Whale Rock Capital Adds New Stakes in Netflix, Coupang, and Corning

Whale Rock Capital Management added new stakes in Netflix, Coupang, and Corning during Q2 2025. The hedge fund also boosted its stakes in Nvidia and Broadcom. The firm disclosed its trades in a 13F filing published Thursday.

Whale Rock Capital Management, a prominent hedge fund, has disclosed its latest quarterly holdings in a 13F filing, revealing significant additions to its portfolio. During Q2 2025, the firm took new stakes in Netflix (NASDAQ:NFLX), Coupang (NYSE:CPNG), and Corning (GLW), while also boosting its positions in Nvidia (NVDA) and Broadcom (AVGO).

The 13F filing, published on Thursday, details the hedge fund's increased investments in Netflix with 253.2K shares, Coupang with 1.41M shares, and Corning with 1.88M shares. Additionally, Whale Rock Capital Management has augmented its stakes in Nvidia and Broadcom, though the exact number of shares added is not specified in the filing.

These moves by Whale Rock Capital Management reflect a strategic shift towards technology and consumer-facing companies, indicating confidence in the long-term growth prospects of these sectors. The hedge fund's actions also underscore its belief in the resilience of these companies amidst market volatility.

The latest quarterly report by Whale Rock Capital Management provides valuable insights into its investment strategy and sentiment towards key sectors. As investors and financial professionals, it is essential to monitor such filings to understand the market's dynamics and potential future trends.

References:
[1] https://seekingalpha.com/news/4485741-whale-rock-adds-new-netflix-coupang-stakes-boosts-nvidia-broadcom-in-q2-trades