Alex Sacerdote doesn't chase trends.
He positions ahead of them, then waits for everyone else to catch up.
His firm, Whale Rock Capital Management, built a reputation doing exactly that — calling the cloud computing boom early, loading up on AI infrastructure before it was a consensus trade, and posting 54% returns in 2024 while most investors were still arguing about whether the AI rally had legs.
Now Whale Rock's latest 13-F filing reveals five stocks Sacerdote was quietly buying in Q1 — and none of them are the household names you'd expect from a fund with a $10 billion AI thesis.
No Nvidia.
