Whale Rock Capital Management
also referred to as: whale rock · whale rock capital
7 statements across 1 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Dec 22, 2025 by Alex Sacerdote · said 13 times in 4 episodes since 2024 · across every show →
Mentions by year
brought up most by Ted Seides (7), Alex Sacerdote (6)
tap a year for its mentions
2025 11 mentions in 2 episodes 6 per episode
2024 2 mentions in 2 episodes 1 per episode
Everything said about Whale Rock Capital Management, oldest first
Dec 22, 2025 bullish
Dec 22, 2025 bullish
Sacerdote: Whale Rock bought Tesla at 4x three-year forward earnings
“When we first bought Tesla at the end of 2019 and 20 20, when the EV S curve really took off because Elon got the price Of the model three down to 40,000. And then we saw they had very good competitive advantages. We said, wow, they can do two million cars at …”
Dec 22, 2025 bullish
Sacerdote: Whale Rock Concentrates 55% of Private Book in Four Companies
“We're fortunate in that it's about 10% of our capital and 55% of that capital is in four iconic leaders that really fit this framework well.
Stripe, which is dominating digital cloud-based payments.
Canva, which is next-gen cloud-based Adobe.
Databricks, which…”
Dec 22, 2025 bullish
Dec 22, 2025 bearish
Sacerdote: Blockchain is a technology looking for a problem and a false S-curve
“It was always a technology looking for a problem. The use cases were few and far between. Also, there was an element of it where there were all these meme coins, and it wasn't solving any true productivity gains. We thought that was somewhat of a false S curve…”
Dec 22, 2025
Sacerdote: Whale Rock holds 60% of portfolio in its top 10 positions
“We will buy something up to 10% at cost, and then we'll let it get up to 15%, and usually it's reserved for larger companies... Usually we'll have one name at 10, and then we'll have a handful at seven or five and The top 10 will be 60%.”
Dec 22, 2025