Dorsal Capital Management as of June 30, 2012
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 28 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.4 | $40B | 1.3M | 30590.00 | |
| 6.8 | $32B | 55k | 580070.00 | ||
| Altera Corporation | 6.1 | $29B | 850k | 33840.00 | |
| NetApp (NTAP) | 6.1 | $29B | 900k | 31820.00 | |
| Western Digital (WDC) | 6.0 | $28B | 925k | 30480.00 | |
| Cavium | 5.9 | $28B | 1.0M | 28000.00 | |
| priceline.com Incorporated | 5.6 | $27B | 40k | 664520.00 | |
| Asml Holding Nv Adr depository receipts | 5.5 | $26B | 500k | 51420.00 | |
| Juniper Networks (JNPR) | 4.8 | $23B | 1.4M | 16310.00 | |
| Ultratech | 4.0 | $19B | 600k | 31440.00 | |
| F5 Networks (FFIV) | 3.8 | $18B | 180k | 99560.00 | |
| Acme Packet | 3.8 | $18B | 950k | 18650.00 | |
| Shutterfly | 3.7 | $18B | 575k | 30690.00 | |
| Take-Two Interactive Software (TTWO) | 3.5 | $17B | 1.8M | 9460.00 | |
| Informatica Corporation | 3.4 | $16B | 375k | 42360.00 | |
| Equinix | 3.2 | $15B | 85k | 175650.00 | |
| Linkedin Corp | 3.1 | $15B | 140k | 106270.00 | |
| ARM Holdings | 3.0 | $14B | 600k | 23790.00 | |
| PMC-Sierra | 3.0 | $14B | 2.3M | 6140.00 | |
| National CineMedia | 2.9 | $14B | 900k | 15170.00 | |
| Yahoo! | 2.5 | $12B | 750k | 15830.00 | |
| TriQuint Semiconductor | 2.1 | $9.9B | 1.8M | 5500.00 | |
| TiVo | 1.6 | $7.4B | 900k | 8260.00 | |
| Microsoft Corp | 0.5 | $2.4B | 10k | 240000.00 | |
| Tesla Motors (TSLA) | 0.3 | $1.3B | 40k | 31290.00 | |
| Ishares Tr Index option | 0.2 | $1.1B | 6.0k | 189500.00 | |
| Yahoo Inc option | 0.1 | $713M | 25k | 28500.00 | |
| Bankrate | 0.1 | $368M | 20k | 18390.00 |
