WHALE ROCK CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 30
New Positions 6
Increased Positions 17
Decreased Positions 13
Positions with Activity 30
Sold Out Positions 4
Total Mkt Value (in $ millions) 929

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 4.05%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 19.24%
Technology 64.72%
Transportation
Utilities

30 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INFINERA CORPORATION COM 78,254 39,439 101.61 3,883,586
RF MICRODEVICES INC COM 71,856 10,274 16.68 4,331,267
IMPERVA INC COM 62,632 9,004 16.79 1,310,840
PALO ALTO NETWORKS INC COM 59,460 16,002 36.82 386,503
APPLE INC COM 57,092 4,121 7.78 438,224
ZENDESK INC COM 53,914 11,881 28.27 2,302,057
MICROSOFT CORP COM 52,158 -552 (1.05) 1,089,585
TABLEAU SOFTWARE INC CL A 44,592 -12,751 (22.24) 435,473
BAIDU INC SPON ADR REP A 42,860 2,358 5.82 197,601
PRICELINE GRP INC COM NEW 42,494 1,475 3.60 34,461
LAM RESEARCH CORP COM 41,214 -2,593 (5.92) 537,345
TEXTURA CORP COM 37,633 -7,237 (16.13) 1,324,170
VIPSHOP HLDGS LTD SPONSORED ADR 37,368 -5,862 (13.56) 1,290,780
ELECTRONIC ARTS INC COM 32,252 32,252 New 538,520
QLIK TECHNOLOGIES INC COM 31,092 24,727 388.46 880,802
MICRON TECHNOLOGY INC COM 30,978 -3,732 (10.75) 1,060,878
ELLIE MAE INC COM 26,185 26,185 New 453,423
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 24,751 2,097 9.26 814,166
GOOGLE INC CL C 20,854 -9,478 (31.25) 36,906
NETEASE INC SPONSORED ADR 20,666 20,666 New 169,129


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