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BOSTON, MA · CIK 0001387322
Portfolio Value
$575.84M
Positions
31
New
10
Increased
4
Decreased
17
Sold Out
8
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $575.84M across 31 positions in their Q3 2013 SEC 13F filing (period ending 2013-09-30). The top 10 positions account for 56.6% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | HNOIQIHOO 360 TECHNOLOGY CO LTD | $54.89M | 9.53% | -20.7% |
| 2 | YAHOYYAHOO INC | $50.62M | 8.79% | +19.6% |
| 3 | LINKEDIN CORP | $36.28M | 6.30% | -13.8% |
| 4 | PRICELINE COM INC | $31.73M | 5.51% | -0.2% |
| 5 | GOOGLE INC | $28.48M | 4.95% | -8.7% |
| 6 | YELPYELP INC | $25.83M | 4.49% | New |
| 7 | STARWOOD PPTY TR INC | $25.18M | 4.37% | New |
| 8 | MEDGPANDORA MEDIA INC | $24.67M | 4.28% | -10.9% |
| 9 | WDAYWORKDAY INC | $24.32M | 4.22% | -0.2% |
| 10 | TRIPTRIPADVISOR INC | $24.10M | 4.18% | -12.7% |
| Stock | Value | Shares |
|---|---|---|
| YELPYELP INC | $25.83M | 390,349 |
| STARWOOD PPTY TR INC | $25.18M | 378,900 |
| FOXATWENTY FIRST CENTY FOX INC | $18.84M | 564,137 |
| VIPSVIPSHOP HLDGS LTD | $8.62M | 151,769 |
| AMZNAMAZON COM INC | $6.40M | 20,466 |
| SOUFUN HLDGS LTD | $5.75M | 111,259 |
| MPWRMONOLITHIC PWR SYS INC | $5.23M | 172,703 |
| GT ADVANCED TECHNOLOGIES INC | $4.05M | 476,306 |
| FOXATWENTY FIRST CENTY FOX INC | $1.96M | 58,576 |
| FLEETMATICS GROUP PLC | $1.21M | 32,177 |
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