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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Whale Rock Capital – Whale Rock Capital Management LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
35
Portfolio value:
$12,456,316,000
Filed:
Aug 14, 2026
Style:
AI Picks-and-Shovels
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 267 new7 added11 reduced7 exited
≡SNDK – SANDISK CORPReduce 25.39%−203,0424.33
≡AEIS – ADVANCED ENERGY INDSSell−1,022,112−4.26
≡GOOGL – ALPHABET INCReduce 10.31%−275,469−3.05
≡AVGO – BROADCOM INCReduce 91.89%−677,362−2.77
≡RBLX – ROBLOX CORPSell−3,532,184−2.58
≡TSEM – TOWER SEMICONDUCTOR LTDSell−1,066,737−2.42
≡NVDA – NVIDIA CORPORATIONReduce 63.77%−663,924−1.74
≡META – META PLATFORMS INCReduce 11.04%−56,587−1.73
≡APP – APPLOVIN CORPReduce 33.63%−233,926−1.67
≡TSM – TAIWAN SEMICONDUCTOR MANUFACReduce 28.01%−229,534−1.32
≡CIEN – CIENA CORPSell−231,267−1.16
≡KVYO – KLAVIYO INCReduce 19.00%−1,297,040−1.05
≡ARM – ARM HOLDINGS PLCSell−452,384−0.88
≡FROG – JFROG LTDReduce 25.94%−1,561,370−0.40
≡MTSI – MACOM TECH SOLUTIONS HLDGS IReduce 15.85%−186,206−0.35
≡MSFT – MICROSOFT CORPSell−53,850−0.26
≡NFLX – NETFLIX INC.Sell−131,960−0.16
≡LRCX – LAM RESEARCH CORPReduce 22.47%−215,239−0.06
Q1 2026filed May 15, 2611 new7 added15 reduced8 exited
≡SMTC – SEMTECH CORPSell−3,901,469−3.68
≡SNDK – SANDISK CORPReduce 20.33%−203,9793.52
≡APP – APPLOVIN CORPReduce 13.96%−112,819−3.39
≡MELI – MERCADOLIBRE INCSell−98,175
Q4 2025filed Feb 17, 263 new11 added12 reduced7 exited
≡NVDA – NVIDIA CORPORATIONReduce 62.29%−1,984,856−4.14
≡NFLX – NETFLIX INCSell−230,719−3.26
≡BE – BLOOM ENERGY CORPReduce 71.38%−3,341,350−3.17
≡SE – SEA LTDSell−1,160,795
Q3 2025filed Nov 14, 252 new13 added13 reduced8 exited
≡DKNG – DRAFTKINGS INC NEWSell−5,339,131−3.18
≡APP – APPLOVIN CORPReduce 20.67%−253,1202.27
≡NFLX – NETFLIX INCReduce 8.88%−22,490−1.45
≡MNDY – MONDAY COM LTDSell−329,280
Q2 2025filed Aug 14, 2516 new6 added17 reduced6 exited
≡GOOGL – ALPHABET INCSell−1,733,266−4.65
≡OKTA – OKTA INCReduce 82.90%−2,108,250−4.04
≡AMZN – AMAZON COM INCReduce 36.87%−930,307−3.48
≡APP – APPLOVIN CORPReduce 33.42%−614,604
Q1 2025filed May 15, 255 new10 added13 reduced11 exited
≡CRM – SALESFORCE INCSell−826,614−3.27
≡AVGO – BROADCOM INCReduce 43.99%−1,127,956−2.87
≡RDDT – REDDIT INCSell−1,248,492−2.42
≡TOST – TOAST INCReduce 80.75%−5,865,201
−2.53
≡MDB – MONGODB INCReduce 62.56%−375,322−2.51
≡NU – NU HLDGS LTDSell−10,755,918−2.30
≡CVNA – CARVANA COReduce 18.05%−193,248−2.22
≡RBLX – ROBLOX CORPReduce 13.96%−572,929−1.67
≡AVGO – BROADCOM INCReduce 28.55%−294,590−1.62
≡CLS – CELESTICA INCReduce 19.35%−364,190−1.59
≡CIEN – CIENA CORPReduce 74.12%−662,216−1.51
≡PI – IMPINJ INCReduce 54.33%−482,028−1.44
≡DUOL – DUOLINGO INCReduce 46.19%−404,882−1.37
≡GLW – CORNING INCReduce 13.95%−372,3561.05
≡HUBS – HUBSPOT INCSell−149,246−0.77
≡TTMI – TTM TECHNOLOGIES INCReduce 17.81%−761,7600.65
≡HPE – HEWLETT PACKARD ENTERPRISE CSell−1,908,017−0.59
≡SITM – SITIME CORPReduce 17.41%−121,606−0.58
≡NVDA – NVIDIA CORPORATIONReduce 13.36%−160,567−0.52
≡OKTA – OKTA INCSell−434,854−0.48
≡COHR – COHERENT CORPReduce 10.93%−119,7090.42
≡WLTH – WEALTHFRONT CORPSell−1,600,000−0.28
≡CHYM – CHIME FINL INCSell−10,572−0.00
−2.44
≡META – META PLATFORMS INCReduce 35.64%−260,109−2.35
≡MSFT – MICROSOFT CORPSell−300,509−1.83
≡CLS – CELESTICA INCReduce 37.11%−1,110,944−1.57
≡SHOP – SHOPIFY INCSell−765,466−1.34
≡APP – APPLOVIN CORPReduce 16.78%−163,048−1.25
≡VRT – VERTIV HOLDINGS COSell−639,965−1.14
≡AVGO – BROADCOM INCReduce 27.90%−399,179−0.99
≡FN – FABRINETReduce 9.67%−65,9530.66
≡PI – IMPINJ INCReduce 27.55%−337,313−0.63
≡CIEN – CIENA CORPReduce 33.21%−444,3170.38
≡CHYM – CHIME FINL INCReduce 99.24%−1,387,894−0.33
≡CPNG – COUPANG INCSell−770,752−0.29
≡HNGE – HINGE HEALTH INCSell−173,544−0.10
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 18.42%−133,862−0.09
≡NU – NU HLDGS LTDReduce 13.39%−1,662,741−0.04
−1.44
≡CLS – CELESTICA INCReduce 35.48%−1,645,780−1.36
≡AFRM – AFFIRM HLDGS INCSell−1,275,022−1.22
≡CPNG – COUPANG INCReduce 78.33%−2,786,812−1.19
≡AMZN – AMAZON COM INCReduce 9.13%−145,414−1.11
≡NU – NU HLDGS LTDReduce 30.39%−5,421,686−1.05
≡INTU – INTUITSell−87,168−0.95
≡NVDA – NVIDIA CORPORATIONReduce 11.27%−404,768−0.87
≡KVYO – KLAVIYO INCReduce 17.03%−627,478−0.72
≡AVGO – BROADCOM INCReduce 12.60%−206,213−0.70
≡SE – SEA LTDReduce 17.64%−248,701−0.68
≡COHR – COHERENT CORPReduce 54.43%−548,787−0.66
≡SLAB – SILICON LABORATORIES INCSell−248,282−0.51
≡ENTG – ENTEGRIS INCSell−420,128−0.47
≡SMTC – SEMTECH CORPReduce 12.20%−486,8830.45
≡SMCI – SUPER MICRO COMPUTER INCSell−556,519−0.38
≡ALKT – ALKAMI TECHNOLOGY INCSell−665,945−0.28
≡TTMI – TTM TECHNOLOGIES INCReduce 16.81%−407,310−0.00
−2.51
≡MSFT – MICROSOFT CORPReduce 63.59%−341,751−2.15
≡DUOL – DUOLINGO INCReduce 46.11%−418,270−2.11
≡FN – FABRINETReduce 50.77%−653,963−1.82
≡CVNA – CARVANA COReduce 49.35%−567,839−1.45
≡WIX – WIX COM LTDSell−487,032−1.38
≡NU – NU HLDGS LTDReduce 27.07%−6,620,825−0.95
≡TOST – TOAST INCSell−1,398,509−0.80
≡RBLX – ROBLOX CORPReduce 18.00%−753,3610.78
≡BE – BLOOM ENERGY CORPReduce 48.66%−1,924,085−0.68
≡CLS – CELESTICA INCReduce 32.44%−2,227,0990.66
≡HUBS – HUBSPOT INCReduce 17.69%−32,082−0.64
≡PI – IMPINJ INCReduce 28.07%−345,818−0.57
≡COMP – COMPASS INCSell−3,757,979−0.57
≡KVYO – KLAVIYO INCReduce 14.90%−645,304−0.56
≡MPWR – MONOLITHIC PWR SYS INCSell−50,150−0.50
≡META – META PLATFORMS INCReduce 8.27%−56,074−0.41
≡PDD – PDD HOLDINGS INCSell−199,016−0.41
≡DKNG – DRAFTKINGS INC NEWReduce 12.50%−762,830−0.34
≡VRT – VERTIV HOLDINGS COReduce 43.54%−506,629−0.29
−2.33
≡TEAM – ATLASSIAN CORPORATIONSell−702,369−2.03
≡COHR – COHERENT CORPReduce 79.05%−1,677,112−1.88
≡CPNG – COUPANG INCSell−6,971,033−1.82
≡CYBR 10/18/14 P25 – CYBERARK SOFTWARE LTDSell−452,351−1.79
≡AAPL – APPLE INCSell−580,237−1.72
≡WIX – WIX COM LTDReduce 54.55%−584,533−1.34
≡TWLO – TWILIO INCSell−1,029,907−1.32
≡NVDA – NVIDIA CORPORATIONReduce 37.79%−1,129,127−1.26
≡CVNA – CARVANA COReduce 5.27%−64,0291.25
≡PDD – PDD HOLDINGS INCReduce 85.48%−1,171,250−1.17
≡META – META PLATFORMS INCReduce 17.08%−139,6941.11
≡CRWD – CROWDSTRIKE HLDGS INCSell−242,400−0.98
≡RBLX – ROBLOX CORPReduce 11.98%−569,8210.97
≡ALKT – ALKAMI TECHNOLOGY INCSell−2,150,440−0.93
≡AMZN – AMAZON COM INCReduce 27.78%−970,724−0.75
≡CRTO – CRITEO S ASell−1,385,258−0.65
≡DUOL – DUOLINGO INCReduce 23.12%−272,7060.35
≡MNDY – MONDAY COM LTDReduce 51.33%−202,724−0.29
≡MELI – MERCADOLIBRE INCReduce 47.94%−42,946−0.23
≡TTAN – SERVICETITAN INCSell−40,000−0.05