Whale Rock Capital Management LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $7.7B in reported equity holdings across 35 positions. The largest holdings are GOOG (9.9%), SNDK (6.6%), CLS (5.5%), AMZN (4.9%), TTMI (4.4%). The portfolio is concentrated in Other (71.0%), Communication Services (17.3%), Technology (11.7%). Data sourced from SEC EDGAR 13F filings (CIK 1387322).

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