Whale Rock Capital Management

Whale Rock Capital Management as of Dec. 31, 2012

Portfolio Holdings for Whale Rock Capital Management

Whale Rock Capital Management holds 42 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Linkedin Corp 8.3 $31M 270k 114.82
Qihoo 360 Technologies Co Lt 6.8 $25M 856k 29.69
Dillard's (DDS) 4.9 $18M 219k 83.77
Google 4.8 $18M 25k 707.38
priceline.com Incorporated 4.2 $16M 25k 620.38
Equinix 4.0 $15M 72k 206.19
Changyou 4.0 $15M 558k 26.34
Sina Corporation 3.8 $14M 283k 50.22
EMC Corporation 3.8 $14M 553k 25.30
Akamai Technologies (AKAM) 3.7 $14M 338k 40.91
Melco Crown Entertainment (MLCO) 3.6 $13M 797k 16.84
Medidata Solutions 3.6 $13M 338k 39.18
Workday Inc cl a (WDAY) 3.4 $13M 234k 54.50
Time Warner Cable 3.4 $13M 130k 97.19
Tripadvisor (TRIP) 3.3 $12M 292k 41.92
Comcast Corporation (CMCSA) 3.1 $12M 313k 37.36
Yahoo! 2.9 $11M 549k 19.90
Interxion Holding 2.5 $9.1M 384k 23.76
News Corporation 2.4 $9.0M 342k 26.24
Giant Interactive 2.3 $8.4M 1.6M 5.41
Apple (AAPL) 2.2 $8.3M 16k 532.18
BroadSoft 2.1 $8.0M 220k 36.33
CommVault Systems (CVLT) 2.1 $7.8M 112k 69.66
MasterCard Incorporated (MA) 1.9 $6.9M 14k 491.30
Cisco Systems (CSCO) 1.8 $6.6M 338k 19.65
Time Warner 1.4 $5.3M 111k 47.83
Amazon (AMZN) 1.4 $5.1M 20k 250.89
Take-Two Interactive Software (TTWO) 1.4 $5.1M 465k 11.01
Skyworks Solutions (SWKS) 1.3 $4.9M 242k 20.30
Ltx Credence Corporation 1.1 $4.0M 612k 6.56
Sodastream International 1.0 $3.6M 80k 44.89
eBay (EBAY) 0.6 $2.1M 41k 51.00
Applied Micro Circuits Corporation 0.6 $2.1M 254k 8.42
TriQuint Semiconductor 0.5 $1.9M 389k 4.83
inContact, Inc . 0.4 $1.5M 294k 5.18
MicroStrategy Incorporated (MSTR) 0.3 $1.2M 13k 93.38
Yelp Inc cl a (YELP) 0.3 $999k 53k 18.85
Uni-Pixel (UNXLQ) 0.2 $852k 62k 13.69
Extreme Networks (EXTR) 0.2 $782k 215k 3.64
Jiayuan.com Internationa 0.1 $570k 103k 5.55
Neonode 0.1 $523k 108k 4.86
Tesla Motors Inc cmn 0.1 $240k 70k 3.43