Alex Sacerdote's portfolio
In the Q2 2026 13F, filed August 14, 2026, Whale Rock Capital Management reported 35 US stock positions worth $12.5B. The largest was Sandisk (SNDK) at 10.9% of the portfolio. New positions: Astera Labs (ALAB), Snowflake (SNOW) and Twilio (TWLO). Added to: Advanced Micro Devices (AMD) and TTM Technologies (TTMI). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
Added to
- Advanced Micro DevicesAMD$877M
- TTM TechnologiesTTMI$791M
- Amazon.comAMZN$583M
- CoherentCOHR$482M
- FabrinetFN$419M
- Viavi SolutionsVIAV$328M
- CarvanaCVNA$281M
- AppleAAPL$29M
Trimmed
Sold out
None this quarter.
Holdings
35 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| SandiskSNDK | 10.89% | $1.4B | 596,545 | Trimmed |
| Advanced Micro DevicesAMD | 7.04% | $877M | 1,509,650 | Added |
| AlphabetGOOGL | 6.88% | $856M | 2,396,352 | Trimmed |
| TTM TechnologiesTTMI | 6.35% | $791M | 4,230,575 | Added |
| Astera LabsALAB | 6.08% | $757M | 1,567,882 | New |
| Amazon.comAMZN | 4.68% | $583M | 2,447,732 | Added |
| CorningGLW | 4.58% | $571M | 2,233,999 | Trimmed |
| MKSMKSI | 4.54% | $566M | 1,271,373 | Trimmed |
| CelesticaCLS | 4.32% | $539M | 1,476,430 | Trimmed |
| Bloom EnergyBE | 3.91% | $487M | 1,608,305 | Trimmed |
| CoherentCOHR | 3.87% | $482M | 1,222,035 | Added |
| FabrinetFN | 3.36% | $419M | 744,765 | Added |
| SitimeSITM | 3.36% | $418M | 560,701 | Trimmed |
| JfrogFROG | 3.25% | $405M | 4,458,423 | Trimmed |
| Macom Tech Solutions Hldgs I | 3.02% | $376M | 988,785 | Held |
| Viavi SolutionsVIAV | 2.64% | $328M | 6,875,942 | Added |
| Lam ResearchLRCX | 2.58% | $322M | 742,638 | Trimmed |
| Taiwan Semiconductor ManufacturingTSM | 2.26% | $282M | 589,911 | Trimmed |
| CarvanaCVNA | 2.25% | $281M | 4,267,080 | Added |
| Meta PlatformsMETA | 2.06% | $257M | 455,982 | Trimmed |
| Western DigitalWDC | 2.06% | $256M | 400,687 | Trimmed |
| ApplovinAPP | 1.91% | $238M | 461,611 | Trimmed |
| SnowflakeSNOW | 1.81% | $225M | 884,691 | New |
| TwilioTWLO | 1.36% | $170M | 821,768 | New |
| Seagate Technology Hldngs Pl | 1.15% | $143M | 148,543 | Held |
| KlaviyoKVYO | 0.67% | $83M | 5,528,166 | Trimmed |
| NVIDIANVDA | 0.61% | $75M | 377,204 | Trimmed |
| MongoDBMDB | 0.61% | $75M | 224,648 | Held |
| ImpinjPI | 0.47% | $58M | 405,244 | Held |
| DuolingoDUOL | 0.44% | $54M | 471,764 | Held |
| IntelINTC | 0.29% | $36M | 259,903 | New |
| AppleAAPL | 0.23% | $29M | 99,766 | Added |
| SPACE EXPLORATION TECHNOLOGIES CORPSPCX | 0.21% | $26M | 152,517 | New |
| BroadcomAVGO | 0.18% | $23M | 59,780 | Trimmed |
| Cerebras SystemsCBRS | 0.09% | $11M | 50,696 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Alex Sacerdote own?
In the Q2 2026 13F, Whale Rock Capital Management reported 35 US stock positions worth $12.5B. The largest: Sandisk (SNDK) 10.9%, Advanced Micro Devices (AMD) 7.0%, Alphabet (GOOGL) 6.9%, TTM Technologies (TTMI) 6.4%, Astera Labs (ALAB) 6.1%.
What did Alex Sacerdote buy last quarter?
In Q2 2026: new position in Astera Labs (ALAB); new position in Snowflake (SNOW); new position in Twilio (TWLO); added to Advanced Micro Devices (AMD); added to TTM Technologies (TTMI); added to Amazon.com (AMZN).
What did Alex Sacerdote sell last quarter?
In Q2 2026: cut Sandisk (SNDK); cut Alphabet (GOOGL); cut Corning (GLW).
When is Alex Sacerdote's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.