Price Gap
Whale Rock Capital
Alex Sacerdote
18 holdings with price data
Est. portfolio value: $7.7BReport date: 2026-03-31Days since filing: 82d
View full 13F →| Ticker | At filing | Now | Change | vs filing |
|---|---|---|---|---|
| RBLX ROBLOX CORP -CLASS A | $51.91 | $36.67 | -29.36% | Below filing price |
| AEIS ADVANCED ENERGY INDUSTRIES | $298.29 | $296.38 | -0.64% | Below filing price |
| APP APPLOVIN CORP-CLASS A | $372.08 | $406.16 | +9.16% | Above filing price |
| META Meta Platforms Inc | $536.38 | $590.24 | +10.04% | Above filing price |
| CVNA CARVANA CO | $58.16 | $66.13 | +13.70% | Above filing price |
| GLW CORNING INC | $128.55 | $146.64 | +14.07% | Above filing price |
| MTSI MACOM TECHNOLOGY SOLUTIONS H | $209.49 | $256.10 | +22.25% | Above filing price |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $316.50 | $406.11 | +28.31% | Above filing price |
| COHR COHERENT CORP | $219.65 | $288.14 | +31.18% | Above filing price |
| CLS CELESTICA INC | $257.27 | $341.91 | +32.90% | Above filing price |
| AVGO Broadcom Inc | $293.41 | $392.23 | +33.68% | Above filing price |
| GOOGL Alphabet Inc | $273.50 | $373.51 | +36.57% | Above filing price |
| TTMI TTM TECHNOLOGIES | $88.29 | $121.21 | +37.29% | Above filing price |
| AMZN Amazon.com Inc | $200.95 | $284.02 | +41.34% | Above filing price |
| MKSI MKS INC | $210.47 | $309.98 | +47.28% | Above filing price |
| LRCX LAM RESEARCH CORP | $199.93 | $294.61 | +47.36% | Above filing price |
| BE BLOOM ENERGY CORP- A | $119.51 | $218.32 | +82.68% | Above filing price |
| SNDK SANDISK CORP | $572.50 | $1288.03 | +124.98% | Above filing price |
Approx. 82 days since 13F filing (45-day disclosure lag).