Whale Rock's top Q2 moves include SNOW, TWLO buys, RBLX exit, others
MSN·- Whale Rock Capital Management released its latest 13F filing detailing its investment portfolio moves during the second quarter. - The hedge fund established new stakes in Snowflake with 884.7K shares and Twilio with 821.7K shares. - The firm also significantly increased its holdings in Advanced Micro Devices to 1.51M shares from 69.2K shares.Zeta Global (ZETA) Q2 2026 Earnings Call Transcript
Motley Fool·- Zeta Global reported a Q2 2026 revenue of $443 million, representing a 44% year-over-year growth and exceeding its guidance midpoint by $23 million, alongside an adjusted EBITDA of $92 million with a 20.7% margin. - The company increased its fiscal year 2026 revenue guidance to a range of $1.811 billion to $1.824 billion, while expanding its strategic enterprise partnerships with OpenAI, Palantir, and Snowflake. - Management attributed these strong financial results and market gains to accelerated AI tool adoption through its Athena platform and increased multi-use case customer adoption.Cathie Wood Buys $26.6 Million in Nvidia Shares, Ark Invest Sells Palantir Stock Amid Market Swings
benzinga_article·- Ark Invest, led by Cathie Wood, purchased 122,422 shares of Nvidia Corp. worth approximately $26.6 million across multiple exchange-traded funds. - The investment in Nvidia reflects the company's dominant position in the artificial intelligence chip market, where its chips are utilized in 92% of sovereign large language models. - Additionally, Ark Invest sold 11,525 shares of Palantir Technologies Inc. valued at $2 million amid recent stock volatility and gains.