WHALE ROCK CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 33
New Positions 8
Increased Positions 12
Decreased Positions 21
Positions with Activity 33
Sold Out Positions 9
Total Mkt Value (in $ millions) 577

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 2.07%
Healthcare
Services 45.58%
Technology 49.12%
Transportation
Utilities

33 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QIHOO 360 TECHNOLOGY CO LTD ADS 74,550 4,816 6.91 715,037
YAHOO INC COM 53,964 -9,041 (14.35) 1,503,182
VIPSHOP HLDGS LTD SPONSORED ADR 48,952 -11,228 (18.66) 227,178
TRIPADVISOR INC COM 37,575 4,913 15.04 378,394
MICROSOFT CORP COM 36,883 36,883 New 838,828
AMAZON COM INC COM 34,333 -7,276 (17.49) 107,154
NETFLIX INC COM 26,525 -53 (0.2) 62,462
PANDORA MEDIA INC COM 25,450 -51 (0.2) 1,014,341
WORKDAY INC CL A 24,796 -49 (0.2) 310,459
YELP INC CL A 24,235 -452 (1.83) 349,562
GOOGLE INC CL A 22,681 -46 (0.2) 37,863
GOOGLE INC CL C 22,362 -45 (0.2) 37,863
APPLE INC COM 18,886 18,886 New 190,729
58 COM INC SPON ADR REP A 18,652 18,652 New 345,144
PRICELINE GRP INC COM NEW 18,434 -18,923 (50.65) 14,875
INVENSENSE INC COM 16,023 16,023 New 684,176
EPAM SYS INC COM 13,562 4,337 47.02 350,338
LAM RESEARCH CORP COM 12,783 12,783 New 184,908
ENVESTNET INC COM 11,912 11,912 New 266,672
TWENTY FIRST CENTY FOX INC CL B 9,631 -9,202 (48.86) 298,644