Clients
Whale Rock Capital Management serves 19 clients. The average client has about $683 million with the firm.
- Pooled investment vehicles19 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 19 | $12,973,494,887 | 100.0% | $682.8M |
| Total | 19 | $12,973,494,887 | 100% | $682.8M |
- Clients
- 19
- Regulatory AUM
- $12,973,494,887
- Share
- 100.0%
- Avg. per client
- $682.8M
Total
- Clients
- 19
- Regulatory AUM
- $12,973,494,887
- Share
- 100%
- Avg. per client
- $682.8M
What it does
Whale Rock Capital Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Whale Rock Capital Management advises 8 private funds.
100.0% of assets ($12.97B across 19 accounts) are managed with discretion. 63% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Whale Rock Capital Management has custody of $4.50B for 5 clients.
- All other custodians$12.97B100%
Ownership and leadership
Alexander Sacerdote owns 75% or more of Whale Rock Capital Management.
- Owns 75% or more of Whale Rock Capital Management LLC
Alexander Sacerdote
Control person · since April 2006
- Owns 10% to 25% of Whale Rock Capital Management LLC
Peter M Sacerdote Investment Partners, L.P.
since April 2006
Leadership
- Robert FinneranChief Financial Officer
- Kristy KennedyChief Operating Officer
- Kendell BenzChief Compliance Officer
- James HoughtlinGeneral Counsel
- Alexander SacerdoteCEO, Owner, Managing Member
Staff
- 31 employees
- 10 in advisory functions
Reported holdings
Whale Rock Capital Management’s reported 13F holdings total $12.46B across 35 positions, and the ten largest make up 59.3% of it.
- $12.46B
- Reported 13F value
- 35
- Positions
- 59.3%
- In the 10 largest
- +60.9%
- Value vs. prior quarter
- Sandisk Corp.10.9%
- Advanced Micro Devices Inc.7.0%
- Alphabet Inc. · Cap Stk CL A6.9%
- Ttm Technologies Inc.6.4%
- Astera Labs Inc.6.1%
- Amazon Com Inc.4.7%
- Corning Inc.4.6%
- Mks Inc..4.5%
- Celestica Inc.4.3%
- Bloom Energy Corp. · Com CL A3.9%
Together, the ten largest are 59.3% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $12.46B is not its $12.97B in regulatory assets and does not represent any individual client's portfolio.
Fees
Whale Rock Capital Management is paid through a percentage of assets under management and performance-based fees.
Whale Rock Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Whale Rock Capital Management has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- Two International Place, 24th Floor, BostonHQ
Registration details
- Legal name
- Whale Rock Capital Management LLC
- Headquarters
- Two International Place, 24th Floor, Boston, MA 02110
- Phone
- 617-502-9900
- Website
- www.whalerockcapital.com
- SEC file
- 801-71470
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Whale Rock Capital Management have?
Whale Rock Capital Management has 19 clients and manages $13 billion for them, as of June 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 June 2026
What services does Whale Rock Capital Management offer?
Whale Rock Capital Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Whale Rock Capital Management have?
Whale Rock Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 31 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Whale Rock Capital Management?
Whale Rock Capital Management’s direct owners are Alexander Sacerdote (75% or more) and Peter M Sacerdote Investment Partners, L.P. (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 June 2026
How does Whale Rock Capital Management get paid?
Whale Rock Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file