Manager
Whale Rock Capital Management LLC
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| New | ADVANCED ENERGY INDS | +1,022,112 | +4.26 pp |
| New | MKS INC. | +1,306,724 | +3.88 pp |
| Exit | SEMTECH CORP | -3,901,469 | -3.68 pp |
| Reduce | SANDISK CORP | -203,979 | +3.52 pp |
| Reduce | APPLOVIN CORP | -112,819 | -3.39 pp |
| New | LAM RESEARCH CORP | +957,877 | +2.64 pp |
| Exit | MERCADOLIBRE INC | -98,175 | -2.53 pp |
| Reduce | MONGODB INC | -375,322 | -2.51 pp |
| New | TOWER SEMICONDUCTOR LTD | +1,066,737 | +2.42 pp |
| Exit | NU HLDGS LTD | -10,755,918 | -2.30 pp |
| Reduce | CARVANA CO | -193,248 | -2.22 pp |
| Reduce | ROBLOX CORP | -572,929 | -1.67 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000117266126002159 | Q1 2026 | 35 | 7,742,272,930 | 13F-HR | 5/15/2026 | Whale Rock Capital Management LLC |
| 000117266126001153 | Q4 2025 | 32 | 7,820,249,818 | 13F-HR | 2/17/2026 | Whale Rock Capital Management LLC |
| 000117266125005025 | Q3 2025 | 36 | 8,491,944,962 | 13F-HR | 11/14/2025 | Whale Rock Capital Management LLC |
| 000117266125003481 | Q2 2025 | 42 | 7,208,635,970 | 13F-HR | 8/14/2025 | Whale Rock Capital Management LLC |
| 000117266125002342 | Q1 2025 | 32 | 5,763,387,859 | 13F-HR | 5/15/2025 | Whale Rock Capital Management LLC |
| 000117266125001117 | Q4 2024 | 38 | 8,439,648,416 | 13F-HR | 2/14/2025 | Whale Rock Capital Management LLC |
| 000117266124005177 | Q3 2024 | 36 | 7,130,008,909 | 13F-HR | 11/14/2024 | Whale Rock Capital Management LLC |