Stock Taper 
WHALE ROCK CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cerebras Systems Inc. | CBRS | 50.7K | $11.2M |
 Broadcom Inc. | AVGO | 59.78K | $22.58M |
 Apple Inc. | AAPL | 99.77K | $28.87M |
 Seagate Technology Holdings plc | STX | 148.54K | $143.34M |
 Space Exploration Technologies Corp. | SPCX | 152.52K | $26.06M |
 MongoDB, Inc. | MDB | 224.65K | $75.46M |
 Intel Corp. | INTC | 259.9K | $36.29M |
 NVIDIA Corporation | NVDA | 377.2K | $75.47M |
 Western Digital Corporation | WDC | 400.69K | $255.93M |
 Impinj, Inc. | PI | 405.24K | $58.04M |
 Meta Platforms, Inc. | META | 455.98K | $256.85M |
 AppLovin Corporation | APP | 461.61K | $237.84M |
 Duolingo, Inc. | DUOL | 471.76K | $54.26M |
 SiTime Corporation | SITM | 560.7K | $418.04M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 589.91K | $281.72M |
 Sandisk Corporation | SNDK | 596.54K | $1.36B |
 Lam Research Corporation | LRCX | 742.64K | $321.81M |
 Fabrinet | FN | 744.76K | $418.62M |
 Twilio Inc. | TWLO | 821.77K | $169.56M |
 Snowflake Inc. | SNOW | 884.69K | $225.15M |