Dorsal Capital Management as of June 30, 2013
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 33 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| priceline.com Incorporated | 7.7 | $50M | 60k | 826.67 | |
| Liberty Media | 5.9 | $38M | 300k | 126.76 | |
| Western Digital (WDC) | 5.5 | $36M | 575k | 62.09 | |
| Altera Corporation | 5.1 | $33M | 1.0M | 32.99 | |
| Apple (AAPL) | 4.6 | $30M | 75k | 396.53 | |
| Informatica Corporation | 4.6 | $30M | 850k | 34.98 | |
| Yahoo! | 4.5 | $29M | 1.2M | 25.13 | |
| Cavium | 4.3 | $27M | 775k | 35.37 | |
| Riverbed Technology | 4.1 | $27M | 1.7M | 15.56 | |
| 4.1 | $26M | 30k | 880.37 | ||
| PMC-Sierra | 3.5 | $22M | 3.5M | 6.36 | |
| Palo Alto Networks (PANW) | 3.3 | $21M | 500k | 42.16 | |
| Shutterfly | 3.2 | $21M | 375k | 55.79 | |
| Tessera Technologies | 3.2 | $21M | 990k | 20.80 | |
| Tesla Motors (TSLA) | 3.2 | $20M | 190k | 107.36 | |
| Ezchip Semiconductor Lt | 3.1 | $20M | 750k | 26.99 | |
| Linkedin Corp | 3.1 | $20M | 112k | 178.30 | |
| Ishares High Dividend Equity F (HDV) | 3.1 | $20M | 300k | 66.34 | |
| F5 Networks (FFIV) | 3.0 | $19M | 280k | 68.80 | |
| National CineMedia | 3.0 | $19M | 1.1M | 16.89 | |
| Ultratech | 2.5 | $16M | 430k | 36.72 | |
| Ciena Corporation (CIEN) | 2.4 | $16M | 800k | 19.42 | |
| Workday Inc cl a (WDAY) | 2.4 | $15M | 240k | 64.09 | |
| Autodesk (ADSK) | 2.4 | $15M | 450k | 33.94 | |
| Equinix | 2.0 | $13M | 70k | 184.71 | |
| LogMeIn | 2.0 | $13M | 525k | 24.46 | |
| Micron Technology (MU) | 1.7 | $11M | 750k | 14.33 | |
| VMware | 1.4 | $8.7M | 130k | 66.99 | |
| Research In Motion | 0.7 | $4.7M | 450k | 10.46 | |
| F5 Networks Inc option | 0.1 | $915k | 3.0k | 305.00 | |
| Powershares Qqq Trust unit ser 1 | 0.1 | $679k | 7.5k | 90.53 | |
| 3D Systems Corporation (DDD) | 0.1 | $659k | 15k | 43.93 | |
| CONSUMER DISCRETIONARY Selt opt | 0.1 | $656k | 6.3k | 104.96 |
