Whale Rock Capital Management Llc (1387322) Portfolio


Number of Companies: 26
Inflow: $246,037 K
Outflow: $-317,744 K
Net Flow: $-71,706 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3072 34 Microsoft Corp (MSFT) Infrastructure Software 1,156,554 New Holding 1,156,554 $55.23 $63,876 $63,876
567 3 Fabrinet (FN) Emsodm 1,142,184 New Holding 1,142,184 $32.34 $36,949 $36,949
412 13 Interactive Intelligence Gro (ININ) Application Software 814,641 New Holding 814,641 $36.41 $29,669 $29,669
2287 23 Proofpoint Inc (PFPT) Infrastructure Software 430,486 New Holding 430,486 $53.77 $23,151 $23,151
2035 44 Cirrus Logic Inc (CRUS) Semiconductor Devices 482,631 New Holding 482,631 $36.41 $17,572 $17,572
524 13 Maxlinear Inc-Class A (MXL) Semiconductor Devices 2,234,383 Added More 811,418 $18.50 $15,011 $41,336
2986 89 Salesforcecom Inc (CRM) Application Software 732,190 Added More 195,797 $73.83 $14,455 $54,057
231 8 Oclaro Inc (OCLR) Semiconductor Devices 7,838,514 Added More 2,596,525 $5.40 $14,021 $42,327
228 2 Microstrategy Inc-Cl A (MSTR) Infrastructure Software 70,703 New Holding 70,703 $179.72 $12,706 $12,706
2918 11 Vipshop Holdings Ltd (VIPS) Ecommerce Discretionary 971,719 New Holding 971,719 $12.88 $12,515 $12,515
3074 26 Facebook Inc-A (FB) Internet Media 618,488 Added More 41,585 $114.09 $4,744 $70,569
2922 32 Palo Alto Networks Inc (PANW) Infrastructure Software 178,452 Added More 8,352 $163.13 $1,362 $29,112
142 5 Inphi Corp (IPHI) Semiconductor Devices 450,007 Sold Some -17,375 $33.34 $-579 $15,003
291 9 Monolithic Power Systems Inc (MPWR) Semiconductor Devices 159,223 Sold Some -24,501 $63.63 $-1,559 $10,132
3079 54 Apple Inc (AAPL) Communications Equipment 243,785 Sold Some -94,623 $108.98 $-10,312 $26,570
2801 62 Nvidia Corp (NVDA) Semiconductor Devices 300,000 Sold Some -329,513 $35.63 $-11,740 $10,689
3073 70 Broadcom Ltd (AVGO) Semiconductor Devices 0 Sold All -97,214 $154.50 $-15,019 $0
2648 38 Epam Systems Inc (EPAM) It Services 141,190 Sold Some -265,410 $74.66 $-19,818 $10,542
2874 86 Electronic Arts Inc (EA) Application Software 185,388 Sold Some -313,673 $66.11 $-20,736 $12,256
2984 25 Netflix Inc (NFLX) Internet Media 124,988 Sold Some -208,071 $102.23 $-21,271 $12,777
2592 79 Adobe Systems Inc (ADBE) Application Software 173,132 Sold Some -266,862 $93.80 $-25,031 $16,239
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 152,113 Sold Some -47,080 $593.64 $-27,948 $90,300
2810 85 Activision Blizzard Inc (ATVI) Application Software 0 Sold All -1,084,839 $33.84 $-36,710 $0
2578 45 Ellie Mae Inc (ELLI) Mortgage Finance 809,395 Sold Some -460,475 $90.63 $-41,737 $73,363
2858 64 Analog Devices Inc (ADI) Semiconductor Devices 0 Sold All -714,737 $59.18 $-42,305 $0
43 1 Netease Inc (NTES) Application Software 274,030 Sold Some -299,293 $143.58 $-42,972 $39,345