Funds
Whale Rock Capital Management
Алекс Сачердоте
13F AUM
12.5 B $
positions
35
filed
August 14, 2026
| Ticker | Name | Weight | Δ since |
|---|---|---|---|
| SNDK | SANDISK CORP | 10.89% | — |
| AMD | ADVANCED MICRO DEVICES INC | 7.04% | — |
| GOOGL | ALPHABET INC | 6.88% | — |
| TTMI | TTM TECHNOLOGIES INC | 6.35% | — |
| ALAB | ASTERA LABS INC | 6.08% | — |
| AMZN | AMAZON COM INC | 4.68% | — |
| GLW | CORNING INC | 4.58% | — |
| MKSI | MKS INC. | 4.54% | — |
| CLS | CELESTICA INC | 4.32% | — |
| BE | BLOOM ENERGY CORP | 3.91% | — |
| COHR | COHERENT CORP | 3.87% | — |
| FN | FABRINET | 3.36% | — |
| SITM | SITIME CORP | 3.36% | — |
| FROG | JFROG LTD | 3.25% | — |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 3.02% | — |
| VIAV | VIAVI SOLUTIONS INC | 2.64% | — |
| LRCX | LAM RESEARCH CORP | 2.58% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.26% | — |
| CVNA | CARVANA CO | 2.25% | — |
| META | META PLATFORMS INC | 2.06% | — |
| WDC | WESTERN DIGITAL CORP | 2.05% | — |
| APP | APPLOVIN CORP | 1.91% | — |
| SNOW | SNOWFLAKE INC | 1.81% | — |
| TWLO | TWILIO INC | 1.36% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 1.15% | — |
| KVYO | KLAVIYO INC | 0.67% | — |
| NVDA | NVIDIA CORPORATION | 0.61% | — |
| MDB | MONGODB INC | 0.61% | — |
| PI | IMPINJ INC | 0.47% | — |
| DUOL | DUOLINGO INC | 0.44% | — |
| INTC | INTEL CORP | 0.29% | — |
| AAPL | APPLE INC | 0.23% | — |
| SPCX | SPACE EXPLORATION TECHN CORP | 0.21% | — |
| AVGO | BROADCOM INC | 0.18% | — |
| CBRS | CEREBRAS SYSTEMS INC | 0.09% | — |