Whale Rock Capital Management as of June 30, 2013
Portfolio Holdings for Whale Rock Capital Management
Whale Rock Capital Management holds 28 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qihoo 360 Technologies Co Lt | 8.7 | $38M | 832k | 46.17 | |
| Yahoo! | 7.2 | $32M | 1.3M | 25.11 | |
| 7.1 | $31M | 36k | 880.37 | ||
| Linkedin Corp | 6.9 | $31M | 171k | 178.30 | |
| priceline.com Incorporated | 5.9 | $26M | 32k | 827.13 | |
| Changyou | 5.3 | $23M | 769k | 30.44 | |
| Tripadvisor (TRIP) | 5.0 | $22M | 364k | 60.87 | |
| Medidata Solutions | 4.8 | $21M | 277k | 77.45 | |
| Melco Crown Entertainment (MLCO) | 4.7 | $21M | 933k | 22.36 | |
| Pandora Media | 4.6 | $20M | 1.1M | 18.40 | |
| Workday Inc cl a (WDAY) | 4.3 | $19M | 301k | 64.09 | |
| Sodastream International | 4.2 | $19M | 260k | 72.65 | |
| Asml Holding (ASML) | 4.0 | $18M | 222k | 79.10 | |
| Time Warner | 3.6 | $16M | 280k | 57.82 | |
| Giant Interactive | 3.1 | $14M | 1.7M | 8.01 | |
| Netflix (NFLX) | 2.9 | $13M | 61k | 211.09 | |
| MercadoLibre (MELI) | 2.6 | $12M | 108k | 107.76 | |
| E Commerce China Dangdang | 2.4 | $11M | 1.5M | 6.94 | |
| stock | 2.3 | $10M | 222k | 46.36 | |
| Micron Technology (MU) | 2.1 | $9.6M | 667k | 14.33 | |
| CBS Corporation | 1.9 | $8.2M | 169k | 48.87 | |
| MasterCard Incorporated (MA) | 1.8 | $8.0M | 14k | 574.50 | |
| eBay (EBAY) | 1.8 | $7.9M | 153k | 51.72 | |
| CommVault Systems (CVLT) | 1.1 | $5.1M | 67k | 75.89 | |
| Cree | 1.0 | $4.5M | 70k | 63.86 | |
| Epam Systems (EPAM) | 0.5 | $2.3M | 85k | 27.18 | |
| Starwood Hotels&resorts Wrld option | 0.2 | $1.0M | 380k | 2.64 | |
| Tableau Software Inc Cl A | 0.0 | $28k | 499.00 | 56.11 |
