Alex Sacerdote - Whale Rock Capital Management 13F Activity & Position Changes (Q2 2013)
According to the SEC 13F filed on Aug 14, 2026, the Whale Rock Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2013. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2013, the filing reported:
New Buys - ASML Holding N.V. - New York Re, Commvault Systems, Inc., eBay Inc., EPAM Systems, Inc., Mastercard Incorporated, and 7 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 12 of 12 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2013
|
ASML
ASML Holding N.V. - New York Re
|
Buy - Position Entry |
+221,590
|
|
Q2 2013
|
CVLT
Commvault Systems, Inc.
|
Buy - Position Entry |
+66,939
|
|
Q2 2013
|
EBAY
eBay Inc.
|
Buy - Position Entry |
+152,465
|
|
Q2 2013
|
EPAM
EPAM Systems, Inc.
|
Buy - Position Entry |
+84,486
|
|
Q2 2013
|
MA
Mastercard Incorporated
|
Buy - Position Entry |
+13,967
|
|
Q2 2013
|
MELI
MercadoLibre, Inc.
|
Buy - Position Entry |
+107,884
|
|
Q2 2013
|
MLCO
Melco Resorts & Entertainment L
|
Buy - Position Entry |
+932,506
|
|
Q2 2013
|
MU
Micron Technology, Inc.
|
Buy - Position Entry |
+666,880
|
|
Q2 2013
|
NFLX
Netflix, Inc.
|
Buy - Position Entry |
+60,595
|
|
Q2 2013
|
SPLKCHF
SPLUNK INC
|
Buy - Position Entry |
+222,414
|
|
Q2 2013
|
TRIP
TripAdvisor, Inc.
|
Buy - Position Entry |
+364,029
|
|
Q2 2013
|
WDAY
Workday, Inc.
|
Buy - Position Entry |
+301,177
|