Whale Rock Capital takes new stake in Microsoft, exits Apple, among Q3 moves

[Apple Store at 5th Ave in Manhattan, New York City] ozgurdonmaz/iStock Unreleased via Getty Images Whale Rock Capital Management added new stakes in Hewlett Packard (HPE [https://seekingalpha.com/symbol/HPE]) and Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]), exited Apple (AAPL [https://seekingalpha.com/symbol/AAPL]), raised its holdings in NVIDIA (NVDA [https://seekingalpha.com/symbol/NVDA]), and cut its position in Alphabet (GOOG [https://seekingalpha.com/symbol/GOOG]) (GOOGL [https://seekingalpha.com/symbol/GOOGL]), as part of the hedge fund's Q3 portfolio positioning changes [https://www.sec.gov/Archives/edgar/data/1387322/000117266126005033/xslForm13F_X02/infotable.xml].