← Whale Rock Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2012-12-31 · Filed 2013-02-14 · Accession 0001387322-13-000002

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#IssuerClass / CUSIPKindSharesValue
1AKAMAI TECHNOLOGIES INCCOM · 00971T101LONG338,382$13.8 million
2AMAZON COM INCCOM · 023135106LONG20,423$5.1 million
3APPLE INCCOM · 037833100LONG15,632$8.3 million
4APPLIED MICRO CIRCUITS CORPCOM NEW · 03822W406LONG253,581$2.1 million
5BROADSOFT INCCOM · 11133B409LONG220,248$8.0 million
6CHANGYOU COM LTDADS REP CL A · 15911M107LONG557,490$14.7 million
7CISCO SYS INCCOM · 17275R102LONG337,623$6.6 million
8COMCAST CORP NEWCL A · 20030N101LONG312,883$11.7 million
9COMMVAULT SYSTEMS INCCOM · 204166102LONG111,571$7.8 million
10DILLARDS INCCL A · 254067101LONG218,930$18.3 million
11E M C CORP MASSCOM · 268648102LONG553,189$14.0 million
12EBAY INCCOM · 278642103LONG41,199$2.1 million
13EQUINIX INCCOM NEW · 29444U502LONG71,937$14.8 million
14EXTREME NETWORKS INCCOM · 30226D106LONG214,900$782,000
15GIANT INTERACTIVE GROUP INCADR · 374511103LONG1,559,150$8.4 million
16GOOGLE INCCL A · 38259P508LONG25,015$17.7 million
17INCONTACT INCCOM · 45336E109LONG293,955$1.5 million
18INTERXION HOLDING N.VSHS · N47279109LONG384,224$9.1 million
19JIAYUAN COM INTL LTDSPONSORED ADR · 477374102LONG102,644$570,000
20LINKEDIN CORPCOM CL A · 53578A108LONG269,731$31.0 million
21LTX-CREDENCE CORPCOM NEW · 502403207LONG612,316$4.0 million
22MASTERCARD INCORPORATEDCL A · 57636Q104LONG14,130$6.9 million
23MEDIDATA SOLUTIONS INCCOM · 58471A105LONG338,090$13.2 million
24MELCO CROWN ENTMT LTDADR · 585464100LONG796,459$13.4 million
25MICROSTRATEGY INCCL A NEW · 594972408LONG12,711$1.2 million
26NEONODE INCCOM NEW · 64051M402LONG107,500$522,000
27NEWS CORPCL B · 65248E203LONG341,724$9.0 million
28PRICELINE GRP INCCOM NEW · 741503403LONG25,325$15.7 million
29QIHOO 360 TECHNOLOGY CO LTDADS · 74734M109LONG856,118$25.4 million
30SINA CORPORD · G81477104LONG282,786$14.2 million
31SKYWORKS SOLUTIONS INCCOM · 83088M102LONG241,555$4.9 million
32SODASTREAM INTERNATIONAL LTDUSD SHS · M9068E105LONG80,264$3.6 million
33TAKE-TWO INTERACTIVE SOFTWARCOM · 874054109LONG465,077$5.1 million
34TESLA MTRS INCPUT · 88160R951LONG69,900$240,000
35TIME WARNER CABLE INCCOM · 88732J207LONG130,446$12.7 million
36TIME WARNER INCCOM NEW · 887317303LONG110,707$5.3 million
37TRIPADVISOR INCCOM · 896945201LONG292,126$12.2 million
38TRIQUINT SEMICONDUCTOR INCCOM · 89674K103LONG388,501$1.9 million
39UNI PIXEL INCCOM NEW · 904572203LONG62,237$852,000
40WORKDAY INCCL A · 98138H101LONG234,306$12.8 million
41YAHOO INCCOM · 984332106LONG549,424$10.9 million
42YELP INCCL A · 985817105LONG52,995$999,000