WHALE ROCK CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KVYO | 6.83M | $132.82M |
 | FROG | 6.02M | $282.51M |
 | RBLX | 3.53M | $199.78M |
 | TTMI | 3.51M | $342.39M |
 | VIAV | 3.47M | $115.59M |
 | GOOGL | 2.67M | $768.31M |
 | GLW | 2.30M | $312.38M |
 | AMZN | 1.82M | $378.93M |
 | BE | 1.65M | $224.07M |
 | CLS | 1.52M | $427.65M |
 | MKSI | 1.31M | $300.30M |
 | MTSI | 1.17M | $260.93M |
 | TSEM | 1.07M | $187.19M |
 | NVDA | 1.04M | $181.57M |
 | AEIS | 1.02M | $329.85M |
 | COHR | 975K | $232.27M |
 | LRCX | 958K | $204.66M |
 | CVNA | 878K | $275.89M |
 | TSM | 819K | $276.93M |
 | SNDK | 800K | $508.01M |
Klaviyo, Inc.
KVYO
Shares Held
6.83M
Value
$132.82M
JFrog Ltd.
FROG
Shares Held
6.02M
Value
$282.51M
Roblox Corporation
RBLX
Shares Held
3.53M
Value
$199.78M
TTM Technologies, Inc.
TTMI
Shares Held
3.51M
Value
$342.39M
Viavi Solutions Inc.
VIAV
Shares Held
3.47M
Value
$115.59M
Alphabet Inc.
GOOGL
Shares Held
2.67M
Value
$768.31M
Corning Incorporated
GLW
Shares Held
2.30M
Value
$312.38M
Amazon.com, Inc.
AMZN
Shares Held
1.82M
Value
$378.93M
Bloom Energy Corporation
BE
Shares Held
1.65M
Value
$224.07M
Celestica Inc.
CLS
Shares Held
1.52M
Value
$427.65M
MKS Inc.
MKSI
Shares Held
1.31M
Value
$300.30M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
1.17M
Value
$260.93M
Tower Semiconductor Ltd.
TSEM
Shares Held
1.07M
Value
$187.19M
NVIDIA Corporation
NVDA
Shares Held
1.04M
Value
$181.57M
Advanced Energy Industries, Inc.
AEIS
Shares Held
1.02M
Value
$329.85M
Coherent, Inc.
COHR
Shares Held
975K
Value
$232.27M
Lam Research Corporation
LRCX
Shares Held
958K
Value
$204.66M
Carvana Co.
CVNA
Shares Held
878K
Value
$275.89M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
819K
Value
$276.93M
Sandisk Corporation
SNDK
Shares Held
800K
Value
$508.01M