Whale Rock Capital has significantly increased its investment in TTM Technologies (TTMI), a leading manufacturer of printed circuit boards and radio frequency components. According to a recent SEC filing, the tech-focused hedge fund boosted its position by over 20%, acquiring an estimated $133.91 million worth of shares. This transaction raised Whale Rock's total holding to a value of $791.20 million, representing a notable 6.35% of their reported portfolio.
Investors should note that this disclosure comes from a delayed 13F filing, reflecting trades made during the second quarter of 2026. The move aligns with a period of strong performance for TTM, which has seen increased demand from the AI and aerospace and defense sectors. Whale Rock's increased stake continues its significant investment in the semiconductor and related technology space.