Whale Rock Capital Management’s Cognex CGNX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-903,856	Closed	-$49.8M	–	29
2017 Q3	$49.8M	Buy	903,856 +501,892	+125%	+$27.7M	2.59%	17
2017 Q2	$17.1M	Buy	+401,964	New	+$17.1M	1.19%	26