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[@FundFollower_](/creator/twitter/FundFollower_)
"Ranking holdings by dollar returns top assets held included Celestica Inc. $CLS (+$552386917) Roblox Corp. $RBLX (+$189598257) Carvana Co. $CVNA (+$160228013) Broadcom Inc. $AVGO (+$154720919) and AppLovin Corp. $APP (+$141005944)"  
![@FundFollower_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1914302113997606912.png) [@FundFollower_](/creator/x/FundFollower_) on [X](/post/tweet/1941166363328037004) 2025-07-04 16:05:00 UTC XXX followers, 1576 engagements


"Whale Rock Capital Management lead by Alex Sacerdote returned a XX% profit from reported holdings at the end of Q1 to the end of Q2. From XX holdings and $5763387859 of holdings reported a relative profit of $2186901420 was made.🧵"  
![@FundFollower_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1914302113997606912.png) [@FundFollower_](/creator/x/FundFollower_) on [X](/post/tweet/1941166356084507127) 2025-07-04 16:04:59 UTC XXX followers, 2529 engagements


"Ranking holdings by % returned top assets held included Celestica Inc. $CLS (+102%) Roblox Corp. $RBLX (+78%) Vertiv Holdings Co. $VRT (+77%) Carvana Co. $CVNA (+67%) and Broadcom Inc. $AVGO (+64%)"  
![@FundFollower_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1914302113997606912.png) [@FundFollower_](/creator/x/FundFollower_) on [X](/post/tweet/1941166359653826997) 2025-07-04 16:04:59 UTC XXX followers, XXX engagements


"Ranking holdings by dollar value returned top assets held included: - Avis Budget Group Inc. $CAR (+$1837389271) - Netflix Inc. $NFLX (+$741863651) - Meta Platforms Inc. $META (+$106060275) -Tapestry Inc. $TPR (+$93880277) - Hims & Hers Health Inc. $HIMS (+$73720000)"  
![@FundFollower_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1914302113997606912.png) [@FundFollower_](/creator/x/FundFollower_) on [X](/post/tweet/1941489863909310862) 2025-07-05 13:30:29 UTC XXX followers, 1330 engagements


"They made reduction in X different holdings: - UnitedHealth Group Inc. $UNH (-26.15%) - Donaldson Company Inc. $DCI (-14.02%) - John Bean Technologies Corp. $JBT (-4.8%) - Simpson Manufacturing Co. Inc. $SSD (-3.81%) - Interparfums Inc. $IPAR (-1.42%) - S&P Global Inc. $SPGI (-0.75%)"  
![@FundFollower_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1914302113997606912.png) [@FundFollower_](/creator/x/FundFollower_) on [X](/post/tweet/1946183484101296458) 2025-07-18 12:21:15 UTC XXX followers, XXX engagements


"The biggest share additions they made on relative percentage terms were in: - Wyndham Hotels & Resorts Inc. $WH (+102.96%) - Hayward Holdings Inc. $HAYW (+100%) - Copart Inc. $CPRT (+56.38%) - Mettler-Toledo International Inc. $MTD (+41.91%) - Hilton Worldwide Holdings Inc. $HLT (+39.95%)"  
![@FundFollower_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1914302113997606912.png) [@FundFollower_](/creator/x/FundFollower_) on [X](/post/tweet/1946183480955859452) 2025-07-18 12:21:14 UTC XXX followers, XXX engagements