Whale Rock adds new Netflix, Coupang stakes, boosts Nvidia, Broadcom in Q2 trades

[Businessmen shaking hands in an office lobby]
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Whale Rock Capital Management took new stakes in Netflix (NASDAQ:NFLX [https://seekingalpha.com/symbol/NFLX]), with 253.2K shares, Coupang (NYSE:CPNG [https://seekingalpha.com/symbol/CPNG]), with 1.41M shares, and Corning (GLW [https://seekingalpha.com/symbol/GLW]), with 1.88M shares, during Q2 2025, the hedge fund disclosed in a 13F filing published Thursday.

The firm also boosted its positions in Nvidia (NASDAQ:NVDA [https://seekingalpha.com/symbol/NVDA]), to 3.59M shares in Q2 from 1.86M shares in Q1, and Broadcom (NASDAQ:AVGO [https://seekingalpha.com/symbol/AVGO]), to 1.64M from 1.44M.

Meanwhile, it pared its holdings in Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]), Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) and Duolingo (DUOL [https://seekingalpha.com/symbol/DUOL]).

It dumped its stakes in Wix.com (WIX [https://seekingalpha.com/symbol/WIX]) and Toast (TOST [https://seekingalpha.com/symbol/TOST]) during the three-month period, the filing [https://www.sec.gov/Archives/edgar/data/1387322/000117266125003481/xslForm13F_X02/infotable.xml] showed.

MORE ON NETFLIX, COUPANG, ETC.

* Nvidia: Take Most Of Your Profits Before Q2 Earnings [https://seekingalpha.com/article/4813123-nvidia-take-most-of-your-profits-before-q2-earnings]
* Broadcom: No More Room For Disappointment [https://seekingalpha.com/article/4813101-broadcom-no-more-room-for-disappointment]
* Beneath The AI Hype: Cracks Are Forming In Nvidia's Fortress [https://seekingalpha.com/article/4812733-beneath-the-ai-hype-cracks-are-forming-in-nvidia-fortress]
* David Tepper's Appaloosa top Q2 buys/sells feature Intel, Broadcom, UAL, others [https://seekingalpha.com/news/4485654-david-teppers-appaloosa-top-q2-buyssells-feature-intel-broadcom-ual-others]
* Soros Capital bets on South Korea and chips, withdraws from Brazil in Q2 trades [https://seekingalpha.com/news/4485618-soros-capital-bets-on-south-korea-and-chips-withdraws-from-brazil-in-q2-trades]