What Alex Sacerdote last reported owning
Whale Rock Capital
Latest 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 · $12.46B across 35 positions · view on SEC EDGAR
Recent SEC filings · past 3 months
| Filed | Form | Subject / period | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Quarter ending Jun 30, 2026 | SEC |
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | SANDISK CORP | $1.36B | 10.9% | 596,545 |
| 2 | ADVANCED MICRO DEVICES INC | $877.0M | 7.0% | 1,509,650 |
| 3 | ALPHABET INC | $856.4M | 6.9% | 2,396,352 |
| 4 | TTM TECHNOLOGIES INC | $791.2M | 6.4% | 4,230,575 |
| 5 | ASTERA LABS INC | $757.3M | 6.1% | 1,567,882 |
| 6 | AMAZON COM INC | $583.4M | 4.7% | 2,447,732 |
| 7 | CORNING INC | $570.6M | 4.6% | 2,233,999 |
| 8 | MKS INC. | $565.5M | 4.5% | 1,271,373 |
| 9 | CELESTICA INC | $538.6M | 4.3% | 1,476,430 |
| 10 | BLOOM ENERGY CORP | $486.8M | 3.9% | 1,608,305 |
| 11 | COHERENT CORP | $482.1M | 3.9% | 1,222,035 |
| 12 | FABRINET | $418.6M | 3.4% | 744,765 |
| 13 | SITIME CORP | $418.0M | 3.4% | 560,701 |
| 14 | JFROG LTD | $405.2M | 3.3% | 4,458,423 |
| 15 | MACOM TECH SOLUTIONS HLDGS I | $376.1M | 3.0% | 988,785 |
| 16 | VIAVI SOLUTIONS INC | $328.3M | 2.6% | 6,875,942 |
| 17 | LAM RESEARCH CORP | $321.8M | 2.6% | 742,638 |
| 18 | TAIWAN SEMICONDUCTOR MANUFAC | $281.7M | 2.3% | 589,911 |
| 19 | CARVANA CO | $280.9M | 2.3% | 4,267,080 |
| 20 | META PLATFORMS INC | $256.9M | 2.1% | 455,982 |
| 21 | WESTERN DIGITAL CORP | $255.9M | 2.1% | 400,687 |
| 22 | APPLOVIN CORP | $237.8M | 1.9% | 461,611 |
| 23 | SNOWFLAKE INC | $225.2M | 1.8% | 884,691 |
| 24 | TWILIO INC | $169.6M | 1.4% | 821,768 |
| 25 | SEAGATE TECHNOLOGY HLDNGS PL | $143.3M | 1.2% | 148,543 |
Showing top 25 of 35 reported positions. Put/Call tags mark options positions.
Latest-quarter moves · from the most recent 13F vs. the prior quarter
New buys (7)
- ASTERA LABS INC$757.3M
- SNOWFLAKE INC$225.2M
- TWILIO INC$169.6M
- SEAGATE TECHNOLOGY HLDNGS PL$143.3M
- INTEL CORP$36.3M
- SPACE EXPLORATION TECHN CORP$26.1M
- CEREBRAS SYSTEMS INC$11.2M
Added to (8)
- ADVANCED MICRO DEVICES INC$877.0M
- TTM TECHNOLOGIES INC$791.2M
- AMAZON COM INC$583.4M
- COHERENT CORP$482.1M
- FABRINET$418.6M
- VIAVI SOLUTIONS INC$328.3M
- CARVANA CO$280.9M
- APPLE INC$28.9M
Trimmed (17)
- SANDISK CORP$1.36B
- ALPHABET INC$856.4M
- CORNING INC$570.6M
- MKS INC.$565.5M
- CELESTICA INC$538.6M
- BLOOM ENERGY CORP$486.8M
- SITIME CORP$418.0M
- JFROG LTD$405.2M
- MACOM TECH SOLUTIONS HLDGS I$376.1M
- LAM RESEARCH CORP$321.8M
- TAIWAN SEMICONDUCTOR MANUFAC$281.7M
- META PLATFORMS INC$256.9M
- WESTERN DIGITAL CORP$255.9M
- APPLOVIN CORP$237.8M
- KLAVIYO INC$83.5M
- NVIDIA CORPORATION$75.5M
- BROADCOM INC$22.6M
Exited (7)
- ADVANCED ENERGY INDS$329.8M
- ROBLOX CORP$199.8M
- TOWER SEMICONDUCTOR LTD$187.2M
- CIENA CORP$89.8M
- ARM HOLDINGS PLC$68.4M
- MICROSOFT CORP$19.9M
- NETFLIX INC.$12.7M
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.