Dorsal Capital Management as of Dec. 31, 2011
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 28 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.1 | $12B | 450k | 25960.00 | |
| Equinix | 7.1 | $12B | 115k | 101400.00 | |
| Altera Corporation | 6.2 | $10B | 275k | 37100.00 | |
| Western Digital (WDC) | 6.1 | $10B | 325k | 30950.00 | |
| Take-Two Interactive Software (TTWO) | 5.4 | $8.8B | 650k | 13550.00 | |
| NetApp (NTAP) | 5.3 | $8.7B | 240k | 36270.00 | |
| Yahoo! | 4.9 | $8.1B | 500k | 16130.00 | |
| Broadcom Corporation | 4.9 | $8.1B | 275k | 29360.00 | |
| Ultratech | 4.5 | $7.4B | 300k | 24570.00 | |
| F5 Networks (FFIV) | 4.2 | $6.9B | 65k | 106120.00 | |
| Citrix Systems | 4.1 | $6.7B | 110k | 60720.00 | |
| ARM Holdings | 4.0 | $6.6B | 240k | 27670.00 | |
| PMC-Sierra | 3.7 | $6.1B | 1.1M | 5510.00 | |
| Tripadvisor (TRIP) | 3.5 | $5.7B | 225k | 25210.00 | |
| Acme Packet | 3.4 | $5.6B | 180k | 30910.00 | |
| Asml Holding Nv Adr depository receipts | 3.3 | $5.4B | 130k | 41790.00 | |
| Expedia (EXPE) | 3.1 | $5.1B | 175k | 29020.00 | |
| Shutterfly | 2.9 | $4.8B | 210k | 22760.00 | |
| priceline.com Incorporated | 2.6 | $4.2B | 9.0k | 467710.00 | |
| Comscore | 2.3 | $3.8B | 180k | 21200.00 | |
| National CineMedia | 2.0 | $3.2B | 260k | 12400.00 | |
| Active Network | 1.9 | $3.1B | 225k | 13600.00 | |
| Aeroflex Holding | 1.8 | $2.9B | 280k | 10240.00 | |
| Sierra Wireless | 1.7 | $2.8B | 400k | 7015.00 | |
| TiVo | 1.5 | $2.5B | 275k | 8970.00 | |
| New York Times Company (NYT) | 1.2 | $1.9B | 250k | 7730.00 | |
| Saba Software | 1.0 | $1.6B | 200k | 7890.00 | |
| Call/msft @ 25 Exp 07/21/2012 call | 0.6 | $904M | 4.0k | 226000.00 |
