SEC 13F Intelligence

Whale Rock Capital Management LLC / VRT

Whale Rock Capital Management LLC’s Vertiv Holdings Co Position

Does Whale Rock Capital Management LLC own Vertiv Holdings Co (VRT)? Not currently — the last reported position was 640.0K shares worth $97M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$97M
Q3 2025
Shares
640.0K
% of Portfolio
+1.14%
Quarters Held
5
position exited

Position History VRT

Reported value by quarter
Q3 ’24: $111MQ3 ’24Q4 ’24: $136MQ4 ’24Q1 ’25: $84MQ1 ’25Q2 ’25: $84MQ2 ’25Q3 ’25: $97MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025640.0K$97M+1.14%
Q2 2025657.0K$84M+1.17%
Q1 20251.16M$84M+1.46%
Q4 20241.19M$136M+1.61%
Q3 20241.11M$111M+1.55%

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 VRT.