Whale Rock Capital portfolio · 2006-12-31
Disclosed long book
$226.7 million
Long positions
31
Calls / puts
2 / 0
Top 5 concentration
34.7%
Longs with AI data
2 / 31
Average AI 1Y
+22.3%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
No immediately preceding quarter is available for comparison.
The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
BON-TON STORES INC BON-TON STORES INC · COM · 09776J101 | LONG | 616,444 | $21.4 million | 9.4% | NOT COMPARABLE | — | 1Y — 5Y — |
HEWLETT PACKARD CO HEWLETT PACKARD CO · COM · 428236103 | LONG | 449,587 | $18.5 million | 8.2% | NOT COMPARABLE | — | 1Y — 5Y — |
AAPL Apple Inc. | LONG | 162,849 | $13.8 million | 6.1% | NOT COMPARABLE | — | 1Y +12.3% 5Y +75.3% · 33 models |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 28,627 | $13.2 million | 5.8% | NOT COMPARABLE | — | 1Y — 5Y — |
ANADIGICS INC ANADIGICS INC · COM · 032515108 | LONG | 1,342,773 | $11.9 million | 5.2% | NOT COMPARABLE | — | 1Y — 5Y — |
HAS Hasbro | LONG | 408,512 | $11.1 million | 4.9% | NOT COMPARABLE | — | 1Y — 5Y — |
AT&T INC AT&T INC · COM · 00206R102 | LONG | 309,410 | $11.1 million | 4.9% | NOT COMPARABLE | — | 1Y — 5Y — |
PINNACLE ENTMT INC PINNACLE ENTMT INC · COM · 723456109 | LONG | 311,530 | $10.3 million | 4.6% | NOT COMPARABLE | — | 1Y — 5Y — |
BROCADE COMMUNICATIONS SYS I BROCADE COMMUNICATIONS SYS I · COM · 111621108 | LONG | 1,215,052 | $10.0 million | 4.4% | NOT COMPARABLE | — | 1Y — 5Y — |
QIMONDA AG QIMONDA AG · SPONSORED ADR · 746904101 | LONG | 497,161 | $8.7 million | 3.8% | NOT COMPARABLE | — | 1Y — 5Y — |
R H DONNELLEY CORP R H DONNELLEY CORP · COM NEW · 74955W307 | LONG | 125,000 | $7.8 million | 3.5% | NOT COMPARABLE | — | 1Y — 5Y — |
COMCAST CORP NEW COMCAST CORP NEW · CL A · 20030N101 | LONG | 184,187 | $7.8 million | 3.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ALCATEL-LUCENT ALCATEL-LUCENT · SPONSORED ADR · 013904305 | LONG | 536,678 | $7.6 million | 3.4% | NOT COMPARABLE | — | 1Y — 5Y — |
SILICON MOTION TECHNOLOGY CO SILICON MOTION TECHNOLOGY CO · SPONSORED ADR · 82706C108 | LONG | 455,966 | $7.2 million | 3.2% | NOT COMPARABLE | — | 1Y — 5Y — |
CABLEVISION SYS CORP CABLEVISION SYS CORP · CL A NY CABLVS · 12686C109 | LONG | 250,449 | $7.1 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
ISLE OF CAPRI CASINOS INC ISLE OF CAPRI CASINOS INC · COM · 464592104 | LONG | 256,744 | $6.8 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
DOMINOS PIZZA INC DOMINOS PIZZA INC · COM · 25754A201 | LONG | 240,763 | $6.7 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
MIPS TECHNOLOGIES INC MIPS TECHNOLOGIES INC · COM · 604567107 | LONG | 761,185 | $6.3 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
POLO RALPH LAUREN CORP POLO RALPH LAUREN CORP · CL A · 731572103 | LONG | 78,630 | $6.1 million | 2.7% | NOT COMPARABLE | — | 1Y — 5Y — |
NVDA NVIDIA Corporation | LONG | 163,397 | $6.0 million | 2.7% | NOT COMPARABLE | — | 1Y +32.4% 5Y +188.0% · 33 models |
GLOBAL CROSSING LTD GLOBAL CROSSING LTD · SHS NEW · G3921A175 | LONG | 209,832 | $5.2 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
NOVATEL WIRELESS INC NOVATEL WIRELESS INC · COM NEW · 66987M604 | LONG | 388,151 | $3.8 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · COM NEW · 29444U502 | LONG | 42,037 | $3.2 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
CITRIX SYS INC CITRIX SYS INC · COM · 177376100 | LONG | 110,000 | $3.0 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
SIMPLETECH INC SIMPLETECH INC · COM · 828823104 | LONG | 189,170 | $2.4 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
LIN TV CORP LIN TV CORP · CL A · 532774106 | LONG | 200,000 | $2.0 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
INTERPUBLIC GROUP COS INC INTERPUBLIC GROUP COS INC · COM · 460690100 | LONG | 150,000 | $1.8 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
MORGANS HOTEL GROUP CO MORGANS HOTEL GROUP CO · COM · 61748W108 | LONG | 100,838 | $1.7 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
SRS LABS INC SRS LABS INC · COM · 78464M106 | LONG | 153,118 | $1.7 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
ACTIONS SEMICONDUCTOR CO LTD ACTIONS SEMICONDUCTOR CO LTD · ADR · 00507E107 | LONG | 195,923 | $1.6 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
REX STORES CORP REX STORES CORP · COM · 761624105 | LONG | 44,473 | $789,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
COMCAST CORP NEW COMCAST CORP NEW · CL A · 20030N101 | CALL | 183,200 | $7.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
HEWLETT PACKARD CO HEWLETT PACKARD CO · COM · 428236103 | CALL | 150,000 | $6.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |