In a significant portfolio shift, Whale Rock Capital fully exited its position in Advanced Energy Industries during the second quarter of 2026. The technology-focused investment firm sold its entire stake of 1.02 million shares, which had been valued at nearly $330 million and previously represented over 4% of its reported portfolio.
This trade information comes from a quarterly 13F filing, which discloses positions held as of June 30, 2026, meaning the transactions occurred between April and June. The disclosure follows a period where Advanced Energy reported record quarterly revenue and profits, driven by strong demand from the semiconductor and data center markets.