← Whale Rock Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2009-03-31 · Filed 2009-05-13 · Accession 0001399490-09-000022

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#IssuerClass / CUSIPKindSharesValue
1AMAZON COM INCCOM · 023135106LONG26,673$2.0 million
2ANALOG DEVICES INCCOM · 032654105LONG347,381$6.7 million
3ANNTAYLOR STORES CORPCOM · 036115103LONG434,160$2.3 million
4APPLE INCCOM · 037833100LONG108,417$11.4 million
5BALLY TECHNOLOGIES INCCOM · 05874B107LONG298,560$5.5 million
6CALIFORNIA PIZZA KITCHEN INCCOM · 13054D109LONG200,000$2.6 million
7CHECK POINT SOFTWARE TECH LTORD · M22465104LONG230,179$5.1 million
8COSTCO WHSL CORP NEWCOM · 22160K105LONG113,533$5.3 million
9DICE HLDGS INCCOM · 253017107LONG61,785$172,000
10DISNEY WALT COCOM DISNEY · 254687106LONG19,841$360,000
11HEWLETT PACKARD COCOM · 428236103LONG319,296$10.2 million
12HOST HOTELS & RESORTS INCCOM · 44107P104LONG145,888$572,000
13HOT TOPIC INCCOM · 441339108LONG49,230$551,000
14INFOSPACE INCCOM NEW · 45678T201LONG187,175$973,000
15KONGZHONG CORPSPONSORED ADR · 50047P104LONG57,487$291,000
16MENS WEARHOUSE INCCOM · 587118100LONG237,286$3.6 million
17MICROSTRATEGY INCCL A NEW · 594972408LONG92,753$3.2 million
18MIPS TECHNOLOGIES INCCOM · 604567107LONG320,570$939,000
19MOTOROLA INCCOM · 620076109LONG270,690$1.1 million
20MYR GROUP INC DELCOM · 55405W104LONG380,748$5.8 million
21NETAPP INCCOM · 64110D104LONG280,044$4.2 million
22NETFLIX INCCOM · 64110L106LONG102,019$4.4 million
23OCH ZIFF CAP MGMT GROUPCL A · 67551U105LONG179,995$1.1 million
24ORACLE CORPCOM · 68389X105LONG562,404$10.2 million
25PENN NATL GAMING INCCOM · 707569109LONG179,736$4.3 million
26PENSKE AUTOMOTIVE GRP INCCOM · 70959W103LONG205,680$1.9 million
27PRICELINE GRP INCCOM NEW · 741503403LONG58,601$4.6 million
28RACKABLE SYS INCCOM · 750077109LONG731,388$3.0 million
29SOURCEFIRE INCCOM · 83616T108LONG141,007$1.0 million
30TAKE-TWO INTERACTIVE SOFTWARCOM · 874054109LONG1,063,685$8.9 million
31TARGET CORPCOM · 87612E106LONG252,008$8.7 million
32TIME WARNER CABLE INCCOM · 88732J207LONG30,144$748,000
33TIME WARNER INCCOM · 887317105LONG197,185$3.8 million
34TRIDENT MICROSYSTEMS INCCOM · 895919108LONG327,300$478,000
35WMS INDS INCCOM · 929297109LONG140,500$2.9 million
36YAHOO INCCOM · 984332106LONG844,806$10.8 million
37ZORAN CORPCOM · 98975F101LONG585,655$5.2 million