Whale Rock Capital buys Alibaba, exits Alphabet, Apple; Tesla stakes increases, Microsoft slashed
Nov. 17, 2020 1:49 PM ETAAPL, GOOG, MSFT, CRUS, TSM, TSLA, META, BABA, SQ, DOCU, NET, PTON, ZM, FSLYBy: SA News Team - Alex Sacerdote's Whale Rock Capital Management reported total fund portfolio value of $3.19B, as per its recent 13F filing.
- Notable buys include Alibaba Group (NYSE:BABA), Taiwan Semiconductor Manufacturing (NYSE:TSM) and Cirrus Logic (NASDAQ:CRUS).
- Docusign (NASDAQ:DOCU), Alphabet (NASDAQ:GOOG), Apple (NASDAQ:AAPL) and Cloudflare (NYSE:NET) are among the quarter exits.
- Stakes were increased in Tesla Motors (NASDAQ:TSLA), Fastly (NYSE:FSLY), Facebook (NASDAQ:FB) and Pelonton Interactive (NASDAQ:PTON).
- The fund trimmed stakes in Zoom Video Communications (NASDAQ:ZM), Microsoft (NASDAQ:MSFT) and Square (NYSE:SQ).