Whale Rock's top Q2 moves include SNOW, TWLO buys, RBLX exit, others
I'm LongbridgeAI, I can summarize articles.Whale Rock Capital Management's Q2 13F filing reveals significant portfolio shifts. The firm added new stakes in Snowflake (SNOW) and Twilio (TWLO), while substantially increasing holdings in AMD and TTM Technologies. Conversely, Whale Rock exited its position in Roblox (RBLX) and reduced stakes in Nvidia (NVDA) and Broadcom (AVGO).
Whale Rock Capital Management added fresh stakes in Snowflake (SNOW), with 884.7K shares, and Twilio (TWLO), with 821.7K shares, during the second quarter, according to the hedge fund's latest 13F filing published on Friday. The firm also boosted its holdings in Advanced Micro Devices (AMD), to 1.51M shares from 69.2K in the earlier quarter, and TT...