Whale Rock Capital Management as of Dec. 31, 2015
Portfolio Holdings for Whale Rock Capital Management
Whale Rock Capital Management holds 33 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.2 | $135M | 199k | 675.89 | |
| NetEase (NTES) | 8.7 | $104M | 573k | 181.24 | |
| Zendesk | 8.3 | $99M | 3.8M | 26.44 | |
| Ellie Mae | 6.4 | $77M | 1.3M | 60.23 | |
| Facebook Inc cl a (META) | 5.0 | $60M | 577k | 104.66 | |
| Alphabet Inc Class A cs (GOOGL) | 4.2 | $50M | 64k | 778.01 | |
| Activision Blizzard | 3.5 | $42M | 1.1M | 38.71 | |
| salesforce (CRM) | 3.5 | $42M | 536k | 78.40 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $41M | 440k | 93.94 | |
| Analog Devices (ADI) | 3.3 | $40M | 715k | 55.32 | |
| Netflix (NFLX) | 3.2 | $38M | 333k | 114.38 | |
| Apple (AAPL) | 3.0 | $36M | 338k | 105.26 | |
| 58 Com Inc spon adr rep a | 3.0 | $36M | 539k | 65.96 | |
| Wayfair (W) | 2.9 | $34M | 723k | 47.62 | |
| Electronic Arts (EA) | 2.9 | $34M | 499k | 68.72 | |
| Epam Systems (EPAM) | 2.7 | $32M | 407k | 78.62 | |
| Palo Alto Networks (PANW) | 2.5 | $30M | 170k | 176.14 | |
| Alphabet Inc Class C cs (GOOG) | 2.4 | $29M | 39k | 758.88 | |
| Jd (JD) | 2.2 | $26M | 803k | 32.26 | |
| MaxLinear (MXL) | 1.8 | $21M | 1.4M | 14.73 | |
| NVIDIA Corporation (NVDA) | 1.7 | $21M | 630k | 32.96 | |
| Alibaba Group Holding (BABA) | 1.7 | $21M | 253k | 81.27 | |
| Atlassian Corp Plc cl a | 1.6 | $20M | 650k | 30.08 | |
| Shopify Inc cl a (SHOP) | 1.6 | $19M | 754k | 25.80 | |
| Oclaro | 1.5 | $18M | 5.2M | 3.48 | |
| Applied Optoelectronics (AAOI) | 1.4 | $17M | 1.0M | 17.16 | |
| New Relic | 1.2 | $15M | 413k | 36.43 | |
| Avago Technologies | 1.2 | $14M | 97k | 145.15 | |
| Qorvo (QRVO) | 1.1 | $13M | 250k | 50.90 | |
| Inphi Corporation | 1.1 | $13M | 467k | 27.02 | |
| Monolithic Power Systems (MPWR) | 1.0 | $12M | 184k | 63.71 | |
| Tableau Software Inc Cl A | 0.8 | $10M | 108k | 94.22 | |
| Tree (TREE) | 0.3 | $3.3M | 37k | 89.29 |
