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
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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.
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01 / THE RECORDS70 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 | 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 | 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 | $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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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
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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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