2026년 2월 18일 · Unknown · financial · 출처 Seeking Alpha
[Celestica headquarters in Toronto, Canada.]
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Whale Rock took a new stake in Macom Technology Solutions (MTSI [https://seekingalpha.com/symbol/MTSI]), exited Hinge Health (HNGE [https://seekingalpha.com/symbol/HNGE]), and boosted stakes in Alphabet (GOOG [https://seekingalpha.com/symbol/GOOG]), while lightening holdings in Celestica (CLS [https://seekingalpha.com/symbol/CLS])
The hedge fund added new holdings in Macom Technology Solutions (MTSI [https://seekingalpha.com/symbol/MTSI]) with 783K shares ($134.1M) and Sandisk (SNDK [https://seekingalpha.com/symbol/SNDK]) with 1.00M shares ($238.2M).
It closed out positions in Hinge Health (HNGE [https://seekingalpha.com/symbol/HNGE]) and Sea Ltd. (SE [https://seekingalpha.com/symbol/SE]).
The company Increased its stake in Alphabet (GOOGL [https://seekingalpha.com/symbol/GOOGL]) class A shares to 2.10M shares valued at $657.6M from 1.17M shares in Q3, in Carvana (CVNA [https://seekingalpha.com/symbol/CVNA]) to 1.07M shares ($451.9M) from 568K, in JFrog (FROG [https://seekingalpha.com/symbol/FROG]) to 5.30M shares ($330.9M) from 2.91M shares, and in TTM Technologies to 4.28M shares ($295.1M) from 2.02M.
The firm reduced holdings in Celestica (CLS [https://seekingalpha.com/symbol/CLS]) to 1.88M shares ($556.5M) from 2.99M shares, in Meta Platforms (META [https://seekingalpha.com/symbol/META]) to 470K shares ($310.1M) from 729.8K shares, and in Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) to 1.20M shares ($224.1M) from 3.19M shares, among others, according to the filing. [https://www.sec.gov/Archives/edgar/data/1387322/000117266126001153/xslForm13F_X02/infotable.xml]
MORE ON HINGE HEALTH, INC., MACOM TECHNOLOGY, ETC.
* Celestica's Next Move Isn't About 2026 - It's About Proving 2027 [https://seekingalpha.com/article/4870463-celestica-next-move-is-not-about-2026-it-is-about-proving-2027]
* Celestica: Surfing The AI Infrastructure Buildout [https://seekingalpha.com/article/4870299-celestica-surfing-the-ai-infrastructure-buildout]
* Hinge Health, Inc. 2025 Q4 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4868639-hinge-health-inc-2025-q4-results-earnings-call-presentation]
* Hinge Health outlines 25% revenue growth target for 2026 while expanding AI-driven care [https://seekingalpha.com/news/4549921-hinge-health-outlines-25-percent-revenue-growth-target-for-2026-while-expanding-ai-driven]
* Hinge Health, Inc. Non-GAAP EPS of $0.49 beats by $0.06, revenue of $170.7M beats by $13.9M [https://seekingalpha.com/news/4549792-hinge-health-inc-non-gaap-eps-of-0_49-beats-by-0_06-revenue-of-170_7m-beats-by-13_9m]