Whale Rock Capital 13F Holdings & Portfolio Activity

Review Whale Rock Capital's current 13F holdings, portfolio weights, historical transactions, and position-level price context.

Whale Rock Capital Top Current Holdings

Whale Rock Capital's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-15. Reported value $7.7B.

Rank	Holding	Value	Portfolio	Latest Filing
1	GOOGLALPHABET INCCAP STK CL A \| 02079K305	$768.3M	9.9%	2026-05-15
2	SNDKSANDISK CORPCOM \| 80004C200	$508M	6.6%	2026-05-15
3	CLSCELESTICA INCCOM \| 15101Q207	$427.6M	5.5%	2026-05-15
4	AMZNAMAZON COM INCCOM \| 023135106	$378.9M	4.9%	2026-05-15
5	TTMITTM TECHNOLOGIES INCCOM \| 87305R109	$342.4M	4.4%	2026-05-15
6	AEISADVANCED ENERGY INDSCOM \| 007973100	$329.8M	4.3%	2026-05-15
7	FNFABRINETSHS \| G3323L100	$318.8M	4.1%	2026-05-15
8	GLWCORNING INCCOM \| 219350105	$312.4M	4.0%	2026-05-15
9	MKSIMKS INC.COM \| 55306N104	$300.3M	3.9%	2026-05-15
10	METAMETA PLATFORMS INCCL A \| 30303M102	$293.3M	3.8%	2026-05-15
11	FROGJFROG LTDORD SHS \| M6191J100	$282.5M	3.6%	2026-05-15
12	TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS \| 874039100	$276.9M	3.6%	2026-05-15
13	APPAPPLOVIN CORPCOM CL A \| 03831W108	$276.8M	3.6%	2026-05-15
14	CVNACARVANA COCL A \| 146869102	$275.9M	3.6%	2026-05-15
15	MTSIMACOM TECH SOLUTIONS HLDGS ICOM \| 55405Y100	$260.9M	3.4%	2026-05-15
16	COHRCOHERENT CORPCOM \| 19247G107	$232.3M	3.0%	2026-05-15
17	AVGOBROADCOM INCCOM \| 11135F101	$228.2M	2.9%	2026-05-15
18	BEBLOOM ENERGY CORPCOM CL A \| 093712107	$224.1M	2.9%	2026-05-15
19	LRCXLAM RESEARCH CORPCOM NEW \| 512807306	$204.7M	2.6%	2026-05-15
20	RBLXROBLOX CORPCL A \| 771049103	$199.8M	2.6%	2026-05-15

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