WR
Whale Rock Capital Management
Alexander (Alex) Sacerdote (founder, CIO)
Tech/TMT specialist that has leaned hard into the AI hardware supply chain — storage, PCBs, optical, and electronics-manufacturing names that feed the data-center buildout.
What to know about this record
- Not open — Not an open-ended vehicle — analysis only, not an available allocation.
- Self-reported — Headline returns are manager- or firm-reported and unaudited.
- Partial 13F — The disclosed book is longs-only and ~45 days lagged — a slice, not the strategy.
Size$19B
TypeHedge fund
Top holdingGOOGL · 9.9%
Positions
Top holdings
10%
78%
GOOGL10%SNDK7%CLS6%Other78%
GOOGLAlphabet
9.9%Top position
SNDKSanDisk
6.6%AI-storage/NAND; top Q1 2026 buy (+~$270M)
CLSCelestica
5.5%AI server / electronics manufacturing
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QAI analysis
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