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Whale Rock Capital Management’s LendingTree TREE Stock Holding History

Whale Rock Capital Management’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-175,041
Closed -$17.1M – 38
2016
Q1 		$17.1M Buy
175,041
+138,104
+374% +$10.8M 1.59% 21
2015
Q4 		$3.3M Sell
36,937
-21,809
-37% -$2.24M 0.27% 33
2015
Q3 		$5.46M Buy
+58,746
New +$5.94M 0.54% 33

Other funds holding TREE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whale Rock Capital Management's TREE Position: Q2 2016 in Review

Whale Rock Capital Management sold out of LendingTree (TREE) in Q2 2016, closing a stake of 175,041 shares — an estimated $17.1M sold.

Whale Rock Capital Management first reported a position in TREE in Q3 2015 and held it in 3 quarters. The position peaked at $17.1M in Q1 2016. 170 funds tracked by Wall St. Rank hold TREE as of Q2 2016.

  • Whale Rock Capital Management reported no remaining LendingTree position as of Q2 2016 after selling out during the quarter.
  • Whale Rock Capital Management sold 175,041 LendingTree shares in Q2 2016, an estimated $17.1M.
  • Whale Rock Capital Management first reported a position in LendingTree in Q3 2015 and held it in 3 quarters.
  • Whale Rock Capital Management's LendingTree position peaked at $17.1M in Q1 2016.
  • 170 funds tracked by Wall St. Rank held LendingTree as of Q2 2016.

Based on Whale Rock Capital Management's 13F filing for Q2 2016, filed 15 Aug 2016.