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
Top holdings
From the 13F filed Aug 14, 2026. Bars show each position's share of the reported book.
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | SANDISK CORP | $1.36B | 596,545 | |
| 2 | ADVANCED MICRO DEVICES INC | $877.0M | 1,509,650 | |
| 3 | ALPHABET INC | $856.4M | 2,396,352 | |
| 4 | TTM TECHNOLOGIES INC | $791.2M | 4,230,575 | |
| 5 | ASTERA LABS INC | $757.3M | 1,567,882 | |
| 6 | AMAZON COM INC | $583.4M | 2,447,732 | |
| 7 | CORNING INC | $570.6M | 2,233,999 | |
| 8 | MKS INC. | $565.5M | 1,271,373 | |
| 9 | CELESTICA INC | $538.6M | 1,476,430 | |
| 10 | BLOOM ENERGY CORP | $486.8M | 1,608,305 | |
| 11 | COHERENT CORP | $482.1M | 1,222,035 | |
| 12 | FABRINET | $418.6M | 744,765 | |
| 13 | SITIME CORP | $418.0M | 560,701 | |
| 14 | JFROG LTD | $405.2M | 4,458,423 | |
| 15 | MACOM TECH SOLUTIONS HLDGS I | $376.1M | 988,785 | |
| 16 | VIAVI SOLUTIONS INC | $328.3M | 6,875,942 | |
| 17 | LAM RESEARCH CORP | $321.8M | 742,638 | |
| 18 | TAIWAN SEMICONDUCTOR MANUFAC | $281.7M | 589,911 | |
| 19 | CARVANA CO | $280.9M | 4,267,080 | |
| 20 | META PLATFORMS INC | $256.9M | 455,982 | |
| 21 | WESTERN DIGITAL CORP | $255.9M | 400,687 | |
| 22 | APPLOVIN CORP | $237.8M | 461,611 | |
| 23 | SNOWFLAKE INC | $225.2M | 884,691 | |
| 24 | TWILIO INC | $169.6M | 821,768 | |
| 25 | SEAGATE TECHNOLOGY HLDNGS PL | $143.3M | 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
- 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
- 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
- APPLE INC$28.9M
- 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
- CARVANA CO$280.9M
- 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
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Questions people ask
What did Alex Sacerdote's Whale Rock Capital own in its latest 13F?
The 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 listed 35 positions worth $12.46B. The largest was SANDISK CORP at $1.36B, 10.9% of the reported portfolio.
When did Whale Rock Capital last file a 13F?
On Aug 14, 2026, covering the quarter that ended Jun 30, 2026. The next one is due within 45 days of the next quarter end, so the positions here can be up to 45 days old on the day they are published.
What did Alex Sacerdote's Whale Rock Capital buy and sell last quarter?
Compared with the prior 13F, the latest filing shows 7 new positions, 7 positions added to, 18 trimmed and 7 sold out entirely. Each is listed above with its size.
Does this page show everything Whale Rock Capital owns?
No. A 13F covers long positions in US-listed stocks, certain options and convertible notes. It leaves out short positions, cash, bonds, private holdings and shares listed outside the US, so the total here is not the fund's full size.
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.