WHALE ROCK CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 33
New Positions 2
Increased Positions 18
Decreased Positions 15
Positions with Activity 33
Sold Out Positions 9
Total Mkt Value (in $ millions) 565

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
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 1.9%
Healthcare
Services 58.36%
Technology 39.74%
Transportation
Utilities

33 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
YAHOO INC COM 63,427 8,255 14.96 1,755,028
QIHOO 360 TECHNOLOGY CO LTD ADS 63,319 860 1.38 668,840
VIPSHOP HLDGS LTD SPONSORED ADR 42,884 19,580 84.02 279,283
AMAZON COM INC COM 42,766 36,026 534.53 129,862
PRICELINE GRP INC COM NEW 37,077 -1,523 (3.95) 30,144
PANDORA MEDIA INC COM 29,871 1,014 3.52 1,016,362
TRIPADVISOR INC COM 28,211 958 3.52 328,920
WORKDAY INC CL A 25,312 860 3.52 311,078
YELP INC CL A 24,324 -2,341 (8.78) 356,080
MELCO CROWN ENTMT LTD ADR 24,067 -1,746 (6.76) 632,853
NETFLIX INC COM 23,339 793 3.52 62,587
GOOGLE INC CL A 20,696 2,959 16.69 37,939
GOOGLE INC CL C 20,290 2,901 16.69 37,939
TWENTY FIRST CENTY FOX INC CL B 18,681 634 3.52 583,969
SPLUNK INC COM 15,102 513 3.52 229,726
TIME WARNER INC COM NEW 12,707 -5,401 (29.83) 195,739
ASML HOLDING N V N Y REGISTRY SHS 12,068 -5,992 (33.18) 147,749
IAC INTERACTIVECORP COM PAR $.001 11,964 11,964 New 172,249
MASTERCARD INC CL A 10,751 364 3.51 144,250
HIMAX TECHNOLOGIES INC SPONSORED ADR 10,693 10,693 New 1,151,032