CIK 1387322
Whale Rock Capital Management LLC
Institutional 13F holdings & portfolio
Holdings
32
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–32 of 32
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 2.1M | $1M+ | SH |
| CLS | CELESTICA INC | 1.9M | $1M+ | SH |
| APP | APPLOVIN CORP | 808K | $1M+ | SH |
| CVNA | CARVANA CO | 1.1M | $1M+ | SH |
| AMZN | AMAZON COM INC | 1.9M | $1M+ | SH |
| AVGO | BROADCOM INC | 1.0M | $1M+ | SH |
| RBLX | ROBLOX CORP | 4.1M | $1M+ | SH |
| FROG | JFROG LTD | 5.3M | $1M+ | SH |
| META | META PLATFORMS INC | 470K | $1M+ | SH |
| TTMI | TTM TECHNOLOGIES INC | 4.3M | $1M+ | SH |
| SMTC | SEMTECH CORP | 3.9M | $1M+ | SH |
| FN | FABRINET | 616K | $1M+ | SH |
| MDB | MONGODB INC | 600K | $1M+ | SH |
| SITM | SITIME CORP | 699K | $1M+ | SH |
| SNDK | SANDISK CORP | 1.0M | $1M+ | SH |
| GLW | CORNING INC | 2.7M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 1.2M | $1M+ | SH |
| CIEN | CIENA CORP | 893K | $1M+ | SH |
| COHR | COHERENT CORP | 1.1M | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 98K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 593K | $1M+ | SH |
| NU | NU HLDGS LTD | 10.8M | $1M+ | SH |
| PI | IMPINJ INC | 887K | $1M+ | SH |
| DUOL | DUOLINGO INC | 877K | $1M+ | SH |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 783K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 1.3M | $1M+ | SH |
| KVYO | KLAVIYO INC | 3.1M | $1M+ | SH |
| HUBS | HUBSPOT INC | 149K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 1.9M | $1M+ | SH |
| OKTA | OKTA INC | 435K | $1M+ | SH |
| WLTH | WEALTHFRONT CORP | 1.6M | $1M+ | SH |
| CHYM | CHIME FINL INC | 11K | $100K–$500K | SH |