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Gurus
Growth, Growth At A Reasonable Price
WHALE ROCK CAPITAL MANAGEMENT LLC (Data extracted from 13F, 13D, 13G and Form 4)

WHALE ROCK CAPITAL MANAGEMENT LLC

AUM: $8.72 B

13-F Portfolio Value: $12.46 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 59.27%

Stock	Company	Change in Shares	% Change	Source
AEIS	ADVANCED ENERGY INDS	-1,022,112	Exited	13F
ARM	ARM HOLDINGS PLC	-452,384	Exited	13F
CIEN	CIENA CORP	-231,267	Exited	13F
MSFT	MICROSOFT CORP	-53,850	Exited	13F
NFLX	NETFLIX INC.	-131,960	Exited	13F
RBLX	ROBLOX CORP	-3,532,184	Exited	13F
TSEM	TOWER SEMICONDUCTOR LTD	-1,066,737	Exited	13F