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Alex Sacerdote
Whale Rock Capital is the institutional manager run by Alex Sacerdote. The positions below are disclosed each quarter in the fund's SEC Form 13F.
Del 13F trimestral ante la SEC del fondo: posiciones largas en acciones y opciones de EE. UU. al cierre del trimestre, publicadas hasta 45 días después. Excluye ventas en corto, efectivo y tenencias fuera de EE. UU.
Trimestral, al Jun 30, 2026
Valor total reportado en cada presentación 13F trimestral. Incluye nocional de opciones, así que refleja escala y entradas, no retorno.
Los pesos son solo de posiciones largas en equity divulgadas. T/T compara cantidades de acciones contra el trimestre anterior.
| Valor | Peso | |||
|---|---|---|---|---|
SN SNDKSANDISK CORP | $1.36B | 10.89% | ||
AM AMDADVANCED MICRO DEVICES INC | $876.97M | 7.04% | ||
GO GOOGLALPHABET INC | $856.38M | 6.88% | ||
TT TTMITTM TECHNOLOGIES INC | $791.20M | 6.35% | ||
AL ALABASTERA LABS INC | $757.32M | 6.08% | ||
AM AMZNAMAZON COM INC | $583.39M | 4.68% | ||
GL GLWCORNING INC | $570.63M | 4.58% | ||
MK MKSIMKS INC. | $565.51M | 4.54% | ||
CL CLSCELESTICA INC | $538.60M | 4.32% | ||
BE BEBLOOM ENERGY CORP | $486.83M | 3.91% | ||
CO COHRCOHERENT CORP | $482.06M | 3.87% | ||
FN FNFABRINET | $418.62M | 3.36% | ||
SI SITMSITIME CORP | $418.04M | 3.36% | ||
FR FROGJFROG LTD | $405.18M | 3.25% | ||
MT MTSIMACOM TECH SOLUTIONS HLDGS I | $376.10M | 3.02% | ||
VI VIAVVIAVI SOLUTIONS INC | $328.33M | 2.64% | ||
LR LRCXLAM RESEARCH CORP | $321.81M | 2.58% | ||
TS TSMTAIWAN SEMICONDUCTOR MANUFAC | $281.72M | 2.26% | ||
CV CVNACARVANA CO | $280.86M | 2.25% | ||
ME METAMETA PLATFORMS INC | $256.85M | 2.06% | ||
WD WDCWESTERN DIGITAL CORP | $255.93M | 2.05% | ||
AP APPAPPLOVIN CORP | $237.84M | 1.91% | ||
SN SNOWSNOWFLAKE INC | $225.15M | 1.81% | ||
TW TWLOTWILIO INC | $169.56M | 1.36% | ||
ST STXSEAGATE TECHNOLOGY HLDNGS PL | $143.34M | 1.15% | ||
KV KVYOKLAVIYO INC | $83.48M | 0.67% | ||
NV NVDANVIDIA CORPORATION | $75.47M | 0.61% | ||
MD MDBMONGODB INC | $75.46M | 0.61% | ||
PI PIIMPINJ INC | $58.04M | 0.47% | ||
DU DUOLDUOLINGO INC | $54.26M | 0.44% | ||
IN INTCINTEL CORP | $36.29M | 0.29% | ||
AA AAPLAPPLE INC | $28.87M | 0.23% | ||
SP SPCXSPACE EXPLORATION TECHN CORP | $26.06M | 0.21% | ||
AV AVGOBROADCOM INC | $22.58M | 0.18% | ||
CB CBRSCEREBRAS SYSTEMS INC | $11.20M | 0.09% | ||
AE AEISADVANCED ENERGY INDS | — | — | ||
RB RBLXROBLOX CORP | — | — | ||
TS TSEMTOWER SEMICONDUCTOR LTD | — | — | ||
CI CIENCIENA CORP | — | — | ||
AR ARMARM HOLDINGS PLC | — | — | ||
MS MSFTMICROSOFT CORP | — | — | ||
NF NFLXNETFLIX INC. | — | — |
Solo con fines informativos. Esto no es asesoramiento de inversión, ni una recomendación, ni está afiliado ni respaldado por ninguna persona o fondo mostrado. La actividad pasada no predice resultados futuros.