Whale Rock Capital Management as of Dec. 31, 2014
Portfolio Holdings for Whale Rock Capital Management
Whale Rock Capital Management holds 27 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| RF Micro Devices | 8.2 | $72M | 4.3M | 16.59 | |
| Imperva | 7.4 | $65M | 1.3M | 49.43 | |
| Infinera (INFN) | 6.5 | $57M | 3.9M | 14.72 | |
| Zendesk | 6.4 | $56M | 2.3M | 24.37 | |
| Microsoft Corporation (MSFT) | 5.8 | $51M | 1.1M | 46.45 | |
| Apple (AAPL) | 5.5 | $48M | 438k | 110.38 | |
| Palo Alto Networks (PANW) | 5.4 | $47M | 387k | 122.57 | |
| Baidu (BIDU) | 5.2 | $45M | 198k | 227.97 | |
| Lam Research Corporation (LRCX) | 4.9 | $43M | 537k | 79.34 | |
| priceline.com Incorporated | 4.5 | $39M | 35k | 1140.22 | |
| Textura | 4.3 | $38M | 1.3M | 28.47 | |
| Micron Technology (MU) | 4.2 | $37M | 1.1M | 35.01 | |
| Tableau Software Inc Cl A | 4.2 | $37M | 436k | 84.76 | |
| International Business Machs option | 3.4 | $30M | 185k | 160.44 | |
| Qlik Technologies | 3.1 | $27M | 881k | 30.89 | |
| Electronic Arts (EA) | 2.9 | $25M | 539k | 47.02 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.9 | $25M | 1.3M | 19.54 | |
| Google Inc Class C | 2.2 | $19M | 37k | 526.39 | |
| Silicon Motion Technology (SIMO) | 2.2 | $19M | 814k | 23.65 | |
| Ellie Mae | 2.1 | $18M | 453k | 40.32 | |
| NetEase (NTES) | 1.9 | $17M | 169k | 99.14 | |
| Wix (WIX) | 1.5 | $13M | 625k | 21.00 | |
| REPCOM cla | 1.3 | $11M | 183k | 62.34 | |
| Monolithic Power Systems (MPWR) | 1.3 | $11M | 228k | 49.74 | |
| 1.2 | $11M | 20k | 530.64 | ||
| Inphi Corporation | 0.8 | $6.6M | 355k | 18.48 | |
| Workday Inc cl a (WDAY) | 0.7 | $6.2M | 76k | 81.61 |
