WHALE ROCK CAPITAL Overview

Whale Rock Capital Management is a hedge fund that manages 1.5 BN dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 88% of the manager's regulatory AUM.

WHALE ROCK CAPITAL StockAlpha

+6.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WHALE ROCK CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 12.02% Cons. Disc. -7.99% -1.67% 0 32%
ELLI 6.9% Tech -19.56% -1.41% 1 6%
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FEATURED IN
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WHALE ROCK CAPITAL Founders and Key Employees

Name Title In Position Since
Alexander C. Sacerdote Ceo, Managing Member April-2006
Brian P. Falahee Cfo - Chief Compliance Officer July-2007

WHALE ROCK CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

WHALE ROCK CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Strategy - We serve as the investment manager to the Flagship Funds pursuant to separate investment
management agreements between each Fund and Whale Rock Capital. The investment objective of the Flagship Funds is to provide consistently superior, risk adjusted returns. The strategy will seek to achieve this objective primarily by investing both long and short in equity securities and related instruments of publicly traded issuers, with a focus on issuers in the technology, media and telecommunication sectors, although the Funds will invest outside of these sectors opportunistically. The Funds will seek to invest in securities of companies located around the world, but generally intends to have a majority of investors in United States issues.

Whale Rock Capital utilizes a fundamental, research driven approach and a disciplined investment process. We seek to identify technological,...
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WHALE ROCK CAPITAL Portfolio Concentration

WHALE ROCK CAPITAL Location

TWO INTERNATIONAL PLACE
24TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110

WHALE ROCK CAPITAL Contact Information

Phone Number: 617-502-9900
Fax Number: 617-502-9911
Website:

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