Whale Rock Capital Q2 2026 13F: largest position changesWhale Rock Capital 2026年Q2 13F：重点持仓变化

📊 13F持仓｜Whale Rock Capital

截至2026年6月30日｜美股多头市值 $12.5B

重点增持

• 加仓 +2081%｜超威半导体 (AMD)｜期末 $877M

• 加仓 +20%｜TTM科技 (TTMI)｜期末 $791M

• 新建｜Astera Labs, Inc. Common Stock (ALAB)｜期末 $757M

重点减持

• 清仓｜先进能源工业公司 (AEIS)｜上季 $330M

• 减仓 -11%｜脸书 (META)｜期末 $293M

• 减仓 -34%｜AppLovin Corporation (APP)｜期末 $277M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Whale Rock Capital

as of 2026-06-30 | reported long value $12.5B

Largest additions

• Shares +2081% | Advanced Micro Devices, Inc. (AMD) | quarter-end $877M

• Shares +20% | TTM Technologies, Inc. (TTMI) | quarter-end $791M

• New | Astera Labs, Inc. Common Stock (ALAB) | quarter-end $757M

Largest reductions

• Exited | Advanced Energy Industries, Inc. (AEIS) | prior-quarter $330M

• Shares -11% | Facebook (META) | quarter-end $293M

• Shares -34% | AppLovin Corporation (APP) | quarter-end $277M

Note: 13F is a delayed quarter-end holdings snapshot.