In a recent 13F filing with the SEC, Whale Rock Capital disclosed a significant increase in its ownership of Viavi Solutions (VIAV), a provider of network testing and monitoring equipment. As of June 30, 2026, the Boston-based investment firm held 6.88 million shares, an increase of 97.97% from the previous quarter. This transaction boosted the reported value of Whale Rock's holding to $328.33 million, making it a 2.64% position in their portfolio.
Investors should note that 13F filings are submitted to the SEC 45 days after the end of a quarter, so these reported trades occurred between April 1 and June 30, 2026. During that period, Viavi Solutions provides network testing, monitoring, and assurance solutions. Whale Rock is known for its fundamental, research-driven investment approach with a long-term focus on the technology, media, and telecommunications (TMT) sectors.