Whale Rock Capital

Q2 2013 13F · by Alex Sacerdote, founder

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

First filing on record. Nothing to compare against.

Focused · behaves like 20 equal-sized positions

Turnover · first filing on record


unresolvedQihoo 360 Technology Co. ADR	8.65%	831,979	$38M	held	—	new
unresolvedYahoo Inc	7.22%	1,276,803	$32M	held	—	new
unresolvedGoogle Inc.	7.06%	35,627	$31M	held	—	new
unresolvedLinkedin Corp Cl A	6.87%	171,091	$31M	held	—	new
unresolvedPriceline Grp Inc	5.86%	31,451	$26M	held	—	new
CYOUChangyou.com Limited	5.27%	769,436	$23M	held	—	new
TRIPTripAdvisor, Inc.	4.99%	364,029	$22M	held	—	new
MDSOMedidata Solutions, Inc.	4.83%	276,883	$21M	held	—	new
MLCOMelco Resorts & Entertainment Limited	4.70%	932,506	$21M	held	—	new
unresolvedPandora Media Inc	4.57%	1,102,267	$20M	held	—	new
WDAYWorkday, Inc. Class A	4.35%	301,177	$19M	held	—	new
unresolvedSodastream International Ltd	4.25%	260,036	$19M	held	—	new
ASMLASML Holding NV	3.95%	221,590	$18M	held	—	new
TWXTime Warner Inc	3.64%	279,549	$16M	held	—	new
unresolvedGiant Interactive Group Inc	3.09%	1,710,647	$14M	held	—	new
NFLXNetFlix Inc	2.88%	60,595	$13M	held	—	new
MELIMercado Libre, Inc	2.62%	107,884	$12M	held	—	new
unresolvedE-commerce China Dangdang In	2.38%	1,524,699	$11M	held	—	new
SPLKSplunk Inc	2.32%	222,414	$10M	held	—	new
MUMicron Technology, Inc.	2.15%	666,880	$10M	held	—	new
unresolvedCBS Corp	1.86%	168,620	$8M	held	—	new
MAMastercard Incorporated	1.81%	13,967	$8M	held	—	new
EBAYeBay Inc	1.78%	152,465	$8M	held	—	new
CVLTCommvault Systems, Inc.	1.14%	66,939	$5M	held	—	new
unresolvedCree Inc	1.01%	70,418	$4M	held	—	new
EPAMEpam Systems, Inc.	0.52%	84,486	$2M	held	—	new
unresolvedSTARWOOD HOTELS&RESORTS WRLD	0.23%	380,000	$1M	held	—	new
DATATableau Software, Inc.	0.01%	499	$28,000	held	—	new