13F HOLDINGS REPORT
Whale Rock Capital Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001153
Total Value
$7.82B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,100,923 | $657.6M | 8.41% |
| 2 | CELESTICA INC | CLS | 1,882,391 | $556.5M | 7.12% |
| 3 | APPLOVIN CORP | APP | 808,356 | $544.7M | 6.97% |
| 4 | CARVANA CO | CVNA | 1,070,802 | $451.9M | 5.78% |
| 5 | AMAZON COM INC | AMZN | 1,857,878 | $428.8M | 5.48% |
| 6 | BROADCOM INC | AVGO | 1,031,732 | $357.1M | 4.57% |
| 7 | ROBLOX CORP | RBLX | 4,105,113 | $332.6M | 4.25% |
| 8 | JFROG LTD | FROG | 5,297,812 | $330.9M | 4.23% |
| 9 | META PLATFORMS INC | META | 469,713 | $310.1M | 3.96% |
| 10 | TTM TECHNOLOGIES INC | TTMI | 4,276,320 | $295.1M | 3.77% |
| 11 | SEMTECH CORP | SMTC | 3,901,469 | $287.5M | 3.68% |
| 12 | FABRINET | FN | 616,047 | $280.5M | 3.59% |
| 13 | MONGODB INC | MDB | 599,970 | $251.8M | 3.22% |
| 14 | SITIME CORP | SITM | 698,539 | $246.7M | 3.15% |
| 15 | SANDISK CORP | SNDK | 1,003,566 | $238.2M | 3.05% |
| 16 | CORNING INC | GLW | 2,669,780 | $233.8M | 2.99% |
| 17 | NVIDIA CORPORATION | NVDA | 1,201,695 | $224.1M | 2.87% |
| 18 | CIENA CORP | CIEN | 893,483 | $209.0M | 2.67% |
| 19 | COHERENT CORP | COHR | 1,094,757 | $202.1M | 2.58% |
| 20 | MERCADOLIBRE INC | MELI | 98,175 | $197.7M | 2.53% |
| 21 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 592,941 | $180.2M | 2.30% |
| 22 | NU HLDGS LTD | NU | 10,755,918 | $180.1M | 2.30% |
| 23 | IMPINJ INC | PI | 887,272 | $154.4M | 1.97% |
| 24 | DUOLINGO INC | DUOL | 876,646 | $153.9M | 1.97% |
| 25 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 783,305 | $134.2M | 1.72% |
| 26 | BLOOM ENERGY CORP | BE | 1,339,623 | $116.4M | 1.49% |
| 27 | KLAVIYO INC | KVYO | 3,057,889 | $99.3M | 1.27% |
| 28 | HUBSPOT INC | HUBS | 149,246 | $59.9M | 0.77% |
| 29 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 1,908,017 | $45.8M | 0.59% |
| 30 | OKTA INC | OKTA | 434,854 | $37.6M | 0.48% |
| 31 | WEALTHFRONT CORP | WLTH | 1,600,000 | $21.7M | 0.28% |
| 32 | CHIME FINL INC | 16935C109 | 10,572 | $266,097 | 0.00% |