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Founder & Portfolio Manager
Alex Sacerdote
Founder of Whale Rock Capital Management, a $17B+ technology-focused investment firm. Over 20 years, Sacerdote has developed a refined framework for investing through technology cycles, focusing on S-curve opportunities, competitive moats, and underappreciated earnings power. Whale Rock has delivered 44% annual returns over the past three years.
Known For
Technology S-curve investingAI stack analysisDurable competitive advantages identificationLong-term conviction investing