SEC 13F Intelligence

Whale Rock Capital Management LLC / COHR

Whale Rock Capital Management LLC’s Coherent Corp Position

Does Whale Rock Capital Management LLC own Coherent Corp (COHR)? Yes — 975.0K shares worth $232M (+3.00% of its 13F portfolio) as of Q1 2026, down from 1.09M shares the prior filed quarter.

Position Value
$232M
Q1 2026
Shares
975.0K
% of Portfolio
+3.00%
Quarters Held
9
currently held

Position History COHR

Reported value by quarter
Q1 ’24: $124MQ1 ’24Q2 ’24: $182MQ3 ’24: $210MQ3 ’24Q4 ’24: $201MQ1 ’25: $29MQ1 ’25Q2 ’25: $90MQ3 ’25: $49MQ3 ’25Q4 ’25: $202MQ1 ’26: $232MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026975.0K$232M+3.00%
Q4 20251.09M$202M+2.58%
Q3 2025459.4K$49M+0.58%
Q2 20251.01M$90M+1.25%
Q1 2025444.4K$29M+0.50%
Q4 20242.12M$201M+2.38%
Q3 20242.36M$210M+2.95%
Q2 20242.51M$182M+2.58%
Q1 20242.04M$124M+1.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whale Rock Capital Management LLC’s full portfolio or all institutional holders of COHR.