Whale Rock's New Microsoft Stake: What the 13F Reveals About Its Tech Playbook
As seen on the 24/7 Wall St. homepage on November 13, 2026.
- Shares
- 862K
- Value
- $442M
- % of portfolio
- 3.9%
As of Sep 30, 2026 · disclosed Nov 13, 2026 · ~45 days stale — may not reflect current positions.
Alex Sacerdote's Whale Rock, up nearly 73% this year on tech bets, disclosed Microsoft as a new position as of September 30, making it roughly 3.9% of the portfolio. Apple was among four names no longer reported at quarter-end, alongside fresh stakes in Salesforce, HPE and Okta.
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Whale Rock Capital Management, the tech-focused hedge fund run by Alex Sacerdote, disclosed a brand-new Microsoft position as of September 30, with the stake valued at roughly $442 million. The firm purchased 861,645 shares, a meaningful allocation for a concentrated tech book.
The disclosure came on November 13 as part of Whale Rock's quarterly 13F filing with the SEC, which captures holdings at the end of each quarter. The filing offers a snapshot of where one of the more closely watched tech-specialist funds stood on September 30, though positions may have shifted in the weeks since.
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The Microsoft addition lands in the context of a fund that is up nearly 73% this year, a run built largely on concentrated technology exposure. Adding one of the sector's largest companies at nearly 4% of the portfolio suggests Sacerdote sees further runway in large-cap tech even after a strong year.
The same filing shows the portfolio was reshuffled in other ways. Apple was among four names no longer reported at quarter-end, while fresh positions in Salesforce, HPE, and Okta also appeared alongside the Microsoft stake. Taken together, the moves point to a deliberate rotation.
Mentioned: MSFT
