Whale Rock Capital Management LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 0 | 2,100,923 | +2,100,923 | 0 | 657,588,899 | +657,588,899 |
| SANDISK CORP | 0 | 1,003,566 | +1,003,566 | 0 | 238,226,497 | +238,226,497 |
| CARVANA CO | 0 | 1,070,802 | +1,070,802 | 0 | 451,899,860 | +451,899,860 |
| JFROG LTD | 0 | 5,297,812 | +5,297,812 | 0 | 330,901,338 | +330,901,338 |
| TTM TECHNOLOGIES INC | 0 | 4,276,320 | +4,276,320 | 0 | 295,066,080 | +295,066,080 |
| COHERENT CORP | 0 | 1,094,757 | +1,094,757 | 0 | 202,059,299 | +202,059,299 |
| MACOM TECH SOLUTIONS HLDGS I | 0 | 783,305 | +783,305 | 0 | 134,164,480 | +134,164,480 |
| AMAZON COM INC | 0 | 1,857,878 | +1,857,878 | 0 | 428,835,400 | +428,835,400 |
| SITIME CORP | 0 | 698,539 | +698,539 | 0 | 246,716,989 | +246,716,989 |
| MONGODB INC | 0 | 599,970 | +599,970 | 0 | 251,801,409 | +251,801,409 |
| MERCADOLIBRE INC | 0 | 98,175 | +98,175 | 0 | 197,749,976 | +197,749,976 |
| SEMTECH CORP | 0 | 3,901,469 | +3,901,469 | 0 | 287,499,251 | +287,499,251 |
| FABRINET | 0 | 616,047 | +616,047 | 0 | 280,473,878 | +280,473,878 |
| WEALTHFRONT CORP | 0 | 1,600,000 | +1,600,000 | 0 | 21,744,000 | +21,744,000 |
| CORNING INC | 0 | 2,669,780 | +2,669,780 | 0 | 233,765,937 | +233,765,937 |
| KLAVIYO INC | 0 | 3,057,889 | +3,057,889 | 0 | 99,289,656 | +99,289,656 |
| CIENA CORP | 0 | 893,483 | +893,483 | 0 | 208,958,869 | +208,958,869 |
| HEWLETT PACKARD ENTERPRISE C | 0 | 1,908,017 | +1,908,017 | 0 | 45,830,568 | +45,830,568 |
| OKTA INC | 0 | 434,854 | +434,854 | 0 | 37,601,825 | +37,601,825 |
| HUBSPOT INC | 0 | 149,246 | +149,246 | 0 | 59,892,420 | +59,892,420 |
| NU HLDGS LTD | 0 | 10,755,918 | +10,755,918 | 0 | 180,054,067 | +180,054,067 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 592,941 | +592,941 | 0 | 180,188,840 | +180,188,840 |
| CHIME FINL INC | 0 | 10,572 | +10,572 | 0 | 266,097 | +266,097 |
| IMPINJ INC | 0 | 887,272 | +887,272 | 0 | 154,394,201 | +154,394,201 |
| BROADCOM INC | 0 | 1,031,732 | +1,031,732 | 0 | 357,082,445 | +357,082,445 |
| DUOLINGO INC | 0 | 876,646 | +876,646 | 0 | 153,851,373 | +153,851,373 |
| APPLOVIN CORP | 0 | 808,356 | +808,356 | 0 | 544,686,440 | +544,686,440 |
| CELESTICA INC | 0 | 1,882,391 | +1,882,391 | 0 | 556,453,604 | +556,453,604 |
| ROBLOX CORP | 0 | 4,105,113 | +4,105,113 | 0 | 332,637,306 | +332,637,306 |
| META PLATFORMS INC | 0 | 469,713 | +469,713 | 0 | 310,052,854 | +310,052,854 |
| BLOOM ENERGY CORP | 0 | 1,339,623 | +1,339,623 | 0 | 116,399,842 | +116,399,842 |
| NVIDIA CORPORATION | 0 | 1,201,695 | +1,201,695 | 0 | 224,116,118 | +224,116,118 |