Cost Basis
Whale Rock Capital
Alex Sacerdote
18 holdings with price data
Est. portfolio value: $7.7BReport date: 2026-03-31Avg ROI: +23.5%
View full 13F →| Ticker | Est. avg cost | Now | ROI |
|---|---|---|---|
| SNDK SANDISK CORP | $504.74 | $1,288.03 | +155.19% |
| BE BLOOM ENERGY CORP- A | $130.83 | $218.32 | +66.87% |
| MKSI MKS INC | $211.37 | $309.98 | +46.65% |
| LRCX LAM RESEARCH CORP | $210.33 | $294.61 | +40.07% |
| TTMI TTM TECHNOLOGIES | $89.93 | $121.21 | +34.78% |
| AMZN Amazon.com Inc | $223.08 | $284.02 | +27.31% |
| COHR COHERENT CORP | $236.03 | $288.14 | +22.08% |
| AVGO Broadcom Inc | $324.01 | $392.23 | +21.05% |
| GOOGL Alphabet Inc | $308.60 | $373.51 | +21.04% |
| MTSI MACOM TECHNOLOGY SOLUTIONS H | $213.10 | $256.10 | +20.18% |
| GLW CORNING INC | $122.83 | $146.64 | +19.38% |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $345.81 | $406.11 | +17.44% |
| CLS CELESTICA INC | $297.38 | $341.91 | +14.98% |
| AEIS ADVANCED ENERGY INDUSTRIES | $282.88 | $296.38 | +4.77% |
| META Meta Platforms Inc | $632.01 | $590.24 | -6.61% |
| CVNA CARVANA CO | $75.97 | $66.13 | -12.96% |
| APP APPLOVIN CORP-CLASS A | $520.37 | $406.16 | -21.95% |
| RBLX ROBLOX CORP -CLASS A | $69.59 | $36.67 | -47.31% |