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Whale Rock Capital Management LLC of 2 International Place, 24th Floor, Boston, MA 02110, US (Whale Rock) and the investment funds for which it serves as investment manager may collect nonpublic information, including personal data as defined under applicable European Data Privacy Laws (defined below), of Whale Rocks customers. divided by the total MV of the fund. If you're looking fortrustedand comprehensivesupport in managing your own finances, consider speaking to a, The firm serves as investment manager to its funds according to separate investment management agreements between each fund and Whale Rock. Sacerdote is definitely not a household name, but deserves to be mentioned among the elite fund managers working today. Your California Privacy Rights: The average market cap of the portfolio companies is close to $119 billion. Where the European Data Privacy Laws apply, the relevant individual whose personal data is processed by Whale Rock has certain rights relating to their personal data in accordance with and subject to the European Data Privacy Laws including to: (i) check whether Whale Rock holds personal data about them and to access such personal data; (ii) request the correction of personal data that is inaccurate; (iii) have a copy of the personal data provided to another data controller (as defined under the European Data Privacy Laws) where technically feasible; (iv) request the erasure of the personal data; and (v) request the restriction of processing the personal data. When adoption gets close to 50%, growth can rapidly decelerate.. Portfolio Manager, Ashler Capital at Citadel . Whale Rock reserves the right to withdraw or amend this Site, and any service or material we provide on the Site, in our sole discretion without notice. The investment fund also strengthened its position in Microsoft by buying The firm currently employs14 advisors. 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. Alex Sacerdotes Sacerdote stopped accepting new capital in December of 2017, Nov. 2018 interview with Graham and Doddsville. No User may use the Site at any time for any purpose that is unlawful or prohibited and shall comply with any applicable local, state, national or international laws or regulations when using this Site. For example, the Flagship Funds and the Hybrid Funds require a minimum investment of $1million. OriginalWhaleScore Its larger hybrid strategy, which also invests in start-ups, fell nearly 22% in the quarter. 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 industry's limelight since its launch in 2006. Subscribe to WhaleWisdom to view all filing data Over the last five years, the firm has returned an average 21 percent a year. The majority of the companies in the funds portfolio are large-cap stocks. The use of such terms and logos and marks without the express written consent of Whale Rock is strictly prohibited. If we change this policy in a material and retroactive manner, we will provide appropriate notice. If you're ready to connect with local advisors, It's never too early - or too late, for that matter - to start investing. 44% of the total holdings value. Two International Place, 24th FL Whale Rock Capital Management LLC is an SEC Registered Investment Adviser based in Boston. We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Long-time Wayfair insider bought $13.6M of W on the open market. Of course, all current and potential clients should be aware that no investment strategy can guarantee againstriskof loss. We may work with service providers that help us track, collect and analyze this information. 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. Earlier this month, John Griffin told clients he was shuttering his $6 billion Blue Ridge Capital after 21 years and John Burbank said he would shutter the flagship fund at his firm Passport Capital. The genius behind Whale Rock is Alexander Sacerdote, the companys founder, principal owner and portfolio manager. All financial companies need to share customers information to run their everyday business. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. One-Time Checkup with a Financial Advisor, Council for Community and Economic Research. All rights reserved. WebHistorical performance of Whale Rock Capital Management, showing the return on investment of the portfolio managed by Alex Sacerdote and comparing it to other hedge Everybody says tech is so unpredictable, but if you understand the way S-curves work, it actually can be quite predictable during certain time periods. Financial data including assets, transactions and income information. You understand that we cannot and do not guarantee or warrant that files available for downloading from the internet or the Site will be free of viruses or other destructive code. When California residents exercise these rights and submit a request, Whale Rock will verify their identity by asking them for their email address, telephone number, and/or information about their account with Whale Rock. Growth Hedge Funds Suffer Worst Rout in Years. The third-largest holding is Intuit Inc worth $264 million and the next is Splunk Inc worth $243 million, with 2,748,086 shares owned. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Market volatility has remained high volatile following Russia's invasion of Ukraine. Previously, Dan was an Associate at Harvard Business Sc hool and also held positions at Citadel, Sirios Capital Management, Bessemer Venture Partners, Monitor Clipper Partners. Whale Rock lost 9% in 2021 in its blended public-private fund, documents show. Its larger hybrid strategy, which also invests in start WebWhale Rock Capital Managements hedge fund lost 15.9% for the month in the share class that invests in public and private companies, following a 9% loss last year, according to a We make no claims that the Site or any of its content is accessible or appropriate outside of the United States. Whale Rocks top investments, according to a regulatory filing, include Canadian e-commerce company Shopify and Chinese e-commerce company Alibaba Group Holding Ltd. Its primary purpose is to sponsor and manage pooled investment vehicles. On the other hand, there are companies that Whale Rock Capital Management is getting rid of from its portfolio. email address below and choose 'Submit'. Best large hedge funds to clone?WhaleRock, SCGE and Dragoneer lead the pack. our Subscriber Agreement and by copyright law. 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. BOSTON, Dec 20 (Reuters) - Whale Rock Capital Management, which has returned nearly 40 percent this year, has stopped accepting new capital after its assets grew to $2.5 billion, a person familiar with the hedge fund's decision said. Investors in the funds include, The investment objective of the Whale Rock funds is to provide consistently excellent and risk-adjusted returns. We may use cookies to: (1) allow them to use the Site without having to re-enter their user name and password; (2) enhance or personalize Site usage; (3) monitor Site usage; (4) manage the Site; and (5) improve the Site and our services. (Reporting by Svea Herbst-Bayliss; Editing by Bernadette Baum), One-third of US nurses plan to quit profession - report, U.S. Treasury encouraged by First Republic resolution, says banking system remains sound. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Average Retirement Savings: How Do You Compare? Like many tech-focused investors, Whale Rock has pumped money into private company stock over the last year, which helped its blended fund avoid the same losses as its public-only portfolio. The founder, principal owner and managing member ofWhale Rock is Alexander Sacerdote, who is also its current CEO. 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. Hedge Fund And over the last year, Whale Rocks 13F holdings have produced a 18.97% return 17th best among hedge funds. Their last reported 13F filing for Q4 2022 included $543,870,263 in managed 13F securities and a top 10 holdings concentration of 96.3%. The firm currently employs14 advisors. Sign-up A cookie is a small text file that is placed on a computer when a visitor accesses the Site and allows us to recognize them each time they visit the Site. Fees at Whale Rock include fees based on AUM, or assets under management, plusperformance-based fees. 87990cbe856818d5eddac44c7b1cdeb8, Continue reading your article witha WSJ subscription, Already a subscriber? 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 Sign up for notifications from Insider! All quotes delayed a minimum of 15 minutes. Several big-name tech investors, such as Tiger Global and Coatue, also lost money in the quarter. Again, it's important to understand that hedge funds are often complex, loosely regulated investments and therefore accessible only toaccredited investors. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Ownership History. Whale Rock Capital Management is based out of Boston. Like many websites, we analyze how visitors use our Site through what is known as cookie technology. 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.. the status and/or eligibility of customers for services offered by Whale Rock and for compliance with tax reporting requirements; (ii) for purposes of reporting to, or communicating with, customers concerning the services offered by Whale Rock and otherwise for fulfilling contractual and pre-contractual steps with customers or other legitimate business activities; (iv) in connection with litigation, investigations, regulatory or governmental enquiries or for other legal or regulatory purposes involving Whale Rock or its affiliates or partners; and (v) for other legitimate business interests. Earlier this month, John Griffin told clients he was shuttering his $6 billion Blue Ridge Capital after 21 years and John Burbank said he would shutter the flagship fund at his firm Passport Capital. YOUR USE OF THE WEBSITE, ITS CONTENT, AND ANY SERVICES OR ITEMS OBTAINED THROUGH THE WEBSITE IS AT YOUR OWN RISK. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Encryption of backup tapes and emails backup tapes and emails containing personal information are encrypted on a prospective basis if it is technically feasible; This will schedule a job to export all requested 13f holdings data for this filer. Manage Products and Account Information. Quickly find out what the most recently closed or increased positions are. 70.6% of the portfolio companies If you are an accredited investor and wish to become a client of Whale Rock Capital Management, you canvisit the firm's websiteor call(617) 502-9900.