Dorsal Capital Management as of March 31, 2012
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 31 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NetApp (NTAP) | 7.7 | $16B | 360k | 44770.00 | |
| Western Digital (WDC) | 6.9 | $15B | 350k | 41390.00 | |
| Take-Two Interactive Software (TTWO) | 6.6 | $14B | 900k | 15385.00 | |
| Microsoft Corporation (MSFT) | 6.5 | $14B | 425k | 32255.00 | |
| Asml Holding Nv Adr depository receipts | 5.3 | $11B | 220k | 50140.00 | |
| Ultratech | 5.2 | $11B | 375k | 28980.00 | |
| F5 Networks (FFIV) | 5.2 | $11B | 80k | 134960.00 | |
| ARM Holdings | 4.7 | $9.9B | 350k | 28290.00 | |
| PMC-Sierra | 4.5 | $9.4B | 1.3M | 7230.00 | |
| Equinix | 4.1 | $8.7B | 55k | 157450.00 | |
| Shutterfly | 4.1 | $8.6B | 275k | 31330.00 | |
| Informatica Corporation | 3.8 | $7.9B | 150k | 52900.00 | |
| Cavium | 3.7 | $7.7B | 250k | 30940.00 | |
| Altera Corporation | 3.4 | $7.2B | 180k | 39820.00 | |
| Acme Packet | 3.2 | $6.6B | 240k | 27520.00 | |
| National CineMedia | 3.1 | $6.5B | 425k | 15300.00 | |
| Tripadvisor (TRIP) | 2.6 | $5.4B | 150k | 35670.00 | |
| Yahoo! | 2.5 | $5.3B | 350k | 15220.00 | |
| Linkedin Corp | 2.4 | $5.1B | 50k | 101990.00 | |
| TiVo | 2.3 | $4.8B | 400k | 11990.00 | |
| TriQuint Semiconductor | 2.1 | $4.5B | 650k | 6895.00 | |
| Active Network | 2.0 | $4.2B | 250k | 16830.00 | |
| Saba Software | 1.8 | $3.7B | 375k | 9810.00 | |
| Apple (AAPL) | 1.7 | $3.6B | 6.0k | 599550.00 | |
| priceline.com Incorporated | 1.7 | $3.6B | 5.0k | 717500.00 | |
| Sierra Wireless | 0.8 | $1.7B | 237k | 7320.00 | |
| Expedia | 0.6 | $1.3B | 40k | 33440.00 | |
| Yahoo Inc option | 0.6 | $1.2B | 10k | 118000.00 | |
| Ishares Tr Index option | 0.4 | $833M | 3.0k | 277500.00 | |
| Tesla Motors (TSLA) | 0.2 | $372M | 10k | 37240.00 | |
| Microsoft Corp | 0.1 | $289M | 2.0k | 144600.50 |
