WHALE ROCK CAPITAL MANAGEMENT LLC Information

2 INTERNATIONAL PLACE, 24TH FLOOR, BOSTON, Massachusetts, 02110, (617) 502-9901

Report Date: 06/30/2014

Position Statistics

Total Positions 36
New Positions 12
Increased Positions 21
Decreased Positions 15
Positions with Activity 36
Sold Out Positions 8
Total Mkt Value (in $ millions) 782

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 3.13%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 27.06%
Technology 49.16%
Transportation
Utilities

36 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QIHOO 360 TECHNOLOGY CO LTD ADS 51,022 -3,772 (6.88) 665,819
APPLE INC COM 46,351 27,095 140.71 459,102
MICROSOFT CORP COM 44,920 5,059 12.69 945,287
PRICELINE GRP INC COM NEW 43,698 26,054 147.67 36,841
YAHOO INC COM 41,517 -20,009 (32.52) 1,014,331
GOOGLE INC CL C 39,562 16,993 75.29 66,371
LAM RESEARCH CORP COM 38,719 24,675 175.70 509,793
MICRON TECHNOLOGY INC COM 37,928 37,928 New 1,199,121
TRIPADVISOR INC COM 37,147 -75 (0.2) 377,628
JUMEI INTL HLDG LTD SPONSORED ADR 33,389 33,389 New 1,306,825
PALO ALTO NETWORKS INC COM 31,630 31,630 New 318,596
ZENDESK INC COM 31,373 31,373 New 1,385,112
JD COM INC SPON ADR CL A 30,812 30,812 New 1,086,840
WORKDAY INC CL A 30,196 2,550 9.22 339,096
VIPSHOP HLDGS LTD SPONSORED ADR 29,911 -17,569 (37) 143,116
NETFLIX INC COM 29,342 764 2.67 64,132
TABLEAU SOFTWARE INC CL A 27,410 27,410 New 374,143
GOOGLE INC CL A 26,474 3,551 15.49 43,729
TEXTURA CORP COM 24,486 24,486 New 892,334
IMPERVA INC COM 21,964 21,964 New 718,490