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) 558

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 1.92%
Healthcare
Services 58.12%
Technology 39.96%
Transportation
Utilities

33 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
YAHOO INC COM 63,848 8,310 14.96 1,755,028
QIHOO 360 TECHNOLOGY CO LTD ADS 62,771 852 1.38 668,840
AMAZON COM INC COM 42,193 35,544 534.53 129,862
VIPSHOP HLDGS LTD SPONSORED ADR 41,538 18,965 84.02 279,283
PRICELINE GRP INC COM NEW 36,425 -1,496 (3.95) 30,144
TRIPADVISOR INC COM 28,182 957 3.52 328,920
PANDORA MEDIA INC COM 27,462 933 3.52 1,016,362
WORKDAY INC CL A 24,824 843 3.52 311,078
MELCO CROWN ENTMT LTD ADR 23,529 -1,707 (6.76) 632,853
YELP INC CL A 23,099 -2,223 (8.78) 356,080
NETFLIX INC COM 21,639 735 3.52 62,587
GOOGLE INC CL A 20,614 2,948 16.69 37,939
GOOGLE INC CL C 20,339 2,908 16.69 37,939
TWENTY FIRST CENTY FOX INC CL B 18,506 628 3.52 583,969
SPLUNK INC COM 15,125 514 3.52 229,726
TIME WARNER INC COM NEW 12,752 -5,420 (29.83) 195,739
ASML HOLDING N V N Y REGISTRY SHS 12,064 -5,989 (33.18) 147,749
IAC INTERACTIVECORP COM PAR $.001 11,828 11,828 New 172,249
MASTERCARD INC CL A 10,693 362 3.51 144,250
CBS CORP (CLASS B) CL B 10,561 359 3.52 174,164