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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)

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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	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ALAB	ASTERA LABS INC	6.08%	1,567,882	$757,318,364	1,567,882	New	$483.02	13F
SNOW	SNOWFLAKE INC	1.81%	884,691	$225,153,860	884,691	New	$254.5	13F
TWLO	TWILIO INC	1.36%	821,768	$169,555,391	821,768	New	$206.33	13F
STX	SEAGATE TECHNOLOGY HLDNGS PL	1.15%	148,543	$143,343,995	148,543	New	$965	13F
INTC	INTEL CORP	0.29%	259,903	$36,290,256	259,903	New	$139.63	13F
SPCX	SPACE EXPLORATION TECHN CORP	0.21%	152,517	$26,059,055	152,517	New	$170.86	13F
CBRS	CEREBRAS SYSTEMS INC	0.09%	50,696	$11,203,816	50,696	New	$221	13F