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Alex Sacerdote
WHALE ROCK CAPITAL MANAGEMENT LLC
Latest filing: 2026-03-31
Alex Sacerdote runs WHALE ROCK CAPITAL MANAGEMENT LLC and currently holds 35 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $7.74B. Their top holdings are GOOGL, SNDK, CLS, AMZN, TTMI. The top five represent 31.3% of reported portfolio weight. Alex Sacerdote ranks #57 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Alex Sacerdote initiated 9 new positions. They added to 9 existing positions. They trimmed 17 positions. Their current best-performing preview position is SNDK with returns of +167.65%.
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35 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET INC | 9.92% | $276.95 | $334.66 | +20.84% | Added +27.17% |
 SNDK SANDISK CORP | 6.56% | $237.38 | $1,026.03 | +332.23% | Trimmed -20.33% |
 CLS CELESTICA INC | 5.52% | $59.96 | $332.60 | +454.70% | Trimmed -19.35% |
 AMZN AMAZON COM INC | 4.89% | $189.92 | $228.04 | +20.07% | Trimmed -2.07% |
 TTMI TTM TECHNOLOGIES INC | 4.42% | $55.71 | $103.35 | +85.51% | Trimmed -17.81% |
 AEIS ADVANCED ENERGY INDS | 4.26% | $322.71 | $258.04 | -20.04% | New Buy |
 FN FABRINET | 4.12% | $208.41 | $421.96 | +102.47% | Trimmed -0.78% |
 GLW CORNING INC | 4.03% | $61.45 | $126.82 | +106.38% | Trimmed -13.95% |
 MKSI MKS INC. | 3.88% | $229.81 | $267.67 | +16.47% | New Buy |
 META META PLATFORMS INC | 3.79% | $330.80 | $589.13 | +78.09% | Added +9.12% |
Showing 1-10 of 35