Whale Rock Capital dumps Apple, adds Applied Optoelectronics, among Q3 trades
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Whale Rock Capital exited its Apple (NASDAQ:AAPL), Bloom Energy (NYSE:BE), and TTM Technologies (NASDAQ:TTMI) stakes and acquired new positions in Applied Optoelectronics (NASDAQ:AAOI), News Corp (NASDAQ:NWSA) class A shares, and Carvana (NYSE:CVNA) during Q3, according to its latest 13F filing.
The firm boosted its holdings in Broadcom (NASDAQ:AVGO) to 2.04M shares from ~160K, Criteo (NASDAQ:CRTO) to 2.52M shares from 763K, and Kaviyo (KYVO) to 3.60M shares from ~508K.
Reduced its stakes in DraftKings (NASDAQ:DKNG) to ~4.56M shares from 5.18M, Hewlett Packard Enterprise (NYSE:HPE) to 3.74M shares from ~5.13M, Microsoft (NASDAQ:MSFT) to ~367K shares from ~1.09M, and Nvidia (NASDAQ:NVDA) to ~3.47M shares from 4.87M, among others, according to the filing.