Whale Rock Capital Management as of June 30, 2014
Portfolio Holdings for Whale Rock Capital Management
Whale Rock Capital Management holds 29 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Qihoo 360 Technologies Co Lt | 7.9 | $61M | 666k | 92.04 | |
priceline.com Incorporated | 5.7 | $44M | 37k | 1203.01 | |
Apple (AAPL) | 5.5 | $43M | 459k | 92.93 | |
Tripadvisor (TRIP) | 5.3 | $41M | 378k | 108.66 | |
Micron Technology (MU) | 5.1 | $40M | 1.2M | 32.95 | |
Microsoft Corporation (MSFT) | 5.1 | $39M | 945k | 41.70 | |
Google Inc Class C | 4.9 | $38M | 66k | 575.28 | |
Yahoo! | 4.6 | $36M | 1.0M | 35.13 | |
Jumei Intl Hldg Ltd Sponsored | 4.6 | $36M | 1.3M | 27.20 | |
Lam Research Corporation (LRCX) | 4.4 | $35M | 510k | 67.58 | |
Jd (JD) | 4.0 | $31M | 1.1M | 28.51 | |
Workday Inc cl a (WDAY) | 3.9 | $31M | 339k | 89.86 | |
Netflix (NFLX) | 3.6 | $28M | 64k | 440.61 | |
58 Com Inc spon adr rep a | 3.6 | $28M | 512k | 54.06 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.5 | $27M | 143k | 187.74 | |
Palo Alto Networks (PANW) | 3.5 | $27M | 319k | 83.85 | |
Tableau Software Inc Cl A | 3.4 | $27M | 374k | 71.33 | |
3.3 | $26M | 44k | 584.67 | ||
Zendesk | 3.1 | $24M | 1.4M | 17.38 | |
Textura | 2.7 | $21M | 892k | 23.64 | |
Imperva | 2.4 | $19M | 719k | 26.18 | |
Yelp Inc cl a (YELP) | 2.1 | $16M | 211k | 76.68 | |
Criteo Sa Ads (CRTO) | 2.0 | $15M | 449k | 33.77 | |
Yandex Nv-a (YNDX) | 1.1 | $8.5M | 238k | 35.64 | |
Integrated Device Technology | 1.1 | $8.2M | 530k | 15.46 | |
Amazon (AMZN) | 1.0 | $8.0M | 25k | 324.77 | |
Icg Group | 1.0 | $7.5M | 358k | 20.88 | |
International Business Machs option | 0.8 | $6.5M | 185k | 35.13 | |
Wix (WIX) | 0.8 | $5.9M | 299k | 19.84 |