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Funds / Whalerock Point Partners, LLC
Institutional Fund

Whalerock Point Partners, LLC

West Palm Beach, FLCIK 13897095 filings on record

Portfolio Value
$518.15M
Q1 2026
Holdings
197
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-1.4%
from $525.71M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Nvidia Corporation10.5%
  • Apple Inc6.8%
  • Alphabet Inc6.7%
  • Microsoft Corp4.5%
  • Amazon Com Inc3.2%
  • Visa Inc3.0%
  • Other65.3%

Portfolio Holdings

197 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Nvidia Corporation313.1K$54.61M10.5%2.5KReduced
2Apple Inc138.2K$35.07M6.8%48Reduced
3Alphabet Inc119.9K$34.48M6.7%+1.9KAdded
4Microsoft Corp62.6K$23.17M4.5%+2.0KAdded
5Amazon Com Inc80.3K$16.73M3.2%+1.7KAdded
6Visa Inc51.5K$15.56M3.0%+585Added
7Jpmorgan Chase & Co.52.6K$15.49M3.0%80Reduced
8Costco Whsl Corp New13.1K$13.05M2.5%20Reduced
9Meta Platforms Inc22.3K$12.78M2.5%+1.1KAdded
10Ishares Tr17.0K$11.09M2.1%+1.0KAdded

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