← Whale Rock Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2011-03-31 · Filed 2011-05-13 · Accession 0001387322-11-000005

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#IssuerClass / CUSIPKindSharesValue
13-D SYS CORP DELCOM NEW · 88554D205LONG32,076$1.6 million
2A H BELO CORPCOM CL A · 001282102LONG67,730$566,000
3ADTRAN INCCOM · 00738A106LONG68,418$2.9 million
4ALCATEL-LUCENTSPONSORED ADR · 013904305LONG1,987,067$11.5 million
5ALLOT COMMUNICATIONS LTDSHS · M0854Q105LONG364,804$5.7 million
6APPLE INCCOM · 037833100LONG119,095$41.5 million
7ATMEL CORPCOM · 049513104LONG255,486$3.5 million
8BAIDU INCSPON ADR REP A · 056752108LONG114,695$15.8 million
9BROADSOFT INCCOM · 11133B409LONG200,387$9.6 million
10CHECK POINT SOFTWARE TECH LTORD · M22465104LONG289,241$14.8 million
11CIRRUS LOGIC INCCOM · 172755100LONG314,822$6.6 million
12COMPUWARE CORPCOM · 205638109LONG393,553$4.5 million
13DILLARDS INCCL A · 254067101LONG123,885$5.0 million
14E M C CORP MASSCOM · 268648102LONG269,190$7.1 million
15FABRINETSHS · G3323L100LONG77,713$1.6 million
16FARO TECHNOLOGIES INCCOM · 311642102LONG38,386$1.5 million
17FINISAR CORPCOM NEW · 31787A507LONG355,080$8.7 million
18GOOGLE INCCL A · 38259P508LONG36,600$21.5 million
19INTERACTIVE INTELLIGENCE INCCOM · 45839M103LONG304,108$11.8 million
20KEYNOTE SYS INCCOM · 493308100LONG402,700$7.5 million
21KVH INDS INCCOM · 482738101LONG87,500$1.3 million
22MECOX LANE LIMITEDSPONSORED ADR · 58403M102LONG200,000$1.2 million
23MICROSTRATEGY INCCL A NEW · 594972408LONG11,896$1.6 million
24NETFLIX INCCOM · 64110L106LONG53,350$12.7 million
25OPNET TECHNOLOGIES INCCOM · 683757108LONG454,997$17.7 million
26OPNEXT INCCOM · 68375V105LONG3,325,146$8.1 million
27ORACLE CORPCOM · 68389X105LONG636,449$21.2 million
28PRICELINE GRP INCCOM NEW · 741503403LONG23,119$11.7 million
29RACKSPACE HOSTING INCCOM · 750086100LONG281,616$12.1 million
30RADWARE LTDORD · M81873107LONG343,258$12.2 million
31RIGHTNOW TECHNOLOGIES INCCOM · 76657R106LONG46,735$1.5 million
32SEMTECH CORPCOM · 816850101LONG278,602$7.0 million
33SENSATA TECHNOLOGIES HLDG NVSHS · N7902X106LONG278,824$9.7 million
34SILICON IMAGE INCCOM · 82705T102LONG486,301$4.4 million
35SINA CORPORD · G81477104LONG157,347$16.8 million
36SKYWORKS SOLUTIONS INCCOM · 83088M102LONG197,218$6.4 million
37STRATASYS INCCOM · 862685104LONG32,577$1.5 million
38UNIVERSAL DISPLAY CORPCOM · 91347P105LONG175,629$9.7 million
39VERIZON COMMUNICATIONS INCCALL · 92343V904LONG1,023,100$39.4 million
40WEBMD HEALTH CORPCOM · 94770V102LONG56,398$3.0 million
41YAHOO INCCALL · 984332906LONG730,000$12.2 million
42YAHOO INCCOM · 984332106LONG271,889$4.5 million
43YOUKU TUDOU INCSPONSORED ADR · 98742U100LONG58,000$2.8 million
44ZIPREALTY INCCOM · 98974V107LONG220,946$641,000