SCHEDULE: Whale Rock Capital Discloses 4.03% Stake in Celestica

Whale Rock Capital Management LLC and Alexander Sacerdote reported a beneficial ownership of 4.03% in Celestica Inc. common shares as of June 30, 2025.

Summary

• Whale Rock Capital Management LLC and Alexander Sacerdote beneficially own 4,639,115 common shares of Celestica Inc.
• This ownership represents 4.03% of Celestica Inc.'s common shares outstanding.
• The shares are held by investment limited partnerships for which Whale Rock Capital Management LLC serves as investment manager.
• Whale Rock Capital Management LLC and Alexander Sacerdote have shared voting and shared dispositive power over all 4,639,115 shares.
• The filing is an Amendment No. 2 to a Schedule 13G, indicating an update to a previously reported stake.
• The percentage of beneficial ownership was calculated based on 114,991,980 Subordinate Voting Shares outstanding, as reported by Celestica Inc. in its Form 8-K filed on July 17, 2025.

Sentiment

Score: 5

Explanation: Neutral. This is a routine Schedule 13G amendment disclosing an institutional ownership stake below 5%, indicating a passive investment. It does not contain information that would significantly alter the company's outlook or financial performance.

Future Outlook

NA

Industry Context

This filing indicates continued institutional interest in Celestica Inc. from a significant investment manager, Whale Rock Capital Management. It reflects a passive investment stake, not an activist position, consistent with typical institutional portfolio holdings.

Stakeholder Impact

• Shareholders are informed of a significant institutional investor's stake, which can influence market perception and liquidity.

Key Dates

Keywords

Celestica Inc., Whale Rock Capital Management, Alexander Sacerdote, Schedule 13G, Beneficial Ownership, Common Shares, Institutional Investor, Investment Management