807,325Reported market value$433.33 / reported unit (derived) | 2.58%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 874039100TAIWAN SEMICONDUCTOR MANUFAC | 589,911shares | $281,723,796Reported market value$477.57 / reported unit (derived) | 2.26%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 146869102CARVANA CO | 4,267,080shares | $280,859,206Reported market value$65.82 / reported unit (derived) | 2.25%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30303M102META PLATFORMS INC | 455,982shares | $256,850,101Reported market value$563.29 / reported unit (derived) | 2.06%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 958102105WESTERN DIGITAL CORP | 400,687shares | $255,926,801Reported market value$638.72 / reported unit (derived) | 2.05%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 03831W108APPLOVIN CORP | 461,611shares | $237,835,836Reported market value$515.23 / reported unit (derived) | 1.91%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 833445109SNOWFLAKE INC | 884,691shares | $225,153,860Reported market value$254.5 / reported unit (derived) | 1.81%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 90138F102TWILIO INC | 821,768shares | $169,555,391Reported market value$206.33 / reported unit (derived) | 1.36%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G7997R103SEAGATE TECHNOLOGY HLDNGS PL | 148,543shares | $143,343,995Reported market value$965 / reported unit (derived) | 1.15%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 49845K101KLAVIYO INC | 5,528,166shares | $83,475,307Reported market value$15.1 / reported unit (derived) | 0.67%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 67066G104NVIDIA CORPORATION | 377,204shares | $75,474,748Reported market value$200.09 / reported unit (derived) | 0.61%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 60937P106MONGODB INC | 224,648shares | $75,459,263Reported market value$335.9 / reported unit (derived) | 0.61%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 453204109IMPINJ INC | 405,244shares | $58,043,098Reported market value$143.23 / reported unit (derived) | 0.47%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 26603R106DUOLINGO INC | 471,764shares | $54,262,295Reported market value$115.02 / reported unit (derived) | 0.44%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 458140100INTEL CORP | 259,903shares | $36,290,256Reported market value$139.63 / reported unit (derived) | 0.29%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 037833100APPLE INC | 99,766shares | $28,868,290Reported market value$289.36 / reported unit (derived) | 0.23%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 84615Q103SPACE EXPLORATION TECHN CORP | 152,517shares | $26,059,055Reported market value$170.86 / reported unit (derived) | 0.21%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 11135F101BROADCOM INC | 59,780shares | $22,581,895Reported market value$377.75 / reported unit (derived) | 0.18%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 15675D103CEREBRAS SYSTEMS INC | 50,696shares | $11,203,816Reported market value$221 / reported unit (derived) | 0.09%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 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
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