Stock Taper

WHALE ROCK CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Taiwan Semiconductor Manufacturing Company LimitedTSM589.91K$281.72M
SiTime CorporationSITM560.7K$418.04M
Duolingo, Inc.DUOL471.76K$54.26M
AppLovin CorporationAPP461.61K$237.84M
Meta Platforms, Inc.META455.98K$256.85M
Impinj, Inc.PI405.24K$58.04M
Western Digital CorporationWDC400.69K$255.93M
NVIDIA CorporationNVDA377.2K$75.47M
Intel Corp.INTC259.9K$36.29M
MongoDB, Inc.MDB224.65K$75.46M
Space Exploration Technologies Corp.SPCX152.52K$26.06M
Seagate Technology Holdings plcSTX148.54K$143.34M
Apple Inc.AAPL99.77K$28.87M
Broadcom Inc.AVGO59.78K$22.58M
Cerebras Systems Inc.CBRS50.7K$11.2M