Whale Rock Capital Management has met the qualifications for inclusion in our WhaleScore system. If you're happy with cookies click proceed. Whale Rock will endeavor to honor customers requests unless such a request conflicts with certain lawful exemptions under the CCPA. Whale Rock Capital Management Portfolio | Alex Sacerdote 13F Whale Rock Capital Management is based out of Boston. WebWhale Rock Capital Management is a hedge fund with 14 clients and discretionary assets under management (AUM) of $20,854,112,538 (Form ADV from 2022-03-31). Relative to the number of outstanding shares of Microsoft, Whale Rock Capital Management owns more than approximately 0.1% of the company. How has the former analyst and sector portfolio manager at Fidelity Investments vastly outperformed most other tech managers since setting up Whale Rock in 2006? Share Tweet Email Page 1 of 5 Alex Sacerdote's $13 billion Whale Rock has joined the growing list of tech-focused funds showing double-digit losses for the first quarter. The firm was the lead investor of Brazilian start-up Flash's $100 million round last month, and was a part of fintech Cross River's $620 million fundraise at the end of March. It currently manages a total of eight. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Whale Rock Capitals portfolio was worth $15 billion by the second quarter of this year, and it consisted of investments made in 77 different companies. This Site is offered and available to users who are 18 years of age or older and reside in the United States or any of its territories or possessions. Again from the funds ADV: On the short side, we look for companies that will be negatively impacted by these trends and also have some of the following characteristics: weak business models, deteriorating competitive positions, unreasonable valuations (although this is rarely sufficient in its own right), over-hyped business opportunities and poor management. Whale Rock uses a, Of course, all current and potential clients should be aware that no investment strategy can guarantee against, Fees at Whale Rock include fees based on AUM, or assets under management, plus. Growth Hedge Funds Suffer Worst Rout in Years. If you do not agree to the Terms, you must not access the Site. Whale Rock Capital Management LLC Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. 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We may also collect the URL of the website visited immediately before coming to the Site. Currently, Whale Rock Capital Management's portfolio is worth at least $3.37 billion. The unauthorized use of any material on the Whale Rock website may violate numerous statutes, regulations and laws, including, but not limited to, copyright, trademark, trade secret or patent laws. BOSTON, MA Your California Privacy Rights: Bloomberg Terminal. matches you with financial advisors in just five minutes. TO THE FULLEST EXTENT PROVIDED BY LAW, THE COMPANY HEREBY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, AND FITNESS FOR PARTICULAR PURPOSE. How do I update this listing? For European residents, this Privacy Policy describes the basis on which we process personal data and for what purposes, a summary of the privacy rights under applicable European privacy laws, including the General Data Protection Regulation, and other UK and European data privacy laws (the European Data Privacy Laws) and how we protect personal data. The founder, principal owner and managing member ofWhale Rock is Alexander Sacerdote, who is also its current CEO. Whale Rock Capitals returns have been hard to beat. To learn how Google Analytics collects and processes data, please visit: How Google uses data when you use our partners sites or apps located at www.google.com/policies/privacy/partners. Whale Rock Capital Management's largest holding is Netflix Inc with shares held of 899,506. Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research, Whale Rock Capital Management LLC is an investment management firm with more than $15billion in assets under management (AUM). Sometimes understanding the S-curve can help you time your exit as well. . Back in 2013, Bloomberg ran a profile of Brad Gerstner's Altimeter Capital that described the up-and-coming hedge fund manager as an adventurer -- an amateur pilot and heli-skier who hangs out with big-time CEOs at Burning Man. Assessment of information security risks on an ongoing basis; Here are the 10 most popular hedge fund managers in WhaleWisdom. Whale Rock Capital Management: Employee Directory Several big-name tech investors, such as Tiger Global and Coatue, also lost money in the quarter.