Whale Rock Long Opportunities Fund LTD
Whale Rock Long Opportunities Fund LTD is a hedge fund based in Boston, Massachusetts. According to its most recent Form D, filed Oct 30, 2026, the fund has sold $1,678,168,284 of interests to 107 investors since its first sale in Jan 2020. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Whale Rock Capital Management LLC; James Houghtlin; Scott Jones.
Performance
No verified returns have been reported for this fund. As a rough guide, Whale Rock Capital Management, which manages it, disclosed U.S. stock holdings that returned an estimated +58.7% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +193.1% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $1,678,168,284Cumulative sales reported on Form D
- Investors
- 107
- First sale
- Jan 1, 2020
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Whale Rock Capital Management LLC; James Houghtlin; Scott Jones
- Latest Form D
- Oct 30, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Whale Rock Long Opportunities Fund LTD
What is the minimum investment for Whale Rock Long Opportunities Fund LTD?
According to its latest Form D, filed Oct 30, 2026, the minimum investment Whale Rock Long Opportunities Fund LTD accepts from an outside investor is $100,000.
Who can invest in Whale Rock Long Opportunities Fund LTD?
Whale Rock Long Opportunities Fund LTD is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Whale Rock Long Opportunities Fund LTD raised?
Whale Rock Long Opportunities Fund LTD reports $1,678,168,284 sold from 107 investors on its Form D filed Oct 30, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Whale Rock Long Opportunities Fund LTD based?
Whale Rock Long Opportunities Fund LTD is based in Boston, Massachusetts and is managed by Whale Rock Capital Management.
When did Whale Rock Long Opportunities Fund LTD launch?
Whale Rock Long Opportunities Fund LTD reports its first sale in Jan 2020.
Size compared with every hedge fund
Raised more than 88% of the 474 hedge funds based in Massachusetts, and more than 94% of all 10,307 that report sales.