Whale Rock dumps DocuSign, but adds to big e-commerce bet — here are the fund's top holdings

People walk along Wall Street in lower Manhattan on September 21, 2020 in New York City.
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Alex Sacerdote's Whale Rock Capital Management shuffled its deck of tech stocks during the third quarter, dumping one of its largest holdings and adding a stake in a top e-commerce stock, according to securities filings.

Sacerdote, one of the rising stars of the hedge fund world, started Whale Rock in 2006 and made big bets on stay-at-home stocks earlier this year. The fund has nearly $15 billion in equity assets, according to FactSet.