Not yet filed. No Q3 2026 Form 13F from Whale Rock Capital Management has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| SNDK · Sandisk Corp | 596,545 | 10.89% |
| AMD · ADVANCED MICRO DEVICES INC | 1,509,650 | 7.04% |
| GOOGL · Alphabet Inc. | 2,396,352 | 6.88% |
| TTMI · TTM TECHNOLOGIES INC | 4,230,575 | 6.35% |
| ALAB · Astera Labs, Inc. | 1,567,882 | 6.08% |
| AMZN · AMAZON COM INC | 2,447,732 | 4.68% |
| GLW · CORNING INC /NY | 2,233,999 | 4.58% |
| MKSI · MKS INC | 1,271,373 | 4.54% |
| CLS · CELESTICA INC | 1,476,430 | 4.32% |
| BE · Bloom Energy Corp | 1,608,305 | 3.91% |
Largest increase 2026 Q1 → 2026 Q2: AMD (+2081.2% of shares). New position in 2026 Q2: ALAB (6.08% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: AVGO (-91.9% of shares). Exited in 2026 Q2: ARM, TSEM, MSFT and 4 more.
Full record: Whale Rock Capital Management fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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