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Whale Rock Capital Management LLC

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13F filer, CIK 1387322, Boston, MA

Whale Rock Capital Management LLC reported $12,456,319,060 across 35 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 59.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003733

Period
2026-06-30
Reported value
$12.5B
Holdings
35
Top 10 weight
59.27%
New
7
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMDadded+1,440,439$837M
ALABnew+1,567,882$757M
SNOWnew+884,691$225M
CVNAadded+3,389,526$223M
TWLOnew+821,768$170M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SNDKreduced-203,042-$462M
AEISexited-1,022,112-$330M
AVGOreduced-677,362-$256M
RBLXexited-3,532,184-$200M
TSEMexited-1,066,737-$187M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003733, largest first. % of portfolio is the value over $12,456,319,060, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,003,566 shares; 2026Q1: 799,587 shares; 2026Q2: 596,545 shares 596,545$1.36B10.89%-203,042Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,211 shares; 2026Q2: 1,509,650 shares 1,509,650$877M7.04%+1,440,439Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,398,303 shares; 2024Q4: 1,430,638 shares; 2025Q1: 1,733,266 shares; 2025Q2: not reported; 2025Q3: 1,170,283 shares; 2025Q4: 2,100,923 shares; 2026Q1: 2,671,821 shares; 2026Q2: 2,396,352 shares 2,396,352$856M6.88%-275,469Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,423,595 shares; 2025Q3: 2,016,285 shares; 2025Q4: 4,276,320 shares; 2026Q1: 3,514,560 shares; 2026Q2: 4,230,575 shares 4,230,575$791M6.35%+716,015Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,567,882 shares 1,567,882$757M6.08%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,872,454 shares; 2024Q4: 3,494,020 shares; 2025Q1: 2,523,296 shares; 2025Q2: 1,592,989 shares; 2025Q3: 1,447,575 shares; 2025Q4: 1,857,878 shares; 2026Q1: 1,819,439 shares; 2026Q2: 2,447,732 shares 2,447,732$583M4.68%+628,293Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,875,306 shares; 2025Q3: 2,622,286 shares; 2025Q4: 2,669,780 shares; 2026Q1: 2,297,424 shares; 2026Q2: 2,233,999 shares 2,233,999$571M4.58%-63,425Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,306,724 shares; 2026Q2: 1,271,373 shares 1,271,373$566M4.54%-35,351Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,467,244 shares; 2024Q4: 5,939,918 shares; 2025Q1: 6,866,214 shares; 2025Q2: 4,639,115 shares; 2025Q3: 2,993,335 shares; 2025Q4: 1,882,391 shares; 2026Q1: 1,518,201 shares; 2026Q2: 1,476,430 shares 1,476,430$539M4.32%-41,771Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,954,534 shares; 2025Q2: 2,030,449 shares; 2025Q3: 4,680,973 shares; 2025Q4: 1,339,623 shares; 2026Q1: 1,653,788 shares; 2026Q2: 1,608,305 shares 1,608,305$487M3.91%-45,483Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363,913 shares; 2024Q4: 2,121,545 shares; 2025Q1: 444,433 shares; 2025Q2: 1,008,185 shares; 2025Q3: 459,398 shares; 2025Q4: 1,094,757 shares; 2026Q1: 975,048 shares; 2026Q2: 1,222,035 shares 1,222,035$482M3.87%+246,987Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 855,767 shares; 2024Q4: 839,777 shares; 2025Q1: 1,288,145 shares; 2025Q2: 634,182 shares; 2025Q3: 682,000 shares; 2025Q4: 616,047 shares; 2026Q1: 611,266 shares; 2026Q2: 744,765 shares 744,765$419M3.36%+133,499Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402,805 shares; 2025Q3: 480,501 shares; 2025Q4: 698,539 shares; 2026Q1: 576,933 shares; 2026Q2: 560,701 shares 560,701$418M3.36%-16,232Timeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,713,706 shares; 2025Q3: 2,908,397 shares; 2025Q4: 5,297,812 shares; 2026Q1: 6,019,793 shares; 2026Q2: 4,458,423 shares 4,458,423$405M3.25%-1,561,370Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 783,305 shares; 2026Q1: 1,174,991 shares; 2026Q2: 988,785 shares 988,785$376M3.02%-186,206Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,473,152 shares; 2026Q2: 6,875,942 shares 6,875,942$328M2.64%+3,402,790Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 957,877 shares; 2026Q2: 742,638 shares 742,638$322M2.58%-215,239Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,635 shares; 2024Q4: 249,873 shares; 2025Q1: 524,453 shares; 2025Q2: 605,847 shares; 2025Q3: 726,803 shares; 2025Q4: 592,941 shares; 2026Q1: 819,445 shares; 2026Q2: 589,911 shares 589,911$282M2.26%-229,534Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935,919 shares; 2024Q4: 1,214,679 shares; 2025Q1: 1,150,650 shares; 2025Q2: 582,811 shares; 2025Q3: 567,711 shares; 2025Q4: 1,070,802 shares; 2026Q1: 877,554 shares; 2026Q2: 4,267,080 shares 4,267,080$281M2.25%+3,389,526Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745,414 shares; 2024Q4: 817,752 shares; 2025Q1: 678,058 shares; 2025Q2: 621,984 shares; 2025Q3: 729,822 shares; 2025Q4: 469,713 shares; 2026Q1: 512,569 shares; 2026Q2: 455,982 shares 455,982$257M2.06%-56,587Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412,006 shares; 2026Q2: 400,687 shares 400,687$256M2.05%-11,319Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,965,513 shares; 2024Q4: 1,796,826 shares; 2025Q1: 1,839,128 shares; 2025Q2: 1,224,524 shares; 2025Q3: 971,404 shares; 2025Q4: 808,356 shares; 2026Q1: 695,537 shares; 2026Q2: 461,611 shares 461,611$238M1.91%-233,926Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 884,691 shares 884,691$225M1.81%newTimeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,029,907 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 821,768 shares 821,768$170M1.36%newTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148,543 shares 148,543$143M1.15%newTimeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600,606 shares; 2024Q4: 3,868,451 shares; 2025Q1: 4,329,749 shares; 2025Q2: 3,684,445 shares; 2025Q3: 3,056,967 shares; 2025Q4: 3,057,889 shares; 2026Q1: 6,825,206 shares; 2026Q2: 5,528,166 shares 5,528,166$83.5M0.67%-1,297,040Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,465,001 shares; 2024Q4: 2,987,988 shares; 2025Q1: 1,858,861 shares; 2025Q2: 3,591,319 shares; 2025Q3: 3,186,551 shares; 2025Q4: 1,201,695 shares; 2026Q1: 1,041,128 shares; 2026Q2: 377,204 shares 377,204$75.5M0.61%-663,924Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 412,974 shares; 2025Q2: 419,563 shares; 2025Q3: 552,100 shares; 2025Q4: 599,970 shares; 2026Q1: 224,648 shares; 2026Q2: 224,648 shares 224,648$75.5M0.61%0Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,231,916 shares; 2025Q2: 886,098 shares; 2025Q3: 1,224,585 shares; 2025Q4: 887,272 shares; 2026Q1: 405,244 shares; 2026Q2: 405,244 shares 405,244$58M0.47%0Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368,782 shares; 2024Q4: 1,179,755 shares; 2025Q1: 907,049 shares; 2025Q2: 488,779 shares; 2025Q3: 868,169 shares; 2025Q4: 876,646 shares; 2026Q1: 471,764 shares; 2026Q2: 471,764 shares 471,764$54.3M0.44%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 259,903 shares 259,903$36.3M0.29%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 580,237 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,613 shares; 2026Q2: 99,766 shares 99,766$28.9M0.23%+3,153Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152,517 shares 152,517$26.1M0.21%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,039,604 shares; 2024Q4: 2,563,881 shares; 2025Q1: 1,435,925 shares; 2025Q2: 1,637,124 shares; 2025Q3: 1,430,911 shares; 2025Q4: 1,031,732 shares; 2026Q1: 737,142 shares; 2026Q2: 59,780 shares 59,780$22.6M0.18%-677,362Timeline
CBRSCEREBRAS SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,696 shares 50,696$11.2M0.09%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AEISADVANCED ENERGY INDS1,022,112$330Mshares
RBLXROBLOX CORP3,532,184$200Mshares
TSEMTOWER SEMICONDUCTOR LTD1,066,737$187Mshares
CIENCIENA CORP231,267$89.8Mshares
ARMARM HOLDINGS PLC452,384$68.4Mshares
MSFTMICROSOFT CORP53,850$19.9Mshares
NFLXNETFLIX INC.131,960$12.7Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-003733 base2026-08-14acceptance time not in the bulk data set