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BOSTON, MA · CIK 0001387322
Portfolio Value
$775.21M
Positions
29
New
13
Increased
8
Decreased
8
Sold Out
9
Whale Rock Capital Management LLC (BOSTON, MA) reported a portfolio value of $775.21M across 29 positions in their Q2 2014 SEC 13F filing (period ending 2014-06-30). The top 10 positions account for 53.2% of the portfolio.
Top 29 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 | $61.28M | 7.91% | -6.9% |
| 2 | PRICELINE GRP INC | $44.32M | 5.72% | +147.7% |
| 3 | AAPLAPPLE INC | $42.66M | 5.50% | +1585.0% |
| 4 | TRIPTRIPADVISOR INC | $41.03M | 5.29% | -0.2% |
| 5 | MUMICRON TECHNOLOGY INC | $39.51M | 5.10% | New |
| 6 | MSFTMICROSOFT CORP | $39.42M | 5.08% | +12.7% |
| 7 | GOOGLE INC | $38.18M | 4.93% | New |
| 8 | YAHOYYAHOO INC | $35.63M | 4.60% | -32.5% |
| 9 | JMEIUSDJUMEI INTL HLDG LTD | $35.55M | 4.59% | New |
| 10 | LRCXEURLAM RESEARCH CORP | $34.45M | 4.44% | +175.7% |
| Stock | Value | Shares |
|---|---|---|
| MUMICRON TECHNOLOGY INC | $39.51M | 1,199,121 |
| GOOGLE INC | $38.18M | 66,371 |
| JMEIUSDJUMEI INTL HLDG LTD | $35.55M | 1,306,825 |
| JDJD COM INC | $30.99M | 1,086,840 |
| PANWPALO ALTO NETWORKS INC | $26.71M | 318,596 |
| DATATABLEAU SOFTWARE INC | $26.69M | 374,143 |
| ZEN1EURZENDESK INC | $24.07M | 1,385,112 |
| TEXTURA CORP | $21.09M | 892,334 |
| IMPERVA INC | $18.81M | 718,490 |
| CRTOCRITEO S A | $15.16M | 448,887 |
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