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) 893

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 4.02%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 19.38%
Technology 64.49%
Transportation
Utilities

17 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INFINERA CORPORATION COM 75,730 38,167 101.61 3,883,586
RF MICRODEVICES INC COM 71,856 10,274 16.68 4,331,267
IMPERVA INC COM 62,094 8,927 16.79 1,310,840
PALO ALTO NETWORKS INC COM 55,077 14,822 36.82 386,503
APPLE INC COM 54,668 3,946 7.78 438,224
ZENDESK INC COM 53,845 11,866 28.27 2,302,057
BAIDU INC SPON ADR REP A 41,075 2,260 5.82 197,601
PRICELINE GRP INC COM NEW 40,923 1,420 3.60 34,461
ELECTRONIC ARTS INC COM 30,173 30,173 New 538,520
QLIK TECHNOLOGIES INC COM 28,996 23,060 388.46 880,802
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 27,152 2,301 9.26 814,166
ELLIE MAE INC COM 25,251 25,251 New 453,423
NETEASE INC SPONSORED ADR 19,057 19,057 New 169,129
WIX COM LTD SHS 12,789 2,635 25.95 625,077
MONOLITHIC PWR SYS INC COM 12,049 12,049 New 228,252
YY INC ADS REPCOM CLA 11,062 11,062 New 183,303
INPHI CORP COM 6,837 6,837 New 355,000


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