---
name: Copy Whale Rock Capital
kind: hedgecopy-fund
cik: 0001387322
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Whale Rock Capital (13F follow-the-filing)

Whale Rock Capital files a 13F-HR with the SEC each quarter (CIK 0001387322). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +56.0% vs SPY +22.9% (alpha +33.0%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +45.1% vs SPY +17.3%
- Follow-the-filing TTM: +34.2% vs SPY +16.2% (alpha +18.0%)
- Quarters of history: 17; average coverage 90%; flags: none

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 10.9% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 7.0% |
| 3 | GOOGL | ALPHABET INC | 6.9% |
| 4 | TTMI | TTM TECHNOLOGIES INC | 6.4% |
| 5 | ALAB | ASTERA LABS INC | 6.1% |
| 6 | AMZN | AMAZON COM INC | 4.7% |
| 7 | GLW | CORNING INC | 4.6% |
| 8 | MKSI | MKS INC. | 4.5% |
| 9 | CLS | CELESTICA INC | 4.3% |
| 10 | BE | BLOOM ENERGY CORP | 3.9% |
| 11 | COHR | COHERENT CORP | 3.9% |
| 12 | — | FABRINET | 3.4% |
| 13 | SITM | SITIME CORP | 3.4% |
| 14 | — | JFROG LTD | 3.3% |
| 15 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 3.0% |
| 16 | VIAV | VIAVI SOLUTIONS INC | 2.6% |
| 17 | LRCX | LAM RESEARCH CORP | 2.6% |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.3% |
| 19 | CVNA | CARVANA CO | 2.3% |
| 20 | META | META PLATFORMS INC | 2.1% |

## About the fund

Whale Rock Capital Management is a Boston-based, SEC-registered investment adviser founded in 2006. The firm specializes in global technology, media, and telecommunications (TMT) sectors, managing a variety of investment vehicles including hedge funds, long-only, and hybrid strategies.

- Strategy: Technology-focused, fundamental, research-driven long/short equity and hybrid strategies.
- Type: Long/short equity, Tech-focused
- Founders: Alex Sacerdote
- Key people: Alex Sacerdote (CEO, Owner, Managing Member); Robert Edward Finneran (Chief Financial Officer); James Gaddis Houghtlin (General Counsel); Kristy Sott Kennedy (Chief Operating Officer); Kendell Victoria Benz (Chief Compliance Officer)
- Founded 2006 · HQ Boston, United States
- Reported AUM: $13.0bn (as of 2026-06-02)
- Website: https://whalerockcapital.com/

### Approach
Whale Rock employs a fundamental, research-driven approach to identify technological, social, and economic trends that drive significant product cycles and industry inflection points. The firm uses an S-Curve framework to assess market opportunities, competitive advantages, and potential valuation. It focuses on TMT sectors, seeking companies with strong business models and underappreciated earnings power for long positions, while identifying companies with weak models or over-hyped opportunities for short positions.

### History
Whale Rock Capital Management was founded by Alex Sacerdote in 2006. The firm has grown into a technology-focused investment manager, navigating periods of significant market volatility and performance fluctuations, including a notable turnaround following losses in 2021 and 2022. It operates out of Boston and manages various investment vehicles including flagship, long-only, hybrid, and megacap funds.

### Notable positions / campaigns
- Nvidia (2022): Initiated position in Q4 2022; became the firm's largest long by March 2024.
- Amazon (2015): Initial investment made in 2015; became second-largest long by Q1 2024.
- Meta Platforms (2022): Initiated position in Q3 2022; became third-largest long.
- Super Micro Computer (2023): Significant gains reported in 2023; position liquidated in Q1 2024.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001387322"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.