Whale Rock Capital Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Whale Rock Capital Management LLC held in its portfolio 32 assets valued at $7,820,249,818 (i.e. $7.82B).
The most valuable assets in the portfolio included: ALPHABET INC ($657.59M), CELESTICA INC ($556.45M), and APPLOVIN CORP ($544.69M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Whale Rock Capital Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 2100923 | 657588899 | CAP STK CL A |
| CELESTICA INC | 1882391 | 556453604 | COM |
| APPLOVIN CORP | 808356 | 544686440 | COM CL A |
| CARVANA CO | 1070802 | 451899860 | CL A |
| AMAZON COM INC | 1857878 | 428835400 | COM |
| BROADCOM INC | 1031732 | 357082445 | COM |
| ROBLOX CORP | 4105113 | 332637306 | CL A |
| JFROG LTD | 5297812 | 330901338 | ORD SHS |
| META PLATFORMS INC | 469713 | 310052854 | CL A |
| TTM TECHNOLOGIES INC | 4276320 | 295066080 | COM |
| SEMTECH CORP | 3901469 | 287499251 | COM |
| FABRINET | 616047 | 280473878 | SHS |
| MONGODB INC | 599970 | 251801409 | CL A |
| SITIME CORP | 698539 | 246716989 | COM |
| SANDISK CORP | 1003566 | 238226497 | COM |
| CORNING INC | 2669780 | 233765937 | COM |
| NVIDIA CORPORATION | 1201695 | 224116118 | COM |
| CIENA CORP | 893483 | 208958869 | COM NEW |
| COHERENT CORP | 1094757 | 202059299 | COM |
| MERCADOLIBRE INC | 98175 | 197749976 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 592941 | 180188840 | SPONSORED ADS |
| NU HLDGS LTD | 10755918 | 180054067 | ORD SHS CL A |
| IMPINJ INC | 887272 | 154394201 | COM |
| DUOLINGO INC | 876646 | 153851373 | CL A COM |
| MACOM TECH SOLUTIONS HLDGS I | 783305 | 134164480 | COM |
| BLOOM ENERGY CORP | 1339623 | 116399842 | COM CL A |
| KLAVIYO INC | 3057889 | 99289656 | COM SER A |
| HUBSPOT INC | 149246 | 59892420 | COM |
| HEWLETT PACKARD ENTERPRISE C | 1908017 | 45830568 | COM |
| OKTA INC | 434854 | 37601825 | CL A |
| WEALTHFRONT CORP | 1600000 | 21744000 | COM |
| CHIME FINL INC | 10572 | 266097 | COM SHS CL A |
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