Whale Rock Capital Management LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $7.8B in reported equity holdings across 32 positions. The largest holdings are GOOG (8.4%), CLS (7.1%), APP (7.0%), CVNA (5.8%), AMZN (5.5%). The portfolio is concentrated in Other (73.0%), Communication Services (19.3%), Technology (7.7%). Data sourced from SEC EDGAR 13F filings (CIK 1387322).