WHALE ROCK CAPITAL Overview
Whale Rock Capital Management is a hedge fund that manages 1.5 BN dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 06/31/18. The fund's latest filing disclosed 3BN in positions, representing 234% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 06/31/18. The fund's latest filing disclosed 3BN in positions, representing 234% of the manager's regulatory AUM.
WHALE ROCK CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WHALE ROCK CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 8.62% | Cons. Disc. | 11.74% | 0.29% | 0 | 40% | ||
| NFLX | 7.52% | Cons. Disc. | -9.29% | -1.43% | 0 | 21% | ||
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FEATURED IN
WHALE ROCK CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Alexander C. Sacerdote | Ceo, Managing Member | April-2006 |
| Brian P. Falahee | Cfo - Chief Compliance Officer | July-2007 |
WHALE ROCK CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
WHALE ROCK CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Strategy - We serve as the investment manager to the Flagship Funds pursuant to separate investment
management agreements between each Fund and Whale Rock Capital. The investment objective of the Flagship Funds is to provide consistently superior, risk adjusted returns. The strategy will seek to achieve this objective primarily by investing both long and short in equity securities and related instruments of publicly traded issuers, with a focus on issuers in the technology, media and telecommunication sectors, although the Funds will invest outside of these sectors opportunistically. The Funds will seek to invest in securities of companies located around the world, but generally intends to have a majority of investors in United States issues.
Whale Rock Capital utilizes a fundamental, research driven approach and a disciplined investment process. We seek to identify technological,...
Unlock Full Investment Process Description
Strategy - We serve as the investment manager to the Flagship Funds pursuant to separate investment
management agreements between each Fund and Whale Rock Capital. The investment objective of the Flagship Funds is to provide consistently superior, risk adjusted returns. The strategy will seek to achieve this objective primarily by investing both long and short in equity securities and related instruments of publicly traded issuers, with a focus on issuers in the technology, media and telecommunication sectors, although the Funds will invest outside of these sectors opportunistically. The Funds will seek to invest in securities of companies located around the world, but generally intends to have a majority of investors in United States issues.
Whale Rock Capital utilizes a fundamental, research driven approach and a disciplined investment process. We seek to identify technological,...
Unlock Full Investment Process Description
WHALE ROCK CAPITAL Portfolio Concentration
WHALE ROCK CAPITAL Location
TWO INTERNATIONAL PLACE
24TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110
24TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110
WHALE ROCK CAPITAL Contact Information
Phone Number: 617-502-9900
Fax Number: 617-502-9911
Website: http://www.whalerockcapital.com
Fax Number: 617-502-9911
Website: http://www.whalerockcapital.com
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