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
| META - Meta Platforms · CL A | 8.06% | Add +253.7% | 1,727,304 | $211.94 | $366M | +1,238,980 | +$307M |
| NVDA - Nvidia | 6.37% | Add +36.3% | 1,041,404 | $277.77 | $289M | +277,285 | +$178M |
| NFLX - Netflix | 6.27% | Reduce −8.4% | 824,257 | $345.48 | $285M | −75,249 | +$20M |
| MSFT - Microsoft | 5.56% | Add +412.3% | 875,738 | $288.30 | $252M | +704,794 | +$211M |
| WDAY - Workday · CL A | 5.37% | Reduce −22.3% | 1,180,820 | $206.54 | $244M | −338,644 | −$10M |
| HUBS - Hubspot | 4.52% | Reduce −20.5% | 478,222 | $428.75 | $205M | −123,366 | +$31M |
| DUOL - Duolingo · CL A | 4.15% | New | 1,320,092 | $142.59 | $188M | +1,320,092 | +$188M |
| Splunk | 4.00% | Reduce −25.0% | 1,893,423 | $95.88 | $182M | −631,065 | −$36M |
| ANET - Arista Networks | 3.95% | Add +87.3% | 1,068,547 | $167.86 | $179M | +497,969 | +$110M |
| PANW - Palo Alto Networks | 3.91% | Add +76.7% | 888,732 | $199.74 | $178M | +385,751 | +$107M |
| ON - On Semiconductor | 3.84% | Add +20.3% | 2,116,997 | $82.32 | $174M | +357,509 | +$65M |
| INTU - Intuit | 3.49% | Reduce −22.6% | 355,289 | $445.83 | $158M | −103,748 | −$20M |
| CRM - Salesforce | 3.27% | New | 743,794 | $199.78 | $149M | +743,794 | +$149M |
| JBL - Jabil | 3.15% | New | 1,621,621 | $88.16 | $143M | +1,621,621 | +$143M |
| TMUS - T-Mobile US | 2.88% | Reduce −3.1% | 902,818 | $144.84 | $131M | −29,293 | +$269K |
| FTNT - Fortinet | 2.80% | Add +417.1% | 1,912,868 | $66.46 | $127M | +1,542,951 | +$109M |
| ORCL - Oracle | 2.66% | Reduce −46.9% | 1,301,804 | $92.92 | $121M | −1,149,227 | −$79M |
| AMZN - Amazon | 2.55% | New | 1,120,024 | $103.29 | $116M | +1,120,024 | +$116M |
| MPWR - Monolithic Pwr Sys | 2.30% | Add +294.0% | 208,472 | $500.54 | $104M | +155,555 | +$86M |
| BABA - Alibaba Group | 2.28% | New | 1,011,360 | $102.18 | $103M | +1,011,360 | +$103M |
| MELI - Mercadolibre | 1.93% | New | 66,539 | $1,318 | $88M | +66,539 | +$88M |
| SMCI - Super Micro Computer | 1.86% | Add +41.7% | 791,466 | $106.55 | $84M | +232,826 | +$38M |
| PDD - Pinduoduo | 1.82% | Add +64.3% | 1,087,729 | $75.90 | $83M | +425,871 | +$29M |
| NU — · CL A | 1.67% | Reduce −23.1% | 15,965,737 | $4.76 | $76M | −4,790,759 | −$8M |
| SE - SEA | 1.43% | New | 750,550 | $86.55 | $65M | +750,550 | +$65M |
| OKTA - OKTA Inc · CL A | 1.27% | New | 667,281 | $86.24 | $58M | +667,281 | +$58M |
| PSTG - Pure Storage · CL A | 1.19% | Reduce −49.8% | 2,109,548 | $25.51 | $54M | −2,089,548 | −$59M |
| ZS - Zscaler | 1.17% | New | 453,253 | $116.83 | $53M | +453,253 | +$53M |
| GOOGL - Alphabet · CL A | 1.09% | Reduce −20.3% | 478,648 | $103.73 | $50M | −121,648 | −$3M |
| RMBS - Rambus Del | 0.86% | New | 763,470 | $51.26 | $39M | +763,470 | +$39M |
| ACLS - Axcelis Technologies | 0.74% | New | 251,165 | $133.25 | $33M | +251,165 | +$33M |
| MDB - Mongodb · CL A | 0.70% | Reduce −41.5% | 136,213 | $233.12 | $32M | −96,666 | −$14M |
| Elastic | 0.55% | Add +115.3% | 430,484 | $57.90 | $25M | +230,505 | +$15M |
| Kanzhun | 0.52% | New | 1,242,277 | $19.03 | $24M | +1,242,277 | +$24M |
| FN - Fabrinet | 0.48% | Reduce −48.6% | 182,560 | $118.76 | $22M | −172,658 | −$24M |
| Cyberark Software | 0.44% | New | 136,306 | $147.98 | $20M | +136,306 | +$20M |
| DDOG - Datadog · CL A | 0.41% | Reduce −34.5% | 255,327 | $72.66 | $19M | −134,645 | −$10M |
| Alteryx · CL A | 0.30% | Add +169.3% | 228,515 | $58.84 | $13M | +143,664 | +$9M |
| PGY - Pagaya Technologies · CL A | 0.17% | Hold | 7,570,572 | $1.02 | $8M | — | — |
| QQQ - Invesco Qqq Tr | 0.04% | Reduce −65.5% | 5,093 | $320.93 | $2M | −9,656 | −$2M |
| BILL — | 0.02% | New | 10,255 | $81.14 | $832K | +10,255 | +$832K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Juniper Networks | 4.22% | Exit | 0 | $31.96 | $126M | −3,930,116 | −$126M |
| V - VISA · CL A | 3.92% | Exit | 0 | $207.76 | $117M | −561,473 | −$117M |
| NOW - Servicenow | 1.95% | Exit | 0 | $388.27 | $58M | −149,139 | −$58M |
| LRCX - Lam Research | 1.71% | Exit | 0 | $420.30 | $51M | −120,689 | −$51M |
| TOST - Toast · CL A | 1.69% | Exit | 0 | $18.03 | $50M | −2,796,035 | −$50M |
| MNDY - Monday | 1.27% | Exit | 0 | $122.00 | $38M | −308,475 | −$38M |
| TEAM - Atlassian · CL A | 1.09% | Exit | 0 | $128.68 | $32M | −252,541 | −$32M |
| AMD - Advanced Micro Devices | 1.07% | Exit | 0 | $64.77 | $32M | −493,193 | −$32M |
| XYZ - Block · CL A | 0.82% | Exit | 0 | $62.84 | $24M | −389,188 | −$24M |
| Hashicorp · CL A | 0.42% | Exit | 0 | $27.34 | $12M | −454,475 | −$12M |
| FROG - Jfrog | 0.40% | Exit | 0 | $21.33 | $12M | −556,019 | −$12M |
| CRWD - Crowdstrike · CL A | 0.26% | Exit | 0 | $105.30 | $8M | −72,329 | −$8M |
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