WHALE ROCK CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 39
New Positions 13
Increased Positions 21
Decreased Positions 18
Positions with Activity 39
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,032

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 0%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 21.11%
Technology 50.29%
Transportation
Utilities

18 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PALO ALTO NETWORKS INC COM 63,653 -4,086 (6.03) 363,190
INFINERA CORPORATION COM 57,417 -25,070 (30.39) 2,703,254
ZENDESK INC COM 54,430 -14 (0.03) 2,301,480
TABLEAU SOFTWARE INC CL A 49,718 -1,172 (2.3) 425,445
LAM RESEARCH CORP COM 20,794 -23,730 (53.3) 250,958
IMPERVA INC COM 15,796 -70,707 (81.74) 239,366
WIX COM LTD SHS 15,029 -4 (0.03) 624,920
PRICELINE GRP INC COM NEW 10,751 -28,566 (72.66) 9,423
BAIDU INC SPON ADR REP A -40,184 Sold Out 0
MICRON TECHNOLOGY INC COM -20,857 Sold Out 0
MICROSOFT CORP COM -49,315 Sold Out 0
MONOLITHIC PWR SYS INC COM -11,979 Sold Out 0
QLIK TECHNOLOGIES INC COM -31,682 Sold Out 0
RF MICRODEVICES INC COM -71,856 Sold Out 0
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR -28,431 Sold Out 0
TEXTURA CORP COM -38,745 Sold Out 0
WORKDAY INC CL A -5,964 Sold Out 0
YY INC ADS REPCOM CLA -12,853 Sold Out 0