Alex Sacerdote - How to Invest Through Technology Cycles
Invest Like the Best with Patrick O'Shaughnessy
- Published
- June 9, 2026
- Duration
- 1h 11m
- Summary source
- description
- Last updated
- Jun 10, 2026
Discusses investing.
Summary
My guest today is Alex Sacerdote, founder of Whale Rock Capital Management. Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a…
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Show notes
My guest today is Alex Sacerdote, founder of Whale Rock Capital Management. Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a single lens that he has refined over twenty years. He looks for technology S-curves, durable competitive advantages, and underappreciated earn
Themes
- investing