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) 802

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 3.23%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 27.06%
Technology 47.42%
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 58,878 -4,352 (6.88) 665,819
APPLE INC COM 46,888 27,409 140.71 459,102
PRICELINE GRP INC COM NEW 46,448 27,694 147.67 36,841
MICROSOFT CORP COM 42,415 4,777 12.69 945,287
JUMEI INTL HLDG LTD SPONSORED ADR 41,452 41,452 New 1,306,825
MICRON TECHNOLOGY INC COM 39,565 39,565 New 1,199,121
YAHOO INC COM 38,727 -18,664 (32.52) 1,014,331
TRIPADVISOR INC COM 38,435 -78 (0.2) 377,628
GOOGLE INC CL C 37,898 16,278 75.29 66,371
ZENDESK INC COM 37,010 37,010 New 1,385,112
LAM RESEARCH CORP COM 36,333 23,155 175.70 509,793
JD COM INC SPON ADR CL A 35,474 35,474 New 1,086,840
VIPSHOP HLDGS LTD SPONSORED ADR 30,643 -17,999 (37) 143,116
WORKDAY INC CL A 30,620 2,586 9.22 339,096
NETFLIX INC COM 30,443 793 2.67 64,132
PALO ALTO NETWORKS INC COM 26,255 26,255 New 318,596
TEXTURA CORP COM 25,860 25,860 New 892,334
GOOGLE INC CL A 25,494 3,420 15.49 43,729
TABLEAU SOFTWARE INC CL A 23,305 23,305 New 374,143
58 COM INC SPON ADR REP A 23,057 7,515 48.35 512,026