Whale Rock Capital Management LLC Buys Talend SA, MongoDB Inc, VMware Inc, Sells Splunk Inc, MercadoLibre Inc, MuleSoft Inc

• New Purchases: TLND, VMW, Z, TWLO, AVLR, HUBS, INTC, CDAY, SAIL, CVNA,
• Added Positions: MDB, NVDA, MSFT, SGMS, COUP, FB, GOOGL, MIME, ZEN, BABA,
• Reduced Positions: SPLK, PFPT, SQ, LITE, KLIC, ELLI, AMZN, MTCH, SHOP,
• Sold Out: MELI, MULE, ASML, YY, RHT, MU, AYX, PRO,

For the details of Whale Rock Capital Management LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Whale+Rock+Capital+Management+LLC

1. Amazon.com Inc (AMZN) - 177,422 shares, 8.62% of the total portfolio. Shares reduced by 3.75%
2. Netflix Inc (NFLX) - 672,054 shares, 7.52% of the total portfolio. Shares reduced by 0.06%
3. Facebook Inc (FB) - 1,161,069 shares, 6.45% of the total portfolio. Shares added by 8.97%
4. Shopify Inc (SHOP) - 1,425,377 shares, 5.95% of the total portfolio. Shares reduced by 2.94%
5. MongoDB Inc (MDB) - 3,830,271 shares, 5.44% of the total portfolio. Shares added by 587.83%

Whale Rock Capital Management LLC initiated holding in Talend SA. The purchase prices were between $46.03 and $63.25, with an estimated average price of $54.37. The stock is now traded at around $58.87. The impact to a portfolio due to this purchase was 5.23%. The holding were 2,935,810 shares as of 2018-06-30.

Whale Rock Capital Management LLC initiated holding in VMware Inc. The purchase prices were between $118.65 and $152.18, with an estimated average price of $137.87. The stock is now traded at around $152.04. The impact to a portfolio due to this purchase was 3.34%. The holding were 793,751 shares as of 2018-06-30.

Whale Rock Capital Management LLC initiated holding in Zillow Group Inc. The purchase prices were between $46.96 and $65.57, with an estimated average price of $55.36. The stock is now traded at around $46.70. The impact to a portfolio due to this purchase was 2.21%. The holding were 1,311,348 shares as of 2018-06-30.

Whale Rock Capital Management LLC initiated holding in Avalara Inc. The purchase prices were between $44.11 and $53.37, with an estimated average price of $47.56. The stock is now traded at around $34.67. The impact to a portfolio due to this purchase was 1.84%. The holding were 1,205,562 shares as of 2018-06-30.

Whale Rock Capital Management LLC initiated holding in Twilio Inc. The purchase prices were between $36.65 and $61.61, with an estimated average price of $49.46. The stock is now traded at around $74.63. The impact to a portfolio due to this purchase was 1.84%. The holding were 1,147,204 shares as of 2018-06-30.

Whale Rock Capital Management LLC initiated holding in HubSpot Inc. The purchase prices were between $105.3 and $142.1, with an estimated average price of $118.4. The stock is now traded at around $125.85. The impact to a portfolio due to this purchase was 1.83%. The holding were 511,345 shares as of 2018-06-30.

Whale Rock Capital Management LLC added to a holding in MongoDB Inc by 587.83%. The purchase prices were between $34.77 and $59.23, with an estimated average price of $44.83. The stock is now traded at around $63.68. The impact to a portfolio due to this purchase was 4.65%. The holding were 3,830,271 shares as of 2018-06-30.

Whale Rock Capital Management LLC added to a holding in NVIDIA Corp by 52.61%. The purchase prices were between $214.25 and $266.91, with an estimated average price of $242.85. The stock is now traded at around $259.08. The impact to a portfolio due to this purchase was 1.55%. The holding were 666,484 shares as of 2018-06-30.

Whale Rock Capital Management LLC added to a holding in Microsoft Corp by 74.38%. The purchase prices were between $88.52 and $102.49, with an estimated average price of $96.89. The stock is now traded at around $107.66. The impact to a portfolio due to this purchase was 1.35%. The holding were 1,125,703 shares as of 2018-06-30.

Whale Rock Capital Management LLC added to a holding in Scientific Games Corp by 25.04%. The purchase prices were between $40.6 and $62.05, with an estimated average price of $52.68. The stock is now traded at around $29.30. The impact to a portfolio due to this purchase was 0.73%. The holding were 2,610,625 shares as of 2018-06-30.

Whale Rock Capital Management LLC added to a holding in Mimecast Ltd by 46.49%. The purchase prices were between $34.82 and $45.94, with an estimated average price of $40.63. The stock is now traded at around $37.89. The impact to a portfolio due to this purchase was 0.45%. The holding were 1,206,131 shares as of 2018-06-30.

Whale Rock Capital Management LLC sold out a holding in MercadoLibre Inc. The sale prices were between $285.35 and $355.48, with an estimated average price of $315.83.

Whale Rock Capital Management LLC sold out a holding in MuleSoft Inc. The sale prices were between $43.92 and $44.72, with an estimated average price of $44.36.

Whale Rock Capital Management LLC sold out a holding in ASML Holding NV. The sale prices were between $188.45 and $215.89, with an estimated average price of $200.86.

Whale Rock Capital Management LLC sold out a holding in YY Inc. The sale prices were between $91.47 and $121, with an estimated average price of $104.13.

Whale Rock Capital Management LLC sold out a holding in Red Hat Inc. The sale prices were between $132.74 and $176.27, with an estimated average price of $161.29.

Whale Rock Capital Management LLC sold out a holding in Micron Technology Inc. The sale prices were between $45.89 and $62.62, with an estimated average price of $54.03.