Alex Sacerdote - Whale Rock Capital Management
Portfolio
$12.46 B
Positionen
35
Stichtag
2026-06-30
Quartal
Q2 2026
| SNDKSANDISK CORP | 10.89% | Reduce 25.39% |
| AMDADVANCED MICRO DEVICES INC | 7.04% | Add 2081.23% |
| GOOGLALPHABET INC | 6.88% | Reduce 10.31% |
| TTMITTM TECHNOLOGIES INC | 6.35% | Add 20.37% |
| ALABASTERA LABS INC | 6.08% | Buy |
| AMZNAMAZON COM INC | 4.68% | Add 34.53% |
| GLWCORNING INC | 4.58% | Reduce 2.76% |
| MKSIMKS INC. | 4.54% | Reduce 2.71% |
| CELESTICA INC | 4.32% | Reduce 2.75% |
| BEBLOOM ENERGY CORP | 3.91% | Reduce 2.75% |
| COHRCOHERENT CORP | 3.87% | Add 25.33% |
| FABRINET | 3.36% | Add 21.84% |
| SITMSITIME CORP | 3.36% | Reduce 2.81% |
| JFROG LTD | 3.25% | Reduce 25.94% |
| MACOM TECH SOLUTIONS HLDGS I | 3.02% | Reduce 15.85% |
| VIAVVIAVI SOLUTIONS INC | 2.64% | Add 97.97% |
| LRCXLAM RESEARCH CORP | 2.58% | Reduce 22.47% |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 2.26% | Reduce 28.01% |
| CARVANA CO | 2.25% | Add 386.25% |
| METAMETA PLATFORMS INC | 2.06% | Reduce 11.04% |
| WDCWESTERN DIGITAL CORP | 2.05% | Reduce 2.75% |
| APPAPPLOVIN CORP | 1.91% | Reduce 33.63% |
| SNOWSNOWFLAKE INC | 1.81% | Buy |
| TWLOTWILIO INC | 1.36% | Buy |
| SEAGATE TECHNOLOGY HLDNGS PL | 1.15% | Buy |
1–25 von 35
1 / 2