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) 876

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 4.11%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 19.68%
Technology 64.28%
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 76,390 38,499 101.61 3,883,586
RF MICRODEVICES INC COM 71,856 10,274 16.68 4,331,267
PALO ALTO NETWORKS INC COM 56,460 15,195 36.82 386,503
IMPERVA INC COM 55,973 8,047 16.79 1,310,840
APPLE INC COM 54,528 3,936 7.78 438,224
ZENDESK INC COM 52,234 11,511 28.27 2,302,057
BAIDU INC SPON ADR REP A 41,180 2,265 5.82 197,601
PRICELINE GRP INC COM NEW 40,118 1,392 3.60 34,461
ELECTRONIC ARTS INC COM 31,673 31,673 New 538,520
QLIK TECHNOLOGIES INC COM 27,419 21,806 388.46 880,802
ELLIE MAE INC COM 25,079 25,079 New 453,423
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 21,885 1,854 9.26 814,166
NETEASE INC SPONSORED ADR 17,809 17,809 New 169,129
MONOLITHIC PWR SYS INC COM 12,017 12,017 New 228,252
WIX COM LTD SHS 11,976 2,468 25.95 625,077
YY INC ADS REPCOM CLA 10,000 10,000 New 183,303
INPHI CORP COM 6,330 6,330 New 355,000