← Whale Rock Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2010-09-30 · Filed 2010-11-12 · Accession 0001399490-10-000025

Open official SEC source ↗
#IssuerClass / CUSIPKindSharesValue
1A H BELO CORPCOM CL A · 001282102LONG67,730$479,000
2Acme Packet IncCOM · 004764106LONG125,418$4.8 million
3AKAMAI TECHNOLOGIES INCCOM · 00971T101LONG128,235$6.4 million
4APPLE INCCOM · 037833100LONG102,993$29.2 million
5BAIDU INCSPON ADR REP A · 056752108LONG40,927$4.2 million
6CHECK POINT SOFTWARE TECH LTORD · M22465104LONG168,291$6.2 million
7COMPUWARE CORPCOM · 205638109LONG322,009$2.7 million
8DILLARDS INCCL A · 254067101LONG92,605$2.2 million
9FINISH LINE INCCL A · 317923100LONG456,122$6.3 million
10GAYLORD ENTMT CO NEWCOM · 367905106LONG87,060$2.7 million
11GOOGLE INCCL A · 38259P508LONG32,778$17.2 million
12HEWLETT PACKARD COCOM · 428236103LONG139,645$5.9 million
13HOME INNS & HOTELS MGMT INCSPON ADR · 43713W107LONG52,551$2.6 million
14IMAX CORPCOM · 45245E109LONG76,478$1.3 million
15JOURNAL COMMUNICATIONS INCCL A · 481130102LONG99,473$449,000
16MATTEL INCCOM · 577081102LONG476,215$11.2 million
17NETAPP INCCOM · 64110D104LONG216,179$10.8 million
18NETFLIX INCCOM · 64110L106LONG62,700$10.2 million
19NETSCOUT SYS INCCOM · 64115T104LONG315,468$6.5 million
20NOVATEL WIRELESS INCCOM NEW · 66987M604LONG78,034$615,000
21OCH ZIFF CAP MGMT GROUPCL A · 67551U105LONG287,920$4.3 million
22OPNET TECHNOLOGIES INCCOM · 683757108LONG242,842$4.4 million
23ORACLE CORPCOM · 68389X105LONG724,034$19.4 million
24PHILLIPS VAN HEUSEN CORPCOM · 718592108LONG79,193$4.8 million
25PRICELINE GRP INCCOM NEW · 741503403LONG25,398$8.8 million
26RADIOSHACK CORPCOM · 750438103LONG520,658$11.1 million
27RADWARE LTDORD · M81873107LONG192,080$6.6 million
28RED HAT INCCOM · 756577102LONG256,846$10.5 million
29SINA CORPORD · G81477104LONG91,159$4.6 million
30SKYWORKS SOLUTIONS INCCOM · 83088M102LONG68,176$1.4 million
31SONUS NETWORKS INCCOM · 835916107LONG244,000$861,000
32SYCAMORE NETWORKS INCCOM NEW · 871206405LONG39,669$1.3 million
33TECHTARGET INCCOM · 87874R100LONG122,007$641,000
34UNIVERSAL DISPLAY CORPCOM · 91347P105LONG57,846$1.4 million
35VIASAT INCCOM · 92552V100LONG90,378$3.7 million
36VIRGIN MEDIA INCCOM · 92769L101LONG124,840$2.9 million
37WARNACO GROUP INCCOM NEW · 934390402LONG91,139$4.7 million
38ZIPREALTY INCCOM · 98974V107LONG220,946$639,000