Stock Taper 
WHALE ROCK CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MACOM Technology Solutions Holdings, Inc. | MTSI | 988.78K | $376.1M |
 Coherent, Inc. | COHR | 1.22M | $482.06M |
 MKS Inc. | MKSI | 1.27M | $565.51M |
 Celestica Inc. | CLS | 1.48M | $538.6M |
 Advanced Micro Devices, Inc. | AMD | 1.51M | $876.97M |
 Astera Labs, Inc. Common Stock | ALAB | 1.57M | $757.32M |
 Bloom Energy Corporation | BE | 1.61M | $486.83M |
 Corning Inc | GLW | 2.23M | $570.63M |
 Alphabet Inc. | GOOGL | 2.4M | $856.38M |
 Amazon.com, Inc. | AMZN | 2.45M | $583.39M |
 TTM Technologies, Inc. | TTMI | 4.23M | $791.2M |
 Carvana Co. | CVNA | 4.27M | $280.86M |
 JFrog Ltd. | FROG | 4.46M | $405.18M |
 Klaviyo, Inc. | KVYO | 5.53M | $83.48M |
 Viavi Solutions Inc. | VIAV | 6.88M | $328.33M |