{"data":{"profile":{"id":"2a9e9598-8256-4669-a3a3-d3b9cf27acd5","slug":"whale-rock-capital","displayName":"Whale Rock Capital","publicPageEnabled":true,"trackingTier":"FIRST_WAVE","isActive":true,"data":{"summary":"A technology-oriented manager investing across internet, software, hardware, and growth companies.","strategyTags":["Technology","Storage","Electronics"],"schemaVersion":1},"createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-10-20T00:30:08.385Z"},"managers":[{"id":"4e44c7a2-e79f-4653-b558-562c917991cd","investorProfileId":"2a9e9598-8256-4669-a3a3-d3b9cf27acd5","cik":"0001387322","legalName":"Whale Rock Capital Management LLC","isActive":true,"data":{"sourceUrl":"https://data.sec.gov/submissions/CIK0001387322.json","schemaVersion":1},"firstTrackedAt":"2026-07-18T23:28:04.697Z","lastDiscoveryAt":"2026-10-20T00:30:07.731Z","createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-10-20T00:30:08.385Z"}],"snapshot":{"id":"424875c6-dd47-4333-bd33-da576acc024e","managerId":"4e44c7a2-e79f-4653-b558-562c917991cd","reportPeriod":"2018-03-31","throughFilingId":"20777fbc-97f7-43a7-86ab-280fbed71e56","methodologyVersion":"sec-13f-snapshot-v1","completeness":"COMPLETE","canonicalHash":"a800337be2f57bfdd78fe31ca4fd0404e62b23d6e0d65ce51b23dcfedc1fb34d","summary":{"counts":{"long":30,"puts":0,"calls":0,"mapped":9,"rawLines":30,"unmapped":21,"aiCovered":9,"positions":30,"otherSecurities":1},"values":{"disclosedLongUsd":"2879301000","putUnderlyingUsd":"0","callUnderlyingUsd":"0","informationTableUsd":"2943291000"},"coverage":{"aiPositionRatio":0.3,"aiLongValueRatio":0.350895,"mappingPositionRatio":0.3,"mappingLongValueRatio":0.350895},"warnings":["Form 13F is a delayed quarter-end disclosure and is not a current portfolio.","Options show reported underlying value, not premium paid, fund exposure, or manager intent.","AI sentiment is shown only for reviewed security mappings."],"concentration":{"top3":0.225189,"top5":0.347118,"top10":0.559172},"schemaVersion":1},"createdAt":"2026-07-19T00:02:27.234Z"},"filing":{"id":"20777fbc-97f7-43a7-86ab-280fbed71e56","managerId":"4e44c7a2-e79f-4653-b558-562c917991cd","ingestionRunId":"3ba9c24d-ea8e-47da-a15c-12c45e0dc2d6","accessionNumber":"0001387322-18-000011","formType":"13F-HR","reportPeriod":"2018-03-31","filedAt":"2018-05-15","acceptedAt":"2018-05-15T20:43:12.000Z","processingStatus":"VALIDATED","sourceStatus":"ACTIVE","data":{"hashes":{"raw":"204d4d8ac80de61a63b3f26f2c44c3c33e064116695265eedb39955e8e96b14c","canonical":"df597d20b51421a6e3685bd7b111612022cc07513f8590c3746249de5a8ca736"},"source":{"directoryUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732218000011","filingDetailUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732218000011/0001387322-18-000011-index.html","coverDocumentUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732218000011/primary_doc.xml","informationTableUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732218000011/infotable.xml","completeSubmissionUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732218000011/0001387322-18-000011.txt"},"parsing":{"parserVersion":"sec-13f-v1"},"summary":{"valueUnit":"USD_THOUSANDS","entryCount":30,"reportedValue":"2943291","normalizedValueUsd":"2943291000"},"artifacts":[{"kind":"COVER_XML","byteSize":2022,"fetchedAt":"2026-07-19T00:02:26.776Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732218000011/primary_doc.xml","contentHash":"7618bac29e655d5f8ffa4d1ab1cfc55b74434ba57c73fd95ba52d6d67182a260","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"INFORMATION_TABLE_XML","byteSize":14091,"fetchedAt":"2026-07-19T00:02:26.903Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732218000011/infotable.xml","contentHash":"8cb7902b9d3ca1f562a2e23c37f1371ef1591f4d88b48670c09623b3387bd125","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"COMPLETE_SUBMISSION","byteSize":17293,"fetchedAt":"2026-07-19T00:02:27.126Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732218000011/0001387322-18-000011.txt","contentHash":"218484c3a15b1071a8c1f1ff38678be1ad2ea77f083c8dc1a8edffa8d23eb433","contentType":"text/plain","parserVersion":"sec-13f-v1"}],"extensions":{},"reportType":"HOLDINGS","schemaVersion":1,"includesHoldings":true,"hasConfidentialOmissions":false},"firstSeenAt":"2026-07-19T00:02:26.603Z","lastSeenAt":"2026-10-20T00:30:07.234Z","createdAt":"2026-07-19T00:02:26.603Z","updatedAt":"2026-10-20T00:30:07.234Z"},"positions":[{"id":"f1be1ae4-67cb-4ab4-9c75-d625ff1a8cb2","positionKey":"7c33dbfa-8246-45d1-afa9-29d2340dbe79:LONG","positionKind":"LONG","marketValueUsd":"266797000","longBookWeight":"0.09266033","sharesPrincipal":{"type":"SH","amount":"184336"},"comparison":{"status":"REDUCED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"-18.4729","valueChangePercent":"0.8981","shareChangeAbsolute":"-41768","valueChangeAbsolute":"2375000"},"security":{"id":"7c33dbfa-8246-45d1-afa9-29d2340dbe79","cusip":"023135106","issuerName":"AMAZON COM INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"b6b394ea-90ec-4c73-a42c-ff039b9e0e45","ticker":"AMZN","name":"Amazon.com Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:34:00.099Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1698,1699,5765,5766,5767,9671,10344,10440,12610,12772,14837,14904,19328,19377,20254,22198,24935,25004,25006,26493,27287,27777,27933,30611,30612,31031,31157,31159,32031,32471,33302,33303,33873],"modelCount":33,"horizons":{"3_MONTH":{"average":"6.1515","median":"5.5000","minimum":"3.0000","maximum":"15.0000","standardDeviation":"2.7122"},"1_YEAR":{"average":"21.0000","median":"18.0000","minimum":"12.0000","maximum":"40.0000","standardDeviation":"6.6742"},"5_YEAR":{"average":"125.0000","median":"115.0000","minimum":"80.0000","maximum":"250.0000","standardDeviation":"48.2575"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:36.559Z","generatedAt":"2026-10-20T00:34:00.196Z"}],"currentMarketData":{"lastPrice":"250","marketCap":"2696578.5551371886","updatedAt":"2026-10-19T11:00:05.126Z"}},{"id":"2fade655-0a0b-4a28-9bcf-732da4905b8a","positionKey":"c0be9420-f4ea-4a38-9a77-3ec2a787526e:LONG","positionKind":"LONG","marketValueUsd":"198618000","longBookWeight":"0.06898132","sharesPrincipal":{"type":"SH","amount":"672485"},"comparison":{"status":"INCREASED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"64.1272","valueChangePercent":"152.5243","shareChangeAbsolute":"262751","valueChangeAbsolute":"119965000"},"security":{"id":"c0be9420-f4ea-4a38-9a77-3ec2a787526e","cusip":"64110L106","issuerName":"NETFLIX INC.","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"5c309d4d-f276-45bb-a59d-9adb6fc645e5","positionKey":"5e5e18bf-4a4d-4166-b337-b8cb2d428e71:LONG","positionKind":"LONG","marketValueUsd":"182972000","longBookWeight":"0.06354736","sharesPrincipal":{"type":"SH","amount":"1468594"},"comparison":{"status":"REDUCED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"-10.243","valueChangePercent":"10.721","shareChangeAbsolute":"-167595","valueChangeAbsolute":"17717000"},"security":{"id":"5e5e18bf-4a4d-4166-b337-b8cb2d428e71","cusip":"82509L107","issuerName":"SHOPIFY INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"a1ac83a0-63ce-4425-9073-37bf784e5620","positionKey":"b8524b1c-0796-4aaa-adbc-c65b0dafae54:LONG","positionKind":"LONG","marketValueUsd":"180818000","longBookWeight":"0.06279926","sharesPrincipal":{"type":"SH","amount":"3675156"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178"},"security":{"id":"b8524b1c-0796-4aaa-adbc-c65b0dafae54","cusip":"852234103","issuerName":"BLOCK INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"375f1b97-fb90-4daf-ac9d-82d22a84ce0a","ticker":"XYZ","name":"Block Inc. (formerly Square SQ)"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:34:00.099Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[508,2987,4476,4477,4478,8391,8394,10748,12224,15352,15353,18181,19584,20584,20585,22735,23587,23589,25354,26644,27278,28281,28282,28284,28285,31311,31312,32110,32549,32952,33532,33938],"modelCount":32,"horizons":{"3_MONTH":{"average":"5.6250","median":"6.0000","minimum":"-5.0000","maximum":"15.0000","standardDeviation":"3.9091"},"1_YEAR":{"average":"22.6250","median":"22.0000","minimum":"8.0000","maximum":"60.0000","standardDeviation":"10.0180"},"5_YEAR":{"average":"123.7500","median":"115.0000","minimum":"50.0000","maximum":"250.0000","standardDeviation":"59.8957"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:06:46.204Z","generatedAt":"2026-10-20T00:34:00.196Z"}],"currentMarketData":{"lastPrice":"77.89","marketCap":"49156","updatedAt":"2026-10-19T11:13:21.565Z"}},{"id":"3a64fac7-4fe8-4163-92f0-2e98584bf6ec","positionKey":"01406e48-6d73-46eb-aa15-6116136e0656:LONG","positionKind":"LONG","marketValueUsd":"170254000","longBookWeight":"0.05913032","sharesPrincipal":{"type":"SH","amount":"1065484"},"comparison":{"status":"INCREASED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"21.1614","valueChangePercent":"9.7152","shareChangeAbsolute":"186092","valueChangeAbsolute":"15076000"},"security":{"id":"01406e48-6d73-46eb-aa15-6116136e0656","cusip":"30303M102","issuerName":"META PLATFORMS INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"47396bbf-f982-49a1-bc42-bdad5e10d209","ticker":"META","name":"Meta Platforms Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:34:00.099Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1712,1713,5773,5774,5775,9673,10350,10444,12614,12774,14839,14908,19330,19381,20258,22200,24937,25010,25012,26512,27289,27783,27932,30615,30616,31033,31162,31164,32033,32474,33304,33305,33875],"modelCount":33,"horizons":{"3_MONTH":{"average":"5.6515","median":"5.0000","minimum":"3.0000","maximum":"12.0000","standardDeviation":"2.0578"},"1_YEAR":{"average":"20.8939","median":"20.0000","minimum":"12.0000","maximum":"45.0000","standardDeviation":"6.2738"},"5_YEAR":{"average":"123.2424","median":"120.0000","minimum":"75.0000","maximum":"250.0000","standardDeviation":"39.7576"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:41.731Z","generatedAt":"2026-10-20T00:34:00.196Z"}],"currentMarketData":{"lastPrice":"709.325","marketCap":"1807009.7166182154","updatedAt":"2026-10-19T11:00:09.368Z"}},{"id":"68b93dce-34eb-4003-a800-290a84b2ce3d","positionKey":"0d9c4b67-8cda-4fe3-9a44-a52742f628a3:LONG","positionKind":"LONG","marketValueUsd":"141945000","longBookWeight":"0.04929842","sharesPrincipal":{"type":"SH","amount":"1442680"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178"},"security":{"id":"0d9c4b67-8cda-4fe3-9a44-a52742f628a3","cusip":"848637104","issuerName":"SPLUNK INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"818b4b21-eeee-45a1-90fd-5fb63a0e42d2","positionKey":"deb4a3a7-d464-4ccd-b254-d290c3eee21d:LONG","positionKind":"LONG","marketValueUsd":"136248000","longBookWeight":"0.04731981","sharesPrincipal":{"type":"SH","amount":"742333"},"comparison":{"status":"REDUCED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"-19.5241","valueChangePercent":"-14.3385","shareChangeAbsolute":"-180096","valueChangeAbsolute":"-22806000"},"security":{"id":"deb4a3a7-d464-4ccd-b254-d290c3eee21d","cusip":"01609W102","issuerName":"ALIBABA GROUP HLDG LTD","classTitle":"SPONSORED ADS","securityType":"ADR","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"d6cf362d-46ef-4fce-b6d0-7adb7f2d3390","positionKey":"01d64de2-2375-4863-971d-4def58efec74:LONG","positionKind":"LONG","marketValueUsd":"123305000","longBookWeight":"0.04282463","sharesPrincipal":{"type":"SH","amount":"1084957"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178"},"security":{"id":"01d64de2-2375-4863-971d-4def58efec74","cusip":"743424103","issuerName":"PROOFPOINT INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"38fa87f1-1e8b-479e-88d1-75cbddfc41b0","positionKey":"25a8e362-fc1e-419e-a949-6440ef4a34a5:LONG","positionKind":"LONG","marketValueUsd":"105578000","longBookWeight":"0.03666792","sharesPrincipal":{"type":"SH","amount":"296243"},"comparison":{"status":"REDUCED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"-11.2617","valueChangePercent":"0.5064","shareChangeAbsolute":"-37596","valueChangeAbsolute":"532000"},"security":{"id":"25a8e362-fc1e-419e-a949-6440ef4a34a5","cusip":"58733R102","issuerName":"MERCADOLIBRE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"cd8cc260-2c54-4296-bf2d-e5aa51663943","positionKey":"68412383-c92f-4c31-9624-7bc970f3bc27:LONG","positionKind":"LONG","marketValueUsd":"103492000","longBookWeight":"0.03594344","sharesPrincipal":{"type":"SH","amount":"2353158"},"comparison":{"status":"REDUCED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"-7.2205","valueChangePercent":"75.428","shareChangeAbsolute":"-183133","valueChangeAbsolute":"44498000"},"security":{"id":"68412383-c92f-4c31-9624-7bc970f3bc27","cusip":"625207105","issuerName":"MULESOFT INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"fde57d14-3bae-40af-befd-888d605b7649","positionKey":"0dcce4e8-66e1-4509-b6c1-f7793db4da21:LONG","positionKind":"LONG","marketValueUsd":"101142000","longBookWeight":"0.03512727","sharesPrincipal":{"type":"SH","amount":"436730"},"comparison":{"status":"INCREASED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"64.112","valueChangePercent":"96.4151","shareChangeAbsolute":"170613","valueChangeAbsolute":"49648000"},"security":{"id":"0dcce4e8-66e1-4509-b6c1-f7793db4da21","cusip":"67066G104","issuerName":"NVIDIA CORPORATION","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"ad2591d2-cac1-4a70-84c2-a2e8bf2efc73","ticker":"NVDA","name":"NVIDIA Corporation"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:34:00.099Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1653,1654,5730,5731,5757,9667,10332,10432,12602,12768,14831,14896,19321,19369,20246,22194,24931,24992,24994,26489,27283,27765,27930,30603,30604,31027,31122,31125,32015,32455,33296,33297,33869],"modelCount":33,"horizons":{"3_MONTH":{"average":"7.3788","median":"8.0000","minimum":"-8.0000","maximum":"20.0000","standardDeviation":"6.4515"},"1_YEAR":{"average":"31.7576","median":"25.0000","minimum":"10.0000","maximum":"80.0000","standardDeviation":"17.4652"},"5_YEAR":{"average":"181.3636","median":"180.0000","minimum":"85.0000","maximum":"350.0000","standardDeviation":"80.2673"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:24.865Z","generatedAt":"2026-10-20T00:34:00.196Z"}],"currentMarketData":{"lastPrice":"214.13","marketCap":"5160532.8985033855","updatedAt":"2026-10-19T11:00:07.248Z"}},{"id":"d597d64b-b8f8-47f1-bb46-35b02b54adcc","positionKey":"4030afa6-622c-4a3a-9f78-d6bf0f137b64:LONG","positionKind":"LONG","marketValueUsd":"92051000","longBookWeight":"0.03196991","sharesPrincipal":{"type":"SH","amount":"1442810"},"comparison":{"status":"REDUCED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"-16.4322","valueChangePercent":"9.0302","shareChangeAbsolute":"-283706","valueChangeAbsolute":"7624000"},"security":{"id":"4030afa6-622c-4a3a-9f78-d6bf0f137b64","cusip":"55024U109","issuerName":"LUMENTUM HLDGS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"cccd9549-5cdb-4c30-8fd8-ece3e465e9fb","positionKey":"327af926-fff7-4741-a0e9-96504d5b2a00:LONG","positionKind":"LONG","marketValueUsd":"91740000","longBookWeight":"0.03186189","sharesPrincipal":{"type":"SH","amount":"1916448"},"comparison":{"status":"INCREASED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"6.1214","valueChangePercent":"50.1178","shareChangeAbsolute":"110547","valueChangeAbsolute":"30628000"},"security":{"id":"327af926-fff7-4741-a0e9-96504d5b2a00","cusip":"98936J101","issuerName":"ZENDESK INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"8c84a394-c4dd-4a15-a52f-f8d53992010a","positionKey":"3dcf66af-6d0c-4591-b1fb-6683c49b3b75:LONG","positionKind":"LONG","marketValueUsd":"90769000","longBookWeight":"0.03152466","sharesPrincipal":{"type":"SH","amount":"1429436"},"comparison":{"status":"INCREASED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"92.2401","valueChangePercent":"152.2131","shareChangeAbsolute":"685868","valueChangeAbsolute":"54780000"},"security":{"id":"3dcf66af-6d0c-4591-b1fb-6683c49b3b75","cusip":"76680R206","issuerName":"RINGCENTRAL INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"fdfe7181-08b1-4f06-b518-6013b0dd1b99","positionKey":"82f407e5-9368-43ef-8934-b1963be6bb72:LONG","positionKind":"LONG","marketValueUsd":"88552000","longBookWeight":"0.03075468","sharesPrincipal":{"type":"SH","amount":"1941076"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178"},"security":{"id":"82f407e5-9368-43ef-8934-b1963be6bb72","cusip":"22266L106","issuerName":"COUPA SOFTWARE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"f8884033-0669-4f2c-9a45-37648e279239","positionKey":"6d53d153-42e9-4ee2-86a4-78c0b0fec99c:LONG","positionKind":"LONG","marketValueUsd":"87693000","longBookWeight":"0.03045635","sharesPrincipal":{"type":"SH","amount":"84553"},"comparison":{"status":"REDUCED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"-35.3767","valueChangePercent":"-36.3745","shareChangeAbsolute":"-46287","valueChangeAbsolute":"-50134000"},"security":{"id":"6d53d153-42e9-4ee2-86a4-78c0b0fec99c","cusip":"02079K305","issuerName":"ALPHABET INC","classTitle":"CAP STK CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"5a28ff35-05c5-4c96-a13e-46308efc971a","ticker":"GOOGL","name":"Alphabet Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:34:00.099Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1706,1707,5769,5770,5771,9672,10347,10442,12612,12773,14838,14906,19329,19379,20256,22199,24936,25007,25009,26494,27288,27780,27934,30613,30614,31032,31160,31161,32032,32472,33438,33439,33874],"modelCount":33,"horizons":{"3_MONTH":{"average":"5.1485","median":"5.0000","minimum":"3.0000","maximum":"10.0000","standardDeviation":"1.6496"},"1_YEAR":{"average":"18.4242","median":"18.0000","minimum":"12.0000","maximum":"30.0000","standardDeviation":"3.8438"},"5_YEAR":{"average":"101.5758","median":"95.0000","minimum":"65.0000","maximum":"180.0000","standardDeviation":"25.6031"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:39.026Z","generatedAt":"2026-10-20T00:34:00.196Z"}],"currentMarketData":{"lastPrice":"340.59","marketCap":"4165415.6999999997","updatedAt":"2026-10-19T11:07:45.569Z"}},{"id":"b2127df5-e9e4-460c-8079-e9cfbe598e08","positionKey":"0b665b11-58de-4472-8e47-672b3f5d2908:LONG","positionKind":"LONG","marketValueUsd":"86857000","longBookWeight":"0.03016600","sharesPrincipal":{"type":"SH","amount":"2087901"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178"},"security":{"id":"0b665b11-58de-4472-8e47-672b3f5d2908","cusip":"80874P109","issuerName":"SCIENTIFIC GAMES CORP","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"c05c31ae-cdd0-4589-9727-5c8c38d7b62b","positionKey":"0b9ebbc0-6705-4582-adf1-f40cee6cb2a3:LONG","positionKind":"LONG","marketValueUsd":"85640000","longBookWeight":"0.02974333","sharesPrincipal":{"type":"SH","amount":"3424212"},"comparison":{"status":"INCREASED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"2.3413","valueChangePercent":"5.1804","shareChangeAbsolute":"78337","valueChangeAbsolute":"4218000"},"security":{"id":"0b9ebbc0-6705-4582-adf1-f40cee6cb2a3","cusip":"501242101","issuerName":"KULICKE &amp; SOFFA INDS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"e7d2e551-67b4-4d8d-bee6-39d7e8f2a9cf","positionKey":"582a06ee-aecc-4c2c-9ba8-726fff0a0ec7:LONG","positionKind":"LONG","marketValueUsd":"85158000","longBookWeight":"0.02957592","sharesPrincipal":{"type":"SH","amount":"1916239"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178"},"security":{"id":"582a06ee-aecc-4c2c-9ba8-726fff0a0ec7","cusip":"57665R106","issuerName":"MATCH GROUP INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"4903be6a-df5a-4162-9ca2-18d5af763bfb","positionKey":"fa4868e8-bb0e-4af9-812c-9d124fa2de1f:LONG","positionKind":"LONG","marketValueUsd":"67585000","longBookWeight":"0.02347271","sharesPrincipal":{"type":"SH","amount":"340374"},"comparison":{"status":"INCREASED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"39.3336","valueChangePercent":"59.1658","shareChangeAbsolute":"96087","valueChangeAbsolute":"25123000"},"security":{"id":"fa4868e8-bb0e-4af9-812c-9d124fa2de1f","cusip":"N07059210","issuerName":"ASML HLDG NV","classTitle":"N Y REGISTRY SHS","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"ab395661-af47-4d31-b6d1-dc4d1ee9fde4","ticker":"ASML","name":"ASML Holding N.V."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:34:00.099Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1468,3577,5626,5627,5628,9676,10359,10448,12620,12777,14842,14914,19333,19387,20264,22203,24940,25019,25021,26496,27292,27792,27939,30621,30622,31036,31169,31170,32037,32478,33442,33487,33878],"modelCount":33,"horizons":{"3_MONTH":{"average":"4.9091","median":"5.0000","minimum":"-8.0000","maximum":"10.0000","standardDeviation":"3.6793"},"1_YEAR":{"average":"20.6364","median":"22.0000","minimum":"11.0000","maximum":"35.0000","standardDeviation":"6.1092"},"5_YEAR":{"average":"124.9091","median":"120.0000","minimum":"65.0000","maximum":"250.0000","standardDeviation":"42.6788"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:50.256Z","generatedAt":"2026-10-20T00:34:00.196Z"}],"currentMarketData":{"lastPrice":"1641.52","marketCap":"559302.262849","updatedAt":"2026-10-19T11:08:19.732Z"}},{"id":"2cec00e9-fae4-4035-a6e1-b637d4573c6a","positionKey":"a57d1acc-1e24-4e7c-a8a2-4044c2aca9e9:LONG","positionKind":"LONG","marketValueUsd":"64683000","longBookWeight":"0.02246482","sharesPrincipal":{"type":"SH","amount":"703535"},"comparison":{"status":"REDUCED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"-10.8474","valueChangePercent":"-8.3147","shareChangeAbsolute":"-85601","valueChangeAbsolute":"-5866000"},"security":{"id":"a57d1acc-1e24-4e7c-a8a2-4044c2aca9e9","cusip":"28849P100","issuerName":"ELLIE MAE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"3839f3a3-1e8a-4204-9c15-99cbcf314f76","positionKey":"c64553ef-66de-4669-8f34-50b8fb846d26:LONG","positionKind":"LONG","marketValueUsd":"63990000","longBookWeight":null,"sharesPrincipal":{"type":"SH","amount":"608267"},"comparison":{"status":"REDUCED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"-35.0115","valueChangePercent":"-39.5293","shareChangeAbsolute":"-327695","valueChangeAbsolute":"-41830000"},"security":{"id":"c64553ef-66de-4669-8f34-50b8fb846d26","cusip":"98426T106","issuerName":"YY INC","classTitle":"ADS REPCOM CLA","securityType":"UNKNOWN","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"05e88620-6c08-4f2f-850c-afcb6cd48dbf","positionKey":"71dfcf98-cd98-4bae-8095-6eaa72cc0e6e:LONG","positionKind":"LONG","marketValueUsd":"58921000","longBookWeight":"0.02046364","sharesPrincipal":{"type":"SH","amount":"645564"},"comparison":{"status":"REDUCED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"-25.7948","valueChangePercent":"-20.8231","shareChangeAbsolute":"-224408","valueChangeAbsolute":"-15496000"},"security":{"id":"71dfcf98-cd98-4bae-8095-6eaa72cc0e6e","cusip":"594918104","issuerName":"MICROSOFT CORP","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"ad685985-4691-42af-b331-5edb333335ae","ticker":"MSFT","name":"Microsoft Corporation"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:34:00.099Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1511,3631,5654,5655,5656,9678,10365,10451,12624,12779,14844,14918,19335,19391,20268,22205,24942,25025,25027,26497,27293,27799,27931,30626,30627,31038,31171,31172,32039,32479,33443,33444,33879],"modelCount":33,"horizons":{"3_MONTH":{"average":"4.6576","median":"4.0000","minimum":"3.0000","maximum":"8.0000","standardDeviation":"1.6378"},"1_YEAR":{"average":"16.4091","median":"15.0000","minimum":"8.0000","maximum":"28.0000","standardDeviation":"4.8170"},"5_YEAR":{"average":"97.6970","median":"85.0000","minimum":"65.0000","maximum":"185.0000","standardDeviation":"28.8323"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:52.803Z","generatedAt":"2026-10-20T00:34:00.196Z"}],"currentMarketData":{"lastPrice":"529.05","marketCap":"3928484.8170223115","updatedAt":"2026-10-19T11:07:15.509Z"}},{"id":"6fb5d953-f6fd-4553-b639-1b79a1858e9b","positionKey":"8e1c1f25-a023-4c53-85fd-674cea2e6c65:LONG","positionKind":"LONG","marketValueUsd":"57172000","longBookWeight":"0.01985620","sharesPrincipal":{"type":"SH","amount":"382396"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178"},"security":{"id":"8e1c1f25-a023-4c53-85fd-674cea2e6c65","cusip":"756577102","issuerName":"RED HAT INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"3c5ec8bb-6065-4306-a411-59e3ccebaf44","positionKey":"e56119a9-2b63-46b4-8c72-ce97d468d5f2:LONG","positionKind":"LONG","marketValueUsd":"52957000","longBookWeight":"0.01839231","sharesPrincipal":{"type":"SH","amount":"1015678"},"comparison":{"status":"REDUCED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"-10.7716","valueChangePercent":"13.139","shareChangeAbsolute":"-122613","valueChangeAbsolute":"6150000"},"security":{"id":"e56119a9-2b63-46b4-8c72-ce97d468d5f2","cusip":"595112103","issuerName":"MICRON TECHNOLOGY INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"d9e51f4f-4c40-4290-8035-3529bfcb6c8a","ticker":"MU","name":"Micron Technology Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:34:00.099Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[816,3164,4677,4678,4679,8611,8614,10980,12297,15651,15652,18377,19713,20819,20820,22800,23846,23848,25550,26762,27563,27936,28603,28604,28606,31441,31442,32175,32611,33017,33593,33995],"modelCount":32,"horizons":{"3_MONTH":{"average":"6.9219","median":"7.5000","minimum":"-8.0000","maximum":"15.0000","standardDeviation":"5.5903"},"1_YEAR":{"average":"29.4063","median":"29.0000","minimum":"12.0000","maximum":"50.0000","standardDeviation":"9.1476"},"5_YEAR":{"average":"139.3750","median":"142.5000","minimum":"75.0000","maximum":"250.0000","standardDeviation":"46.6160"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:15:58.669Z","generatedAt":"2026-10-20T00:34:00.196Z"}],"currentMarketData":{"lastPrice":"878.84","marketCap":"994339.9702804078","updatedAt":"2026-10-19T11:09:08.884Z"}},{"id":"99903916-0aa2-43ad-8ddb-e3c2d3ff327c","positionKey":"3af422e4-4ed7-44f1-b441-40c658611b85:LONG","positionKind":"LONG","marketValueUsd":"40538000","longBookWeight":"0.01407911","sharesPrincipal":{"type":"SH","amount":"1187391"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178"},"security":{"id":"3af422e4-4ed7-44f1-b441-40c658611b85","cusip":"02156B103","issuerName":"ALTERYX INC","classTitle":"COM CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"5aa8a1e7-6e89-4b4b-9fa6-495e05009404","positionKey":"caa7c1a2-8fd9-46d2-ae74-b371b023cd73:LONG","positionKind":"LONG","marketValueUsd":"36755000","longBookWeight":"0.01276525","sharesPrincipal":{"type":"SH","amount":"317479"},"comparison":{"status":"INCREASED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"28.3303","valueChangePercent":"32.2264","shareChangeAbsolute":"70087","valueChangeAbsolute":"8958000"},"security":{"id":"caa7c1a2-8fd9-46d2-ae74-b371b023cd73","cusip":"609839105","issuerName":"MONOLITHIC PWR SYS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"16df2a00-2fec-4cef-ab60-67e06ab68c65","positionKey":"0e3dbafc-253e-459a-af21-4db54b3106cd:LONG","positionKind":"LONG","marketValueUsd":"29171000","longBookWeight":"0.01013127","sharesPrincipal":{"type":"SH","amount":"823354"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178"},"security":{"id":"0e3dbafc-253e-459a-af21-4db54b3106cd","cusip":"G14838109","issuerName":"MIMECAST LTD","classTitle":"ORD SHS","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"027dd74f-737a-490a-ac58-e8b14c2b358a","positionKey":"81124911-7afe-4e71-9b62-83968abd2057:LONG","positionKind":"LONG","marketValueUsd":"27722000","longBookWeight":"0.00962803","sharesPrincipal":{"type":"SH","amount":"839796"},"comparison":{"status":"INCREASED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178","shareChangePercent":"38.0142","valueChangePercent":"72.2505","shareChangeAbsolute":"231311","valueChangeAbsolute":"11628000"},"security":{"id":"81124911-7afe-4e71-9b62-83968abd2057","cusip":"74346Y103","issuerName":"PROS HOLDINGS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"82922862-929f-4bcd-95ef-68a2a89293d5","positionKey":"7446f88f-b3cf-4e3b-b3f5-03ba272d8a18:LONG","positionKind":"LONG","marketValueUsd":"24168000","longBookWeight":"0.00839370","sharesPrincipal":{"type":"SH","amount":"556862"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"51a95f93-f36d-415f-8496-8df7c9586178"},"security":{"id":"7446f88f-b3cf-4e3b-b3f5-03ba272d8a18","cusip":"60937P106","issuerName":"MONGODB INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"7d5df23b-c2a2-4047-b320-727465b46a9d","ticker":"MDB","name":"MongoDB Inc"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:34:00.099Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1243,3509,5057,5058,5059,9069,9072,11441,12411,16222,16223,18737,18738,19933,21559,22916,24309,24311,25903,26972,27441,29181,29182,29184,29185,31673,31674,32292,32887,33134,33695,34097],"modelCount":32,"horizons":{"3_MONTH":{"average":"5.0625","median":"5.0000","minimum":"-8.0000","maximum":"12.0000","standardDeviation":"4.4013"},"1_YEAR":{"average":"22.8281","median":"22.2500","minimum":"6.0000","maximum":"50.0000","standardDeviation":"9.0731"},"5_YEAR":{"average":"138.4375","median":"120.0000","minimum":"65.0000","maximum":"300.0000","standardDeviation":"57.8716"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:30:51.127Z","generatedAt":"2026-10-20T00:34:00.196Z"}],"currentMarketData":{"lastPrice":"337.57","marketCap":"27193.404008259866","updatedAt":"2026-10-19T11:10:45.333Z"}}]}}