Alex Sacerdote - Whale Rock Capital Management
Portfolio
$12.46 B
Positionen
35
Stichtag
2026-06-30
Quartal
Q2 2026
| SANDISK CORP | 10.89% | Reduce 25.39% |
| ADVANCED MICRO DEVICES INC | 7.04% | Add 2081.23% |
| ALPHABET INC | 6.88% | Reduce 10.31% |
| TTM TECHNOLOGIES INC | 6.35% | Add 20.37% |
| ASTERA LABS INC | 6.08% | Buy |
| AMAZON COM INC | 4.68% | Add 34.53% |
| CORNING INC | 4.58% | Reduce 2.76% |
| MKS INC. | 4.54% | Reduce 2.71% |
| CELESTICA INC | 4.32% | Reduce 2.75% |
| BLOOM ENERGY CORP | 3.91% | Reduce 2.75% |
| COHERENT CORP | 3.87% | Add 25.33% |
| FABRINET | 3.36% | Add 21.84% |
| SITIME CORP | 3.36% | Reduce 2.81% |
| JFROG LTD | 3.25% | Reduce 25.94% |
| MACOM TECH SOLUTIONS HLDGS I | 3.02% | Reduce 15.85% |
| VIAVI SOLUTIONS INC | 2.64% | Add 97.97% |
| LAM RESEARCH CORP | 2.58% | Reduce 22.47% |
| TAIWAN SEMICONDUCTOR MANUFAC | 2.26% | Reduce 28.01% |
| CARVANA CO | 2.25% | Add 386.25% |
| META PLATFORMS INC | 2.06% | Reduce 11.04% |
| WESTERN DIGITAL CORP | 2.05% | Reduce 2.75% |
| APPLOVIN CORP | 1.91% | Reduce 33.63% |
| SNOWFLAKE INC | 1.81% | Buy |
| TWILIO INC | 1.36% | Buy |
| SEAGATE TECHNOLOGY HLDNGS PL | 1.15% | Buy |
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