Whale Rock Capital Management

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
Google 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