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EMEA +44 20 7330 7500. Tiger Global, headed by longtime industry darling Chase Coleman, fell particularly hard, posting a shocking 34% drop for the first quarter. Whale Rock Capital $13 billion Whale Rock lost more than 25% for the quarter in its public-only portfolio. A full description of all fees, expenses and compensation will be included in detail in each set of offering materials or agreements. We may also use non-personal or aggregated information for statistical analysis, research, and other purposes. The Boston-based firm focuses on technology, media and telecommunications investments and has seen assets climb by roughly $1 billion this year, amid strong returns and an inflow of fresh money. While investors party like its 1999, Insiders are selling stock like theres no tomorrow. This Privacy Policy also addresses how Whale Rock complies with Massachusetts and California data security and consumer privacy regulations. Web beacons are tiny graphic images that are used to collect information about a visit to the Site, such as the pages a visitor views and the features used, as well as information about whether they open and/or act upon one of our emails. That said, as an SEC-registered investment manager, the firm is legally obligated to uphold its, and work in clients best interests at all times. Like many websites, we analyze how visitors use our Site through what is known as cookie technology. Emphasis is put on balance sheet and cash flow analysis, particularly when free cash flow is significantly lower than net income. Everything in this blog is meant for educational and informational purposes only. Quickly find out what the most recently closed or increased positions are. An equal-weighted portfolio of Whale Rocks top ten long 13F positions, rebalanced quarterly, has averaged a 17.30% annual return since the funds inception in 2006. The firm is run by former Fidelity Investments portfolio manager Alex Sacerdote with a handful of analysts and has largely stayed out of the $3 trillion hedge fund industrys limelight since its launch in 2006. Do your own research before investing and dont risk more than you can afford to lose. Transactions, account balances, account history, and transactions with us, affiliates or third parties. The firm's hybrid strategy which holds the bulk of the firm's assets did not perform as badly, though it still fell 21.9% in the first quarter after losing 5.4% in March. You must not reproduce, distribute, modify, create derivative works of, publicly display, publicly perform, republish, download, store, or transmit any of the material on our Site, except as follows: The fund focuses on investments in the United States as Whale Rock Surges with Winning Bets on Amazon, Microsoft, The Flight to Crypto Quality: Risk Management at Center Stage, Modern Slavery Act Transparency Statement. From Whale Rocks ADV: We seek to identify technological, social and economic trends that generate significant product cycles and industry inflection points and then analyze the sub-sectors and/or companies with the most exposure (both positive and negative) to these trends. Ault Global disclosed a 9.96% position in NTN Buzztime. NEITHER THE COMPANY NOR ANY PERSON ASSOCIATED WITH THE COMPANY MAKES ANY WARRANTY OR REPRESENTATION WITH RESPECT TO THE COMPLETENESS, SECURITY, RELIABILITY, QUALITY, ACCURACY, OR AVAILABILITY OF THE WEBSITE. As of 8th August 2022, Whale Rock Capital Managements top holding is 1,439,857 shares of Microsoft currently worth over $370 million and making up 11.0% of the portfolio value. Portfolio Manager, Ashler Capital at Citadel . The Boston-based firm focuses on technology, media and telecommunications investments and has seen assets climb by roughly $1 billion this year, amid strong returns and an inflow of fresh money. Industrial Alliance Investment Management, Stocks and cryptocurrency portfolio tracker. the total portfolio value. In addition to investing in companies that benefit from the identified trends, we are often attracted to other investment attributes, such as: turnarounds, management changes, value creating acquisitions, shareholder friendly capital structure actions, such as stock buybacks, and prudent use of leverage. We only use such information to evaluate usage of the Site and improve performance and customer services and to protect the security and integrity of the Site and our business, such as preventing fraud, hacking, and other criminal activity or to meet legal obligations. That said, as an SEC-registered investment manager, the firm is legally obligated to uphold itsfiduciary dutyand work in clients best interests at all times. (Reporting by Svea Herbst-Bayliss; Editing by Bernadette Baum). to see more advanced email alert options such as selecting any type of Modify copies of any materials from this Site. Two International Place, 24th FL The inflection point not only creates incredible unit growth, but it also reduces risk because one of the biggest drivers of tech company failures is faltering demand or demand well below expectations. Whale Rocks decision to turn away potential new clients comes as many hedge funds struggle to find profitable investment ideas and as several prominent managers are returning some or all capital to clients. The average market cap of the portfolio companies is close to $119 billion. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. This content is from: We may also collect the URL of the website visited immediately before coming to the Site. Whale Rock Capital Management's largest holding is Netflix Inc with shares held of 899,506. Whale Rock Capital Managements portfolio is diversified across 6 sectors. Whale Rock Capital Management is poised to post the biggest loss in its 16-year history.The hedge fund firm headed by Alex Sacerdote is the latest TMT fund to surge and build a huge amount of assets during the FAANG boom, only to surrender a chunk of its gains in less. It's unclear what dragged the manager down last year. Red Rock Capital Whale Rock complies with the California Consumer Privacy Act of 2018 (CCPA) by providing California residents with the following rights with respect to their personal information: The right to know what personal information Whale Rock has collected, used, disclosed and sold. Cloning Carl Icahn 13Fs would have generated a 15.09% annual return since 2001. Users are expected to check this page each time you access this Site so you are aware of any changes, as they are binding. If you have any questions about this Privacy Notice or to request a copy of this Privacy Notice in another format, call (617) 502-9909 or email james@whalerockcapital.com. Growth Stocks to Buy According to Alex Sacerdote Whale Rock Capital Management is poised to post the biggest loss in its 16-year history.The hedge fund firm headed by Alex Sacerdote is the latest TMT fund to But that strategy may hurt them this year, as many privately held tech companies have struggled. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). The firm serves as investment manager to its funds according to separate investment management agreements between each fund and Whale Rock. The current portfolio value is Hedge fund Whale Rock stops taking in new money amid strong Sharing of personal information: Distribution and use of this material are governed by for Q4 2022: commodity pool operator or commodity trading advisor, Percentage of assets under management,Performance-based fees. Whale Rock Extends Losses | Institutional Investor The firm's public-only fund fell 19.2% for the year after losing 11% in December. When it comes to creating wealth by investing in TMT, Whale Rock Capitals returns are in a league of their own. Since inception in 2006, Whale Rock has invested globally with a focus on the Technology, Media and Telecom sectors. Delete or alter any copyright, trademark, or other proprietary rights notices from copies of materials from this Site. About : whalerock Whale Rock's decision to turn away potential new clients comes as many hedge funds struggle to find profitable investment ideas and as several prominent managers are returning some or all capital to clients. Still there is a back door way to profit from Sacerdotes prescient moves follow the quarterly 13F filings of Whale Rock. Hedge Fund 70.6% of the portfolio companies Whale Rock Capital Management LLC is an investment management firm with more than $15billion in assets under management (AUM). Bloomberg Terminal. This Privacy Policy applies to the processing of personal information to process and administer Whale Rocks customers business needs and to ensure that we are satisfying their financial needs. To exercise any of these rights, customers should send the request to the email below. The founder, principal owner and managing member ofWhale Rock is Alexander Sacerdote, who is also its current CEO. Over the last five years, the firm has returned an average 21 percent a year. We may also use web beacons on the Site and in our emails. WebWhale Rock Capital Management LLC is an Investment Adviser based in Boston. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. It's public-only portfolio, documents show, fell 11% in December and brought that strategy's yearly losses to 19.2%. Whale Rock Capital Management Investment Philosophy. If any special categories of personal data (as defined under the European Data Privacy Laws) have been provided to Whale Rock to enable us to respond to certain requests such as access requests or scheduling of meetings or similar requirements, Whale Rock does so with consent and/or on the grounds of legal necessity. https://www.linkedin.com/company/whale-rock-capital-management-llc/ You are responsible for implementing sufficient procedures and checkpoints to satisfy your particular requirements for anti-virus protection and accuracy of data input and output, and for maintaining a means external to our Site for any reconstruction of any lost data. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. Electronic safeguards including firewalls for server database protection, passwords for computer login, and limited access to the computer room. Hedge Fund Losses Mount at Tiger Global, Whale Rock Stay up to date with what you want to know. TO THE FULLEST EXTENT PROVIDED BY LAW, IN NO EVENT WILL WHALE ROCK, ITS AFFILIATES, OR THEIR LICENSORS, SERVICE PROVIDERS, EMPLOYEES, AGENTS, OFFICERS, OR DIRECTORS BE LIABLE FOR DAMAGES OF ANY KIND, UNDER ANY LEGAL THEORY, ARISING OUT OF OR IN CONNECTION WITH YOUR USE, OR INABILITY TO USE, THE WEBSITE, ANY WEBSITES LINKED TO IT, ANY CONTENT ON THE WEBSITE OR SUCH OTHER WEBSITES, INCLUDING ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO, PERSONAL INJURY, PAIN AND SUFFERING, EMOTIONAL DISTRESS, LOSS OF REVENUE, LOSS OF PROFITS, LOSS OF BUSINESS OR ANTICIPATED SAVINGS, LOSS OF USE, LOSS OF GOODWILL, LOSS OF DATA, AND WHETHER CAUSED BY TORT (INCLUDING NEGLIGENCE), BREACH OF CONTRACT, OR OTHERWISE, EVEN IF FORESEEABLE. I do not have a business relationship with any company whose stock is mentioned in this article. Relative to the number of outstanding shares of Microsoft, Whale Rock Capital Management owns more than approximately 0.1% of the company. WebWhale Rock Capital Management is an investment firm that focuses on the technology, media, and telecom sectors. You must have a subscription to view WhaleScore histories. Copyright 2023 Whale Rock Capital Management LLC. These concentrated tech investors have both augmented and protected their returns with an increased allocation toward private companies especially late-stage tech companies in recent years. The firm currently employs14 advisors. WebWhale Rock Capital Management LLC The Company offers portfolio management, fundamental research, strategies, investment advisory, consulting, and financial planning Whale Rock has increased its bets on private stocks, similar to other tech-focused hedge funds. Whether you are an accredited or sophisticated investor or not, it never hurts to consult a professional to make sure you're doing everything you can tomanage your finances so that they can work for you. Alt Turnover is calculated by taking either the total MV of new purchases or for WHALE ROCK CAPITAL MANAGEMENT LLC, Top 20 equal-weighted holdings. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. It sold the previously owned 3,524,359 shares for $941 million. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. We only share such information with our service providers to perform a business, professional or technical support function for us. These may be waived or reduced with respect to particular investors. Stock. This includes: The investment fund also strengthened its position in Microsoft by buying The investment objective of the Whale Rock funds is to provide consistently excellent and risk-adjusted returns. Best large hedge funds to clone?WhaleRock, SCGE and Dragoneer lead the pack. On the other hand, there are companies that Whale Rock Capital Management is getting rid of from its portfolio. Whale Rock's overall strategyseeks to identify technological, social and economic trends that are advantageous to the investment process. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. You may store files that are automatically cached by your Web browser for display enhancement purposes. The Site and its entire contents, features, and functionality (including but not limited to all information, software, text, displays, images, video, and audio, and the design, selection, and arrangement thereof), are owned by Whale Rock, its licensors, or other providers of such material and are protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property or proprietary rights laws. CAT ROCK CAPITAL MANAGEMENT LP ? Exercise of these rights will have no adverse effect on the price and quality of Whale Rocks services. Whale Rocks focus is the technology, media and telecom (TMT)sector. Manage Products and Account Information. These procedures include: Designation of one or more individuals responsible for maintaining and monitoring the information security program; Registration with the SEC as an Investment Advisor does not imply any level of skill or training. Subscribe to WhaleWisdom to view all filing data Sacerdote also invests in short positions within the Whale Rock portfolio. If a visitor chooses, they can set their browser to reject cookies or they can manually delete individual cookies or all of the cookies on their computer by following their browsers help file directions. Financial data including assets, transactions and income information. Whale Rock Investors in the funds include high-net-worth individuals, trusts, foundations, endowments, charitable organizations, pension plans, corporations, funds of funds and other domestic and international institutional investors. $3.37 billion and $3.37 billion respectively. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Dead whale sparks concerns in Cape Breton. Relative to the number of outstanding shares of Microsoft, Whale Rock Capital Management owns more than approximately 0.1% of the company. The genius behind Whale Rock is Alexander Sacerdote, the companys founder, principal owner and portfolio manager. Physical safeguards including restricted elevator access to its offices and full-time staffed reception desk to check people who arrive at the office. Sacerdote is definitely not a household name, but deserves to be mentioned among the elite fund managers working today. Once significant trends and inflection points are identified, we look for companies whose sales and profits will benefit from these trends and that have at least some of the following characteristics: strong business models and competitive advantages, underappreciated earnings power, reasonable valuations and good management.. 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 WEBSITE, ITS CONTENT, AND ANY SERVICES OR ITEMS OBTAINED THROUGH THE WEBSITE ARE PROVIDED ON AN AS IS AND AS AVAILABLE BASIS, WITHOUT ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. We may use Google Analytics to evaluate use of the Site for our internal purposes such as evaluating usages of the Site. The performance allocation usually ranges from 15% to 20% of a fund's realized or unrealized net profit or capital appreciation (i.e. Of course, 13F filings do not disclose the short holdings of funds, so anyone replicating the 13F investments of Whale Rock is not benefiting from the managers short ideas. Change in Shares. Is a crash imminent? for a sense of how much a particular investment might be worth as well as its growth over time. Each person using the Whale Rock Capital Management, LLC (Whale Rock) website (Site) (a User or you) expressly agrees to the following Terms of Use. All investing involves risk, including loss of principal. Alex Sacerdotes Whale Rock Capital Management shuffled its deck of tech stocks during the third quarter, dumping one of its largest holdings and adding a stake in Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. In the first 11 months of 2017, the fund returned 38.9 percent, far outpacing the average hedge fund's 7.6 percent gain through November. Equal-WTWhaleScore 2.0 Accordingly, our investment strategy is generally expected to be longer-term in nature. Nothing on the public portion of the Site is an offer to sell securities or a solicitation of an offer to buy securities. Here are the 10 most popular hedge fund managers in WhaleWisdom. Restricting access to customer information to those required to have access to service customer needs. 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. Premium. 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. The two most similar investment funds to Whale Rock Capital Management are First Hawaiian Bank and Junto Capital Management L.P.. It's important to understand that hedge funds are often complex, loosely regulated investments and therefore only accessible to accredited investors. 729,061 shares of Monolithic Pwr Sys Inc worth $280 million, Monolithic Pwr Sys Inc and bought 729,061 shares worth $280 million, Microsoft total 1,439,857 shares worth $370 million. Whale Rock Capital Management Fund Performance History It appears the firm's short book lost significant money since its long-only public-private strategy was up just over 1% for the year, according to a source close to the firm. Investors such as Tiger Global and Coatue also lost money for the quarter, as previously reported by Bloomberg. In addition, Whale Rock may, with consent if legally required under the European Data Privacy Rights, process personal information in order to communicate with the customers for marketing purposes. Asia Pacific +65 6212 1000. Microsoft dropped approximately 0.1% in the past year. The flagship at $9 billion Whale Rock, which focuses on technology, media and telecommunications, jumped 6.2%, extending this years returns to 47%. 14,689 additional shares. are based in the United States. The source of this personal information is usually our customers (directly or on their behalf by service providers or agents), recorded calls and from the following documents: Information provided to Whale Rock, such as on applications, questionnaires, contracts, or other forms. Bloomberg Law. I or my associates may hold positions in the stocks discussed. WebThe regulations of the Commodity Futures Trading Commission require that prospective clients of a CTA receive a disclosure document at or prior to the time an advisory 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. Ownership History. WITHOUT LIMITING THE FOREGOING, NEITHER WHALE ROCK NOR ANYONE ASSOCIATED WITH THE COMPANY REPRESENTS OR WARRANTS THAT THE WEBSITE, ITS CONTENT, OR ANY SERVICES OR ITEMS OBTAINED THROUGH THE WEBSITE WILL BE ACCURATE, RELIABLE, ERROR-FREE, OR UNINTERRUPTED, THAT DEFECTS WILL BE CORRECTED, THAT OUR SITE OR THE SERVER THAT MAKES IT AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS, OR THAT THE WEBSITE OR ANY SERVICES OR ITEMS OBTAINED THROUGH THE WEBSITE WILL OTHERWISE MEET YOUR NEEDS OR EXPECTATIONS. Its primary purpose is to sponsor and manage pooled investment vehicles. Find 13F, 13D, insider transactions and more. How do I update this listing? Whale Rock Capital Management: Employee Directory Login. Access to the Site may not be legal by certain persons or in certain countries. These terms permit you to use the Site for your personal or internal business use only. WebSubscribe to WhaleWisdom to view all filing data for MELVIN CAPITAL MANAGEMENT LP Portfolio Performance Top 20 equal-weighted holdings. Fees at Whale Rock include fees based on AUM, or assets under management, plusperformance-based fees. This review was produced by SmartAsset based on publicly available information. The majority of the companies in the funds portfolio are large-cap stocks. Whale 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). This is not an offer to buy or sell any security or interest. According to the last 13-F report filed with the SEC, Alex Sacerdote serves as the Authorized Person at Whale Rock Capital Management. For non-personal use or to order multiple copies, please contact increase in value). Whale Rock, and the logos and marks included on the Whale Rock website that identify Whale Rock services and products are proprietary materials. 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. Microsoft dropped approximately 0.1% in the past year. The funds 10-year annualized performance of 25.57% is #2 among all funds in the WhaleWisdom.com database. In addition, we may collect information about browsing behavior, such as the date and time they visit the Site, the areas or pages of the Site that they visit, the amount of time they spend viewing the Site, the number of times they return to the Site and other clickstream data. 44% of the total holdings value. Whale Rock Capital Management is an investment fund managing more than $3.37 billion ran by Alex Sacerdote.

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