13F-HR filed by Whale Rock Capital Management LLC
Whale Rock Capital Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 35 holding rows worth $7,742,272,930.
- Accession
- 0001172661-26-002159
- Filer
- CIK 1387322
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 35 entries on the cover page, a total value of $7,742,272,930 stated on the cover page (in dollars after the unit check, H1), rows summing to $7,742,272,930 with VALUE read as dollars as filed, 13F file number 028-12235. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,671,821 | $768,308,847 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 799,587 | $508,009,605 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 1,518,201 | $427,646,858 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,819,439 | $378,934,561 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 3,514,560 | $342,388,435 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 1,022,112 | $329,845,764 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 611,266 | $318,787,444 | dollars as filed | |
| CORNING INC | 219350105 | COM | 2,297,424 | $312,380,741 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 1,306,724 | $300,298,242 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 512,569 | $293,256,102 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 6,019,793 | $282,508,885 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 819,445 | $276,931,438 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 695,537 | $276,823,726 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 877,554 | $275,885,427 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 1,174,991 | $260,930,251 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 975,048 | $232,266,184 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 737,142 | $228,152,820 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 1,653,788 | $224,071,736 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 957,877 | $204,660,000 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 3,532,184 | $199,780,327 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 576,933 | $199,243,812 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 1,066,737 | $187,191,009 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,041,128 | $181,572,723 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 6,825,206 | $132,818,509 | dollars as filed | |
| VIAVI SOLUTIONS INC | 925550105 | COM | 3,473,152 | $115,586,499 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 412,006 | $111,443,503 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 231,267 | $89,784,787 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 452,384 | $68,436,652 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 224,648 | $54,987,091 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 471,764 | $46,501,777 | dollars as filed | |
| IMPINJ INC | 453204109 | COM | 405,244 | $41,618,559 | dollars as filed | |
| Apple Inc | 037833100 | COM | 96,613 | $24,519,413 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 53,850 | $19,933,655 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 69,211 | $14,079,594 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 131,960 | $12,687,954 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-002159 | this filing | 2026-05-15 | acceptance time not in the bulk data set |