Featured 13F manager
Whale Rock Capital Management LLC Alex Sacerdote
Boston, MA 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $12.5B
- 35 Positions
- 2026 Q2
- +60.9% QoQ
- Top 5 37.2%
Portfolio
top 5 37.2% · top 10 59.2%
- SNDK - Sandisk 10.9%
- AMD - Advanced Micro Devices 7.0%
- GOOGL - Alphabet · CL A 6.9%
- TTMI - TTM Technologies 6.3%
- ALAB - Astera Labs 6.1%
- AMZN - Amazon 4.7%
- GLW - Corning 4.6%
- MKSI - MKS 4.5%
- CLS - Celestica 4.3%
- BE - Bloom Energy · CL A 3.9%
- COHR - Coherent 3.9%
- FN - Fabrinet 3.4%
- Other 33.5%
AUM over time
Book
| BILL — | 6.18% | Hold | 3,524,359 | $266.95 | $941M |
| GOOGL - Alphabet · CL A | 5.41% | Hold | 308,169 | $2,674 | $824M |
| TSLA - Tesla | 5.11% | Hold | 1,003,112 | $775.48 | $778M |
| AMZN - Amazon | 4.87% | Hold | 225,685 | $3,285 | $741M |
| CRWD - Crowdstrike · CL A | 4.74% | Hold | 2,940,334 | $245.78 | $723M |
| SHOP - Shopify · CL A | 4.31% | Hold | 483,949 | $1,356 | $656M |
| MDB - Mongodb · CL A | 3.92% | Hold | 1,265,138 | $471.51 | $597M |
| DASH - Doordash · CL A | 3.72% | Hold | 2,748,217 | $205.98 | $566M |
| HUBS - Hubspot | 3.60% | Hold | 812,268 | $676.09 | $549M |
| DDOG - Datadog · CL A | 3.60% | Hold | 3,883,470 | $141.35 | $549M |
| META - Meta Platforms · CL A | 3.55% | Hold | 1,593,765 | $339.39 | $541M |
| W - Wayfair · CL A | 2.67% | Hold | 1,591,646 | $255.51 | $407M |
| MSFT - Microsoft | 2.64% | Hold | 1,425,168 | $281.92 | $402M |
| NVDA - Nvidia | 2.43% | Hold | 1,785,693 | $207.16 | $370M |
| FIVN - FIVE9 | 2.41% | Hold | 2,302,006 | $159.74 | $368M |
| DOCS - Doximity · CL A | 2.08% | Hold | 3,932,570 | $80.70 | $317M |
| ROKU - ROKU Inc · CL A | 1.96% | Hold | 952,199 | $313.35 | $298M |
| CVNA - Carvana · CL A | 1.73% | Hold | 874,728 | $301.54 | $264M |
| UPST - Upstart | 1.72% | Hold | 829,995 | $316.44 | $263M |
| MELI - Mercadolibre | 1.68% | Hold | 152,057 | $1,679 | $255M |
| SE - SEA | 1.60% | Hold | 766,767 | $318.73 | $244M |
| AMAT - Applied Matls | 1.60% | Hold | 1,893,793 | $128.73 | $244M |
| SNOW - Snowflake · CL A | 1.56% | Hold | 787,435 | $302.43 | $238M |
| Elastic | 1.54% | Hold | 1,576,948 | $148.99 | $235M |
| XYZ - Block · CL A | 1.51% | Hold | 957,856 | $239.84 | $230M |
| DOCN - Digitalocean | 1.48% | Hold | 2,896,393 | $77.63 | $225M |
| OKTA - OKTA Inc · CL A | 1.45% | Hold | 932,071 | $237.34 | $221M |
| MNDY - Monday | 1.29% | Hold | 600,961 | $326.20 | $196M |
| HOOD - Robinhood Mkts · CL A | 1.28% | Hold | 4,651,998 | $42.08 | $196M |
| Zendesk | 1.26% | Hold | 1,645,863 | $116.39 | $192M |
| PTON - Peloton Interactive · CL A | 1.21% | Hold | 2,114,395 | $87.05 | $184M |
| RBLX - Roblox · CL A | 1.06% | Hold | 2,129,849 | $75.55 | $161M |
| TWLO - Twilio · CL A | 1.04% | Hold | 496,441 | $319.05 | $158M |
| TSM - Taiwan Semiconductor Mfg | 1.02% | Hold | 1,394,066 | $111.65 | $156M |
| PENN - Penn Natl Gaming | 0.97% | Hold | 2,044,435 | $72.46 | $148M |
| VICR - Vicor | 0.92% | Hold | 1,043,932 | $134.16 | $140M |
| Enovix | 0.89% | Hold | 7,174,862 | $18.89 | $136M |
| FLYW - Flywire | 0.87% | Hold | 3,030,005 | $43.84 | $133M |
| ZM - Zoom Video · CL A | 0.83% | Hold | 482,826 | $261.50 | $126M |
| Coupa Software | 0.72% | Hold | 499,838 | $219.18 | $110M |
| Thoughtworks | 0.70% | Hold | 3,726,395 | $28.71 | $107M |
| Duck Creek Technologies | 0.65% | Hold | 2,247,629 | $44.24 | $99M |
| DUOL - Duolingo · CL A | 0.64% | Hold | 584,415 | $166.36 | $97M |
| GLBE - Global E Online | 0.57% | Hold | 1,215,874 | $71.80 | $87M |
| PATH - Uipath · CL A | 0.53% | Hold | 1,531,031 | $52.61 | $81M |
| CCC — | 0.46% | Hold | 6,737,374 | $10.51 | $71M |
| BEKE - KE | 0.45% | Hold | 3,780,797 | $18.26 | $69M |
| Kanzhun | 0.44% | Hold | 1,856,029 | $35.99 | $67M |
| PINS - Pinterest · CL A | 0.33% | Hold | 991,026 | $50.95 | $50M |
| Confluent · CLASS A | 0.33% | Hold | 834,992 | $59.65 | $50M |
| Taskus · CLASS A | 0.32% | Hold | 741,479 | $66.37 | $49M |
| OLO · CL A | 0.27% | Hold | 1,354,412 | $30.03 | $41M |
| LCID - Lucid Group | 0.25% | Hold | 1,472,150 | $25.38 | $37M |
| VTEX · CL A | 0.20% | Hold | 1,497,398 | $20.57 | $31M |
| Knowbe4 · CL A | 0.18% | Hold | 1,249,880 | $21.96 | $27M |
| CPNG - Coupang · CL A | 0.18% | Hold | 958,509 | $27.85 | $27M |
| Instructure | 0.15% | Hold | 999,937 | $22.59 | $23M |
| PCOR - Procore Technologies | 0.15% | Hold | 249,944 | $89.34 | $22M |
| QQQ - Invesco Qqq Tr | 0.12% | Hold | 50,415 | $357.97 | $18M |
| LAW - Cs Disco | 0.11% | Hold | 356,353 | $47.94 | $17M |
| CWAN — · CL A | 0.11% | Hold | 650,000 | $25.61 | $17M |
| Engagesmart | 0.09% | Hold | 400,000 | $34.06 | $14M |
| Meli Kaszek Pioneer · CLASS A | 0.07% | Hold | 1,000,000 | $11.05 | $11M |
| Holding | 0.06% | Hold | 999,778 | $9.85 | $10M |
| RELY - Remitly Global | 0.06% | Hold | 250,000 | $36.70 | $9M |
| DH - Definitive Healthcare · CLASS A | 0.06% | Hold | 200,000 | $42.83 | $9M |
| XMTR - Xometry · CLASS A | 0.05% | Hold | 134,974 | $57.67 | $8M |
| TOST - Toast · CL A | 0.03% | Hold | 103,585 | $49.95 | $5M |
| Freshworks · CLASS A | 0.01% | Hold | 41,435 | $42.69 | $2M |
Showing top 50 of 69 by value
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 35 | $12.5B | +60.9% | 13F-HR | 8/14/2026 | 000117266126003733 |
| 2026 Q1 | 35 | $7.7B | −1.0% | 13F-HR | 5/15/2026 | 000117266126002159 |
| 2025 Q4 | 32 | $7.8B | −7.9% | 13F-HR | 2/17/2026 | 000117266126001153 |
| 2025 Q3 | 36 | $8.5B | +17.8% | 13F-HR | 11/14/2025 | 000117266125005025 |
| 2025 Q2 | 42 | $7.2B | +25.1% | 13F-HR | 8/14/2025 | 000117266125003481 |
| 2025 Q1 | 32 | $5.8B | −31.7% | 13F-HR | 5/15/2025 | 000117266125002342 |
| 2024 Q4 | 38 | $8.4B | +18.4% | 13F-HR | 2/14/2025 | 000117266125001117 |
| 2024 Q3 | 36 | $7.1B | +1.1% | 13F-HR | 11/14/2024 | 000117266124005177 |
| 2024 Q2 | 39 | $7.1B | +4.8% | 13F-HR | 8/14/2024 | 000117266124003527 |
| 2024 Q1 | 33 | $6.7B | +20.3% | 13F-HR | 5/15/2024 | 000138732224000004 |
| 2023 Q4 | 38 | $5.6B | +13.0% | 13F-HR | 2/14/2024 | 000138732224000002 |
| 2023 Q3 | 40 | $5B | −14.6% | 13F-HR | 11/14/2023 | 000138732223000007 |
| 2023 Q2 | 41 | $5.8B | +27.7% | 13F-HR | 8/14/2023 | 000138732223000006 |
| 2023 Q1 | 41 | $4.5B | +52.6% | 13F-HR | 5/15/2023 | 000138732223000004 |
| 2022 Q4 | 39 | $3B | −16.4% | 13F-HR | 2/14/2023 | 000138732223000003 |
| 2022 Q3 | 40 | $3.6B | +5.7% | 13F-HR | 11/14/2022 | 000138732222000011 |
| 2022 Q2 | 34 | $3.4B | −58.3% | 13F-HR | 8/15/2022 | 000138732222000008 |
| 2022 Q1 | 49 | $8.1B | −31.8% | 13F-HR | 5/16/2022 | 000138732222000007 |
| 2021 Q4 | 49 | $11.8B | −22.3% | 13F-HR | 2/14/2022 | 000138732222000005 |
| 2021 Q3 | 69 | $15.2B | — | 13F-HR | 11/15/2021 | 000138732221000017 |
About
Whale Rock Capital Management LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2