Manager activity

Whale Rock Capital Management LLC

Alex Sacerdote

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

New 7

Add 8

Reduce 17

Exit 7

39 shown

ticker	action	Δ port	detail	period
ALAB	New	+6.08 pp	opened 6.1%	Q1→Q2
SNOW	New	+1.81 pp	opened 1.8%	Q1→Q2
TWLO	New	+1.36 pp	opened 1.4%	Q1→Q2
STX	New	+1.15 pp	opened 1.2%	Q1→Q2
INTC	New	+0.29 pp	opened 0.29%	Q1→Q2
SPCX	New	+0.21 pp	opened 0.21%	Q1→Q2
CBRS	New	+0.09 pp	opened 0.09%	Q1→Q2
AEIS	Exit	−4.26 pp	was 4.3%	Q1→Q2
RBLX	Exit	−2.58 pp	was 2.6%	Q1→Q2
TSEM	Exit	−2.42 pp	was 2.4%	Q1→Q2
CIEN	Exit	−1.16 pp	was 1.2%	Q1→Q2
ARM	Exit	−0.88 pp	was 0.88%	Q1→Q2
MSFT	Exit	−0.26 pp	was 0.26%	Q1→Q2
NFLX	Exit	−0.16 pp	was 0.16%	Q1→Q2
AMD	Add	+6.86 pp	+2081.2% sh	Q1→Q2
TTMI	Add	+1.93 pp	+20.4% sh	Q1→Q2
CVNA	Add	−1.31 pp	+386.2% sh	Q1→Q2
VIAV	Add	+1.14 pp	+98.0% sh	Q1→Q2
COHR	Add	+0.87 pp	+25.3% sh	Q1→Q2
FN	Add	−0.76 pp	+21.8% sh	Q1→Q2
AMZN	Add	−0.21 pp	+34.5% sh	Q1→Q2
AAPL	Add	−0.08 pp	+3.3% sh	Q1→Q2
SNDK	Reduce	+4.33 pp	−25.4% sh	Q1→Q2
GOOGL	Reduce	−3.05 pp	−10.3% sh	Q1→Q2
AVGO	Reduce	−2.77 pp	−91.9% sh	Q1→Q2
NVDA	Reduce	−1.74 pp	−63.8% sh	Q1→Q2
META	Reduce	−1.73 pp	−11.0% sh	Q1→Q2
APP	Reduce	−1.67 pp	−33.6% sh	Q1→Q2
TSM	Reduce	−1.32 pp	−28.0% sh	Q1→Q2
CLS	Reduce	−1.20 pp	−2.8% sh	Q1→Q2
KLAC	Reduce	−1.05 pp	−19.0% sh	Q1→Q2
BE	Reduce	+1.01 pp	−2.8% sh	Q1→Q2
SITM	Reduce	+0.78 pp	−2.8% sh	Q1→Q2
MKSI	Reduce	+0.66 pp	−2.7% sh	Q1→Q2
WDC	Reduce	+0.62 pp	−2.7% sh	Q1→Q2
GLW	Reduce	+0.55 pp	−2.8% sh	Q1→Q2
FROG	Reduce	−0.40 pp	−25.9% sh	Q1→Q2
MTSI	Reduce	−0.35 pp	−15.8% sh	Q1→Q2
LRCX	Reduce	−0.06 pp	−22.5% sh	Q1→Q2