Quick Read Alphabet (GOOG) is Whale Rock Capital’s top holding, up 123% in the past year and positioned to dominate AI stack layers from models to hardware to energy. Advanced Energy Industries (AEIS) is a new position that manufactures power conversion and grid equipment needed for AI data center expansion. Whale Rock trimmed positions in massive winners like Sandisk, Celestica, and Corning in Q1 while rotating into grid modernization plays as the AI boom shifts to utility-scale grid expansion. The ...

This AlphabetHeavy Fund Has a FrontRow Seat to the AI Boom — and the Market Can See Why It's Suddenly a Top Performer - 24/7 Wall St. Quick Read Alphabet (GOOG) is Whale Rock Capital's top holding, up 123% in the past year and positioned to dominate AI stack layers from models to hardware to energy. Advanced Energy Industries (AEIS) is a new position that manufactures power conversion and grid equipment needed for AI data center expansion. Whale Rock trimmed positions in massive winners like Sandisk, Celest ...