0 Whale Rock Capital Management just filed its Q2 2026 13F. š Managed by Alex Sacerdote Ā· $12.5B across 35 holdings š¢ Bought: $AMD, $ALAB, $TTMI, $COHR +11 more š“ Sold: $SNDK, $AEIS, $MKSI, $BE +20 more 1 comment Ā· 16h ago Ā· by fundfollower.bsky.social #$aeis#$alab#$amd
0 Atreides Management just filed its Q2 2026 13F. š Managed by Gavin Baker Ā· $14.3B across 49 holdings š¢ Bought: $SPCX, $QQQ, Cerebras Systems INC, $META +38 more š“ Sold: $MU, $ALAB, $LITE, $SATS +23 more 1 comment Ā· 16h ago Ā· by fundfollower.bsky.social #$alab#$lite#$meta
