· by fundfollower.bsky.social ·17h ago · view on bsky.app ↗

Whale Rock Capital Management just filed its Q2 2026 13F. 🐋 Managed by Alex Sacerdote · $12.5B across 35 holdings 🟢 Bought: $AMD, $ALAB, $TTMI, $COHR +11 more 🔴 Sold: $SNDK, $AEIS, $MKSI, $BE +20 more

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Whale Rock Capital Management 13F

#$aeis #$alab #$amd #$be #$cohr #$mksi #$sndk #$ttmi

1 comments — live from bluesky

fundfollower.bsky.social · 0 · 17h ago

The full updated portfolio 👇 https://fundfollower.xyz/institution/whale-rock-capital-management 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.