← Whale Rock Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2008-09-30 · Filed 2008-11-12 · Accession 0001399490-08-000066

Open official SEC source ↗
#IssuerClass / CUSIPKindSharesValue
1ABERCROMBIE & FITCH COCL A · 002896207LONG11,862$468,000
2ADVANCED ANALOGIC TECHNOLOGICOM · 00752J108LONG613,468$2.9 million
3AMAZON COM INCCOM · 023135106LONG57,101$4.2 million
4AMERICAN EAGLE OUTFITTERS NECOM · 02553E106LONG211,326$3.2 million
5AMERISTAR CASINOS INCCOM · 03070Q101LONG80,475$1.1 million
6ANALOG DEVICES INCCOM · 032654105LONG307,493$8.1 million
7APPLE INCCOM · 037833100LONG270,105$30.7 million
8AVNET INCCOM · 053807103LONG10,300$254,000
9BALLY TECHNOLOGIES INCCOM · 05874B107LONG116,047$3.5 million
10CHECK POINT SOFTWARE TECH LTORD · M22465104LONG178,192$4.1 million
11COMCAST CORP NEWCL A · 20030N101LONG544,425$10.7 million
12GOOGLE INCCL A · 38259P508LONG29,155$11.7 million
13HEWLETT PACKARD COCOM · 428236103LONG393,078$18.2 million
14HSN INCCOM · 404303109LONG112,527$1.2 million
15JDA SOFTWARE GROUP INCCOM · 46612K108LONG222,448$3.4 million
16KONGZHONG CORPSPONSORED ADR · 50047P104LONG59,303$221,000
17LAS VEGAS SANDS CORPCOM · 517834107PUT103,800$3.7 million
18MGM RESORTS INTERNATIONALCOM · 552953101PUT127,500$3.6 million
19MICROSOFT CORPCOM · 594918104LONG888,761$23.7 million
20MONOLITHIC PWR SYS INCCOM · 609839105LONG66,959$1.2 million
21MYR GROUP INC DELCOM · 55405W104LONG166,176$2.1 million
22NETEASE INCSPONSORED ADR · 64110W102LONG217,223$5.0 million
23OFFICEMAX INC DELCOM · 67622P101LONG190,348$1.7 million
24ORACLE CORPCOM · 68389X105LONG1,042,375$21.2 million
25RF MICRODEVICES INCCOM · 749941100CALL961,900$2.8 million
26SINCLAIR BROADCAST GROUP INCCL A · 829226109LONG373,032$1.9 million
27TALEO CORPCL A · 87424N104LONG147,140$2.9 million
28TARGET CORPCOM · 87612E106LONG154,314$7.6 million
29TESSERA TECHNOLOGIES INCCOM · 88164L100LONG227,835$3.7 million
30VALUECLICK INCCOM · 92046N102LONG96,998$992,000
31VISHAY INTERTECHNOLOGY INCCOM · 928298108LONG39,800$263,000