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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Whale Rock Capital Management LP
Value
$7.8B
Stocks
35 Stocks
Turnover
100.0%
Top Holdings
SNDK(10.89%) AMD(7.04%) GOOG(6.88%) TTMI(6.35%) ALAB(6.08%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| SNDK | None | Sandisk Corp | Information Technology | $1356.4M | 0 | 10.9% | 0 | No Change |
| AMD | None | Advanced Micro Devices Inc. | Information Technology | $877.0M | 0 | 7.0% | 0 | No Change |
| GOOG | None | Alphabet Inc. | Communication Services | $856.4M | 0 | 6.9% | 0 | No Change |
| TTMI | None | TTM Technologies, Inc. | Technology | $791.2M | 0 | 6.3% | 0 | No Change |
| ALAB | None | Astera Labs Inc | Information Technology | $757.3M | 0 | 6.1% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $583.4M | 0 | 4.7% | 0 | No Change |
| GLW | None | Corning Inc. | Information Technology | $570.6M | 0 | 4.6% | 0 | No Change |
| MKSI | None | MKS Instruments, Inc. | Information Technology | $565.5M | 0 | 4.5% | 0 | No Change |
| CLS | None | Celestica Inc. | Information Technology | $538.6M | 0 | 4.3% | 0 | No Change |
| BE | None | Bloom Energy Corporation | Industrials | $486.8M | 0 | 3.9% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 26 | $8655.2M | 69.5% |
| Communication Services | 3 | $1351.1M | 10.8% |
| Consumer Discretionary | 2 | $864.3M | 6.9% |
| Technology | 1 | $791.2M | 6.3% |
| Industrials | 2 | $512.9M | 4.1% |
| General | 1 | $281.7M | 2.3% |