Whale Rock Capital portfolio · 2013-03-31
Disclosed long book
$400.1 million
Long positions
35
Calls / puts
0 / 0
Top 5 concentration
36.6%
Longs with AI data
0 / 35
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
LINKEDIN CORP LINKEDIN CORP · COM CL A · 53578A108 | LONG | 267,921 | $47.2 million | 11.8% | REDUCED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 34,327 | $27.3 million | 6.8% | INCREASED | — | 1Y — 5Y — |
QIHOO 360 TECHNOLOGY CO LTD QIHOO 360 TECHNOLOGY CO LTD · ADS · 74734M109 | LONG | 914,379 | $27.1 million | — | INCREASED | — | 1Y — 5Y — |
YAHOO INC YAHOO INC · COM · 984332106 | LONG | 1,097,388 | $25.8 million | 6.5% | INCREASED | — | 1Y — 5Y — |
MELCO CROWN ENTMT LTD MELCO CROWN ENTMT LTD · ADR · 585464100 | LONG | 1,016,781 | $23.7 million | 5.9% | INCREASED | — | 1Y — 5Y — |
CHANGYOU COM LTD CHANGYOU COM LTD · ADS REP CL A · 15911M107 | LONG | 773,382 | $22.3 million | 5.6% | INCREASED | — | 1Y — 5Y — |
PRICELINE GRP INC PRICELINE GRP INC · COM NEW · 741503403 | LONG | 31,614 | $21.7 million | 5.4% | INCREASED | — | 1Y — 5Y — |
MEDIDATA SOLUTIONS INC MEDIDATA SOLUTIONS INC · COM · 58471A105 | LONG | 335,825 | $19.5 million | 4.9% | REDUCED | — | 1Y — 5Y — |
TRIPADVISOR INC TRIPADVISOR INC · COM · 896945201 | LONG | 365,898 | $19.2 million | 4.8% | INCREASED | — | 1Y — 5Y — |
WORKDAY INC WORKDAY INC · CL A · 98138H101 | LONG | 302,674 | $18.7 million | 4.7% | INCREASED | — | 1Y — 5Y — |
ASML HLDG NV ASML HLDG NV · N Y REGISTRY SHS · N07059210 | LONG | 240,999 | $16.4 million | 4.1% | NEWLY REPORTED | — | 1Y — 5Y — |
TIME WARNER INC TIME WARNER INC · COM NEW · 887317303 | LONG | 281,074 | $16.2 million | 4.0% | INCREASED | — | 1Y — 5Y — |
NEWS CORP NEWS CORP · CL B · 65248E203 | LONG | 458,437 | $14.1 million | 3.5% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 44,833 | $11.9 million | 3.0% | INCREASED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 60,922 | $11.5 million | 2.9% | NEWLY REPORTED | — | 1Y — 5Y — |
GIANT INTERACTIVE GROUP INC GIANT INTERACTIVE GROUP INC · ADR · 374511103 | LONG | 1,719,234 | $11.2 million | 2.8% | INCREASED | — | 1Y — 5Y — |
COMMVAULT SYSTEMS INC COMMVAULT SYSTEMS INC · COM · 204166102 | LONG | 135,810 | $11.1 million | 2.8% | INCREASED | — | 1Y — 5Y — |
SPLUNK INC SPLUNK INC · COM · 848637104 | LONG | 223,605 | $9.0 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
EBAY INC EBAY INC · COM · 278642103 | LONG | 153,245 | $8.3 million | 2.1% | INCREASED | — | 1Y — 5Y — |
SODASTREAM INTERNATIONAL LTD SODASTREAM INTERNATIONAL LTD · USD SHS · M9068E105 | LONG | 161,075 | $8.0 million | 2.0% | INCREASED | — | 1Y — 5Y — |
CBS CORP NEW CBS CORP NEW · CL B · 124857202 | LONG | 169,589 | $7.9 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | LONG | 14,036 | $7.6 million | 1.9% | REDUCED | — | 1Y — 5Y — |
PANDORA MEDIA INC PANDORA MEDIA INC · COM · 698354107 | LONG | 466,461 | $6.6 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
SOURCEFIRE INC SOURCEFIRE INC · COM · 83616T108 | LONG | 110,820 | $6.6 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 392,391 | $6.3 million | 1.6% | REDUCED | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 170,710 | $6.0 million | 1.5% | REDUCED | — | 1Y — 5Y — |
COMCAST CORP NEW COMCAST CORP NEW · CL A · 20030N101 | LONG | 102,240 | $4.3 million | 1.1% | REDUCED | — | 1Y — 5Y — |
INTERXION HOLDING N.V INTERXION HOLDING N.V · SHS · N47279109 | LONG | 127,817 | $3.1 million | 0.8% | REDUCED | — | 1Y — 5Y — |
UNI PIXEL INC UNI PIXEL INC · COM NEW · 904572203 | LONG | 93,910 | $2.9 million | 0.7% | INCREASED | — | 1Y — 5Y — |
EPAM SYS INC EPAM SYS INC · COM · 29414B104 | LONG | 84,971 | $2.0 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
MICROSTRATEGY INC MICROSTRATEGY INC · CL A NEW · 594972408 | LONG | 14,679 | $1.5 million | 0.4% | INCREASED | — | 1Y — 5Y — |
YELP INC YELP INC · CL A · 985817105 | LONG | 52,643 | $1.2 million | 0.3% | REDUCED | — | 1Y — 5Y — |
STARWOOD HOTELS&RESORTS WRLD STARWOOD HOTELS&RESORTS WRLD · PUT · 85590A951 | LONG | 382,000 | $966,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
NEONODE INC NEONODE INC · COM NEW · 64051M402 | LONG | 106,789 | $616,000 | 0.2% | REDUCED | — | 1Y — 5Y — |
BRIGHTCOVE INC BRIGHTCOVE INC · COM · 10921T101 | LONG | 45,000 | $279,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |