Dorsal Capital Management as of Sept. 30, 2012
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 27 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.4 | $51B | 1.7M | 29760.00 | |
| Western Digital (WDC) | 6.8 | $47B | 1.2M | 38730.00 | |
| Altera Corporation | 6.7 | $46B | 1.4M | 34000.00 | |
| 6.6 | $45B | 60k | 754500.00 | ||
| Asml Holding Nv Adr depository receipts | 6.2 | $43B | 800k | 53680.00 | |
| priceline.com Incorporated | 5.9 | $40B | 65k | 619070.00 | |
| Yahoo! | 5.8 | $40B | 2.5M | 15975.00 | |
| Apple (AAPL) | 5.3 | $37B | 55k | 667105.00 | |
| Equinix | 5.2 | $36B | 175k | 206050.00 | |
| Cavium | 4.6 | $32B | 950k | 33310.00 | |
| F5 Networks (FFIV) | 4.4 | $30B | 290k | 104640.00 | |
| Ultratech | 4.1 | $28B | 900k | 31380.00 | |
| ARM Holdings | 3.9 | $27B | 950k | 27980.00 | |
| Ezchip Semiconductor Lt | 3.7 | $25B | 825k | 30590.00 | |
| Linkedin Corp | 3.5 | $24B | 200k | 120400.00 | |
| Juniper Networks (JNPR) | 3.0 | $21B | 1.2M | 17110.00 | |
| Informatica Corporation | 2.5 | $17B | 500k | 34850.00 | |
| PMC-Sierra | 2.5 | $17B | 3.0M | 5605.00 | |
| NetApp (NTAP) | 2.4 | $16B | 500k | 32880.00 | |
| National CineMedia | 2.4 | $16B | 1.0M | 16370.00 | |
| Acme Packet | 2.2 | $15B | 900k | 17100.00 | |
| TriQuint Semiconductor | 1.8 | $13B | 2.5M | 5040.00 | |
| Take-Two Interactive Software (TTWO) | 1.5 | $10B | 1.0M | 10440.00 | |
| Tessera Technologies | 0.9 | $6.2B | 450k | 13680.00 | |
| Ishares Tr Index option | 0.4 | $2.8B | 24k | 117500.00 | |
| Shutterfly | 0.2 | $1.6B | 50k | 31120.00 | |
| Tesla Motors (TSLA) | 0.1 | $439M | 15k | 29280.00 |
