Your California Privacy Rights: Track Hedge Funds Using 13F Filings and Data from the Whales The manager was one of several who found themselves down double-digits before 2022's first month was even over, owing to market volatility that hurt high-growth tech stocks. Only includes UK, France, Germany, Japan, and HKEX are presently being processed. Sacerdotes secret is identifying an emerging technology and determining where the technology is on its S-curve. From a Nov. 2018 interview with Graham and Doddsville: All technology adoption starts very slowly. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Please read the Terms carefully before you start to use the Site. Whale Rock's overall strategyseeks to identify technological, social and economic trends that are advantageous to the investment process. All financial companies need to share customers information to run their everyday business. 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. This makes their stake in Microsoft total 1,439,857 shares worth $370 million. $13 billion Whale Rock lost more than 25% for the quarter in its public-only portfolio. 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. All text and design is copyright 2020 WhaleWisdom.com. Whale Rock Capitals returns have been extraordinary. OriginalWhaleScore Delete or alter any copyright, trademark, or other proprietary rights notices from copies of materials from this Site. 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 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 industrys limelight since its launch in 2006. Whale Rock will endeavor to honor customers requests unless such a request conflicts with certain lawful exemptions under the CCPA. On the other hand, small-cap stocks make up only 5.9% of the portfolio. Whale Rock Capital Management has met the qualifications for inclusion in our WhaleScore system. YOUR USE OF THE WEBSITE, ITS CONTENT, AND ANY SERVICES OR ITEMS OBTAINED THROUGH THE WEBSITE IS AT YOUR OWN RISK. If you have any questions about this Privacy Notice or to request a copy of this Privacy Notice in another format, call (617) 502-9909 or email james@whalerockcapital.com. We only share such information with our service providers to perform a business, professional or technical support function for us. Beyond this, other additional fees and expenses may apply - including but not limited to registration fees, maintenance fees, certain taxes and regulatory expenses - so it is imperative that potential and existing clients read the offering documents carefully and reach out about specific fees charged to their fund. 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Distribution and use of this material are governed by The Long Opportunities Funds investment minimum is $5 million. TO THE FULLEST EXTENT PROVIDED BY LAW, WHALE ROCK WILL NOT BE LIABLE FOR ANY LOSS OR DAMAGE CAUSED BY A DISTRIBUTED DENIAL-OF-SERVICE ATTACK, VIRUSES, OR OTHER TECHNOLOGICALLY HARMFUL MATERIAL THAT MAY INFECT YOUR COMPUTER EQUIPMENT, COMPUTER PROGRAMS, DATA, OR OTHER PROPRIETARY MATERIAL DUE TO YOUR USE OF THE WEBSITE OR ANY SERVICES OR ITEMS OBTAINED THROUGH THE WEBSITE OR TO YOUR DOWNLOADING OF ANY MATERIAL POSTED ON IT, OR ON ANY WEBSITE LINKED TO IT. our Subscriber Agreement and by copyright law. Bloomberg Tax. I or my associates may hold positions in the stocks discussed. Restricting access to customer information to those required to have access to service customer needs. Hedge fund Whale Rock stops taking in new money amid strong In the most recent 13F filing, Whale Rock Capital Management revealed that it had opened a new position in THE FOREGOING DOES NOT AFFECT ANY LIABILITY THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW. A customer/relevant individual whose email address is used for such communications has the right to unsubscribe by emailing Whale Rock (see below) or by following the instructions in any such communication, e.g. If you're looking fortrustedand comprehensivesupport in managing your own finances, consider speaking to aprofessional financial advisor. Growth to continue post-pandemic? Users are expected to check this page each time you access this Site so you are aware of any changes, as they are binding. The flagship at $9 billion Whale Rock, which focuses on technology, media and telecommunications, jumped 6.2%, extending this years returns to 47%. We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Its larger hybrid strategy, which also invests in start This personal information will be disclosed to such third-parties only as necessary in connection with the performance of contracts, Whale Rocks business activities and the purposes listed above or as otherwise authorized, required, or permitted by law. 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.. It appears the firm's short book lost significant money since its long-only public-private strategy was up just over 1% for the year, according to a source close to the firm. Whale Rock Capital Management Portfolio | Alex Sacerdote 13F All matters relating to the Site and these Terms and any dispute or claim arising therefrom or related thereto (in each case, including non-contractual disputes or claims), shall be governed by and construed in accordance with the internal laws of the Commonwealth of Massachusetts without giving effect to any choice or conflict of law provision or rule (whether of the Commonwealth of Massachusetts or any other jurisdiction). Market volatility has remained high volatile following Russia's invasion of Ukraine. From Whale Rocks ADV: We seek to identify technological, social and economic trends that generate significant product cycles and industry inflection points and then analyze the sub-sectors and/or companies with the most exposure (both positive and negative) to these trends. GENERAL PARTNER PETER M SACERDOTE INVESTMENT PARTNERS, L.P. WHALE ROCK LONG OPPORTUNITES MASTER FUND, LP. Alex Sacerdote of Whale Rock Capital Management At Insider Monkey we leave no stone unturned when looking for the next great investment idea. This will schedule a job to export all requested 13f holdings data for this filer. for Q4 2022: commodity pool operator or commodity trading advisor, Percentage of assets under management,Performance-based fees. While investors party like its 1999, Insiders are selling stock like theres no tomorrow. 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. Already a subscriber? 13F filing from WHALE ROCK CAPITAL MANAGEMENT LLC, enter your As a result, each fund's investment strategy is typically expected to be longer-term in nature. Since inception in 2006, Whale Rock has invested globally with a focus on the Whale Rock's private investing team was busy as the year closed, with 10 investments since August's start, including Databricks' Series H and Coalition's Series E, which it was the lead investor on. I do not have a business relationship with any company whose stock is mentioned in this article. Whale Rock Capital Management LLC is an investment management firm with more than $15 billion in assets under management (AUM). If any customers have any questions or wish to raise any concerns, they can contact Whale Rock or raise a concern with the relevant supervisory authority in their country of residence in accordance with the European Data Privacy Laws (as applicable). Webtracks and analyzes hedge fund filings in real-time. Relative to the number of outstanding shares of Microsoft, Whale Rock Capital Management owns more than approximately 0.1% of the company. Performance The genius behind Whale Rock is Alexander Sacerdote, the companys founder, principal owner and portfolio manager. Whale Rock Capital Management Review - SmartAsset Whale Rock Capital Management Investment Philosophy. Accordingly, our investment strategy is generally expected to be longer-term in nature. The performance allocation usually ranges from 15% to 20% of a fund's realized or unrealized net profit or capital appreciation (i.e. Investors in the funds include high-net-worth individuals, trusts, foundations, endowments, charitable organizations, pension plans, corporations, funds of funds and other domestic and international institutional investors. Whale Rock Capital Management 13F annual report SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. The Whale Rock Capital Management office and employees reside in Boston, Massachusetts. It currently manages a total of eight pooled investment vehicles , six of which are hedge funds . Of course, 13F filings do not disclose the short holdings of funds, so anyone replicating the 13F investments of Whale Rock is not benefiting from the managers short ideas. Zoom between states and the national map to see the top spots in each region. and a top 10 holdings concentration of 59.66%. Sometimes understanding the S-curve can help you time your exit as well. The Funds investment strategy includes using leverage in pursuit of additional return. Whale Rock may also disclose personal information to governmental authorities as required or permitted by law; public and private social security and insurance agencies; consultants in connection with extraordinary business operations (e.g., mergers, acquisitions, and the like); to business partners, agents and customers; external consultants and professionals; courts and other dispute forums. Investors in the funds include, The investment objective of the Whale Rock funds is to provide consistently excellent and risk-adjusted returns. 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. increase in value). All changes are effective immediately when we post them and apply to all access to and use of the Website thereafter. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Hedge Fund Losses Mount at Tiger Global, Whale Rock Shares Owned. These terms permit you to use the Site for your personal or internal business use only. by clicking on the link to unsubscribe. However, if youre an investor looking to invest with Whale Rock Capital, forget about it Sacerdote stopped accepting new capital in December of 2017, capping the fund at $2.5 billion. According to the last 13-F report filed with the SEC, Alex Sacerdote serves as the Authorized Person at Whale Rock Capital Management. Is a crash imminent? Founded by Bridgett Moore, Bridgett Moore, Elon Musk, and Samuel Hetherington in 2016, The Boring Company has now raised a total of $908.0M in total equity funding and is backed by Sequoia Capital, Craft Ventures, Valor Equity Partners, Founders Fund, and 8VC. An equal-weighted portfolio of Whale Rocks top ten long 13F positions, rebalanced quarterly, has averaged WebAnd annual 13F returns of 30% since 2011. Its primary purpose is to sponsor and manage pooled investment vehicles. Our Standards: The Thomson Reuters Trust Principles. Average Retirement Savings: How Do You Compare? The total portfolio value may be much higher due to cash Whale Rock may disclose personal information with its affiliated Whale Rock companies and brokers, banks, agents, employees, and third parties who need to know to perform services on the customers behalf and to other third parties, including but not limited to the following types of third parties: Financial service providers, such as Whale Rocks administrator, placement agent and prime broker registered broker/dealers, auditors, regulators, and transfer agents in order to service customer accounts and/or who assist Whale Rock as part of the ordinary course of servicing your investments or providing any other services to you; Legal representatives of Whale Rock, such as our counsel, accountants and auditors; Third parties who perform marketing services for Whale Rock or with whom we have entered into joint marketing agreements for services or information about services that you have requested; Parties to a dispute or litigation, and their representatives and advisors, or regulatory or governmental authorities or otherwise as permitted by law; Any other service providers. You can view its latest. Encryption of portable devices portable devices that contain personal information of customers or employees and only where technically feasible are encrypted. Overseeing third party service providers; Whale Rock may continue to maintain and share information about its customers even after they are no longer customers. We may combine the information we collect through cookies and web beacons with other information we have collected from customers or information from other sources. Whale Rock Such investors differ from retail investors or, , who might be taking a more DIY approachor, enlisting the services of a financial advisor, Within the past 10 years, Whale Rock Capital Management has not undergone any disciplinary or legal action deemed material to a clients evaluation of its business integrity. 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.
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