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Whale Rock Capital Management

Tech Focused

Managed by Alex Sacerdote

AUM Tracked

$8.4B

AI Exposure

62.1%

AI vs Non-AI Sector Exposure

AI & Semiconductors33.2%
Other Tech0.0%
$NVDA

24.8%

$POET

2.8%

$MRVL

5.6%

Portfolio Holdings

AI & Tech holdings for Whale Rock Capital Management

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation380,000$474.0M
24.8%
Increased by 65%
$POETAIPOET Technologies620,000$3.5M
2.8%
New Position
$MRVLAIMarvell Technology540,000$44.4M
5.6%
New Position