Copy portfolio · 13F
‹ PortfoliosWhale Rock (13F)
Alex Sacerdote. Mirrors the latest 13F: long U.S. stock positions weighted by reported market value.
Return over
+0.0%
SPY +0.3% Live
1D
+0.0%
Live
1W
-9.7%
Look-back
1M
-16.1%
Look-back
3M
-14.2%
Look-back
YTD
+114.2%
Look-back
1Y
+153.9%
Look-back
Incep.
-0.0%
Live
"Live" counts from inception; "look-back" holds today's weights over the period (hypothetical).
Inception 2026-10-19Prices as of 2026-10-2035 holdings
Filing: 13F-HR filed 2026-08-14 for quarter ending 2026-06-30. 13F data is delayed up to 45 days after quarter-end and shows long U.S. stock positions only (options and shorts are excluded).
Live since inception vs SPY
Live record started 2026-10-19; periods longer than the live record use the look-back above.
PortfolioSPY
Look-back Backtested
Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.
Today's weights, held 1YSPY
If you had copied on filing dates Backtested
Buy each quarter's reported holdings at the close on the day the 13F was filed (not quarter-end), hold until the next filing. Before costs.
| Since | Copy | SPY |
|---|---|---|
| 2024-11-14 | +60.3% | +32.2% |
| 2025-02-14 | +37.1% | +28.2% |
| 2025-05-15 | +45.9% | +32.0% |
| 2025-08-14 | +19.8% | +20.5% |
| 2025-11-14 | +10.2% | +15.3% |
| 2026-02-17 | +12.6% | +13.1% |
| 2026-05-15 | -16.0% | +4.2% |
| 2026-08-14 | -13.4% | -1.0% |
Holdings
SNDK Sandisk
10.9%
+5.5% today
Information Technology · $1,371.12 · 1M -23.5% · 1Y +878.3% · stock page →
AMD Advanced Micro Devices
7.0%
+1.8% today
Information Technology · $538.05 · 1M -3.9% · 1Y +130.8% · stock page →
GOOGL Alphabet Inc. (Class A)
6.9%
+1.1% today
Communication Services · $344.18 · 1M -1.5% · 1Y +36.2% · stock page →
TTMI TTM Technologies
6.4%
+5.6% today
Information Technology · $99.10 · 1M -16.0% · 1Y +73.4% · stock page →
ALAB Astera Labs, Inc.
6.1%
+0.3% today
Technology · $286.58 · 1M -5.5% · 1Y +79.3% · stock page →
AMZN Amazon
4.7%
+5.0% today
Consumer Discretionary · $262.45 · 1M +3.4% · 1Y +23.2% · stock page →
GLW Corning Inc.
4.6%
-4.6% today
Information Technology · $132.00 · 1M -8.4% · 1Y +53.5% · stock page →
MKSI MKS Instruments
4.5%
+0.3% today
Information Technology · $215.41 · 1M -14.5% · 1Y +58.4% · stock page →
CLS CLS
4.3%
-3.6% today
· $303.81 · 1M -6.2% · 1Y +8.6% · stock page →
BE Bloom Energy
3.9%
+2.2% today
Industrials · $226.22 · 1M -14.8% · 1Y +102.9% · stock page →
COHRCOHR Coherent Corp.
3.9%
-0.4% today
Information Technology · $232.02 · 1M -26.9% · 1Y +99.4% · stock page →
FN Fabrinet
3.4%
-0.2% today
Information Technology · $362.69 · 1M -6.7% · 1Y -11.5% · stock page →
SITM SiTime
3.4%
+5.0% today
Information Technology · $495.75 · 1M -19.3% · 1Y +81.8% · stock page →
FROG FROG
3.3%
+7.9% today
· $91.00 · 1M -2.0% · 1Y +92.2% · stock page →
MTSI MACOM Technology Solutions
3.0%
+1.4% today
Information Technology · $265.79 · 1M -3.7% · 1Y +94.3% · stock page →
VIAVVIAV Viavi Solutions
2.6%
+4.8% today
Information Technology · $34.98 · 1M -1.1% · 1Y +168.3% · stock page →
LRCX Lam Research
2.6%
+3.1% today
Information Technology · $272.20 · 1M -5.4% · 1Y +93.2% · stock page →
TSM Taiwan Semiconductor Manufactur
2.3%
+1.8% today
Technology · $420.22 · 1M -3.3% · 1Y +43.9% · stock page →
CVNA Carvana
2.3%
-0.2% today
Consumer Discretionary · $58.71 · 1M -9.8% · 1Y -12.1% · stock page →
META Meta Platforms
2.1%
-0.5% today
Communication Services · $705.44 · 1M +6.0% · 1Y -1.3% · stock page →
WDC Western Digital
2.1%
+6.1% today
Information Technology · $352.21 · 1M -20.2% · 1Y +179.6% · stock page →
APP AppLovin
1.9%
+1.1% today
Communication Services · $269.12 · 1M -12.6% · 1Y -55.1% · stock page →
SNOW SNOW
1.8%
+2.8% today
· $315.35 · 1M -5.1% · 1Y +31.0% · stock page →
TWLOTWLO Twilio
1.4%
+5.3% today
Information Technology · $257.29 · 1M +5.5% · 1Y +141.2% · stock page →
STX Seagate Technology
1.2%
+3.4% today
Information Technology · $660.81 · 1M -23.0% · 1Y +194.9% · stock page →
KVYO KVYO
0.7%
+2.6% today
· $17.52 · 1M +13.6% · 1Y -26.1% · stock page →
NVDA Nvidia
0.6%
+1.4% today
Information Technology · $217.09 · 1M -2.3% · 1Y +18.8% · stock page →
MDB MDB
0.6%
-7.9% today
· $337.57 · 1M -10.3% · 1Y +7.4% · stock page →
PI Impinj, Inc.
0.5%
-8.1% today
Information Technology · $175.37 · 1M -1.3% · 1Y -12.9% · stock page →
DUOL Duolingo
0.4%
+0.2% today
Consumer Discretionary · $142.11 · 1M +0.1% · 1Y -56.1% · stock page →
INTC Intel
0.3%
+2.4% today
Information Technology · $92.03 · 1M -15.3% · 1Y +148.7% · stock page →
AAPL Apple Inc.
0.2%
-0.2% today
Information Technology · $342.94 · 1M +2.0% · 1Y +36.4% · stock page →
SPCX SPCX
0.2%
+1.3% today
· $147.96 · 1M -3.1% · 1Y – · stock page →
AVGO Broadcom
0.2%
+1.8% today
Information Technology · $334.59 · 1M -6.3% · 1Y -3.5% · stock page →
CBRS Cerebras Systems Inc.
0.1%
-5.1% today
Technology · $120.66 · 1M -39.2% · 1Y – · stock page →
Changes vs prior quarter
ALAB Astera Labs IncNewSNOW Snowflake IncNewTWLOTWLO Twilio IncNew
STX Seagate Technology Hldngs PlNewINTC Intel CorpNewSPCX Space Exploration Techn CorpNewCBRS Cerebras Systems IncNewAMD Advanced Micro Devices IncAdded+2081%TTMI Ttm Technologies IncAdded+20%AMZN Amazon Com IncAdded+35%COHRCOHR Coherent CorpAdded+25%
FN FabrinetAdded+22%VIAVVIAV Viavi Solutions IncAdded+98%
CVNA Carvana CoAdded+386%AAPL Apple IncAdded+3%SNDK Sandisk CorpTrimmed-25%GOOGL Alphabet IncTrimmed-10%GLW Corning IncTrimmed-3%MKSI Mks Inc.Trimmed-3%CLS Celestica IncTrimmed-3%BE Bloom Energy CorpTrimmed-3%SITM Sitime CorpTrimmed-3%FROG Jfrog LtdTrimmed-26%MTSI Macom Tech Solutions Hldgs ITrimmed-16%LRCX Lam Research CorpTrimmed-22%TSM Taiwan Semiconductor ManufacTrimmed-28%META Meta Platforms IncTrimmed-11%WDC Western Digital CorpTrimmed-3%APP Applovin CorpTrimmed-34%KVYO Klaviyo IncTrimmed-19%NVDA Nvidia CorporationTrimmed-64%AVGO Broadcom IncTrimmed-92%
AEIS Advanced Energy IndsSold out-100%RBLXRBLX Roblox CorpSold out-100%
TSEMTSEM Tower Semiconductor LtdSold out-100%
CIEN Ciena CorpSold out-100%
ARM Arm Holdings PlcSold out-100%
MSFT Microsoft CorpSold out-100%
NFLX Netflix Inc.Sold out-100%Copy this portfolio
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coteauCoteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.