Dorsal Capital Management as of March 31, 2013
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 28 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altera Corporation | 9.2 | $67M | 1.9M | 35.46 | |
| Western Digital (WDC) | 7.9 | $58M | 1.2M | 50.29 | |
| Apple (AAPL) | 7.2 | $53M | 120k | 442.66 | |
| 6.5 | $48M | 60k | 794.18 | ||
| priceline.com Incorporated | 6.1 | $45M | 65k | 688.17 | |
| Liberty Media | 5.7 | $42M | 375k | 111.63 | |
| Informatica Corporation | 4.9 | $36M | 1.1M | 34.47 | |
| F5 Networks (FFIV) | 4.8 | $36M | 400k | 89.08 | |
| Ultratech | 4.3 | $32M | 800k | 39.53 | |
| PMC-Sierra | 4.1 | $30M | 4.4M | 6.79 | |
| Cavium | 4.0 | $29M | 750k | 38.81 | |
| SanDisk Corporation | 3.9 | $29M | 525k | 54.96 | |
| Riverbed Technology | 3.9 | $28M | 1.9M | 14.92 | |
| Ezchip Semiconductor Lt | 3.8 | $28M | 1.2M | 24.13 | |
| Shutterfly | 3.5 | $25M | 575k | 44.17 | |
| Workday Inc cl a (WDAY) | 3.3 | $24M | 390k | 61.63 | |
| Yelp Inc cl a (YELP) | 2.7 | $20M | 850k | 23.71 | |
| Palo Alto Networks (PANW) | 2.7 | $20M | 350k | 56.60 | |
| Tessera Technologies | 2.5 | $19M | 1.0M | 18.75 | |
| National CineMedia | 2.4 | $18M | 1.1M | 15.78 | |
| Linkedin Corp | 2.4 | $18M | 100k | 176.06 | |
| Autodesk (ADSK) | 1.7 | $12M | 300k | 41.25 | |
| Research In Motion | 1.0 | $7.2M | 500k | 14.45 | |
| Tesla Motors (TSLA) | 0.8 | $6.3M | 165k | 37.89 | |
| Homeaway | 0.6 | $4.1M | 125k | 32.50 | |
| NetApp (NTAP) | 0.2 | $1.7M | 50k | 34.16 | |
| Ishares Tr Index option | 0.1 | $836k | 7.5k | 111.47 | |
| Acme Packet Inc cmn | 0.0 | $25k | 10k | 2.50 |
