Dorsal Capital Management as of Sept. 30, 2013
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 25 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.1 | $43M | 90k | 476.76 | |
| Priceline Com New | 7.7 | $40M | 40k | 1010.95 | |
| Facebook Cl A (META) | 7.1 | $38M | 750k | 50.24 | |
| Altera Corporation | 7.0 | $37M | 1.0M | 37.16 | |
| F5 Networks (FFIV) | 5.9 | $31M | 360k | 85.81 | |
| Liberty Media Corp Delaware Cl A | 5.6 | $29M | 200k | 147.15 | |
| Informatica Corporation | 5.5 | $29M | 750k | 38.97 | |
| Cavium | 5.1 | $27M | 650k | 41.20 | |
| Vmware Cl A Com | 5.0 | $26M | 325k | 80.90 | |
| Micron Technology (MU) | 4.8 | $25M | 1.5M | 17.47 | |
| Ciena Corp Com New (CIEN) | 3.8 | $20M | 800k | 24.98 | |
| Workday Cl A (WDAY) | 3.6 | $19M | 235k | 80.93 | |
| National CineMedia | 3.6 | $19M | 1.0M | 18.86 | |
| Linkedin Corp Com Cl A | 3.5 | $19M | 75k | 246.07 | |
| Equinix Com New | 3.5 | $18M | 100k | 183.65 | |
| Palo Alto Networks (PANW) | 3.5 | $18M | 400k | 45.82 | |
| Tessera Technologies | 3.4 | $18M | 935k | 19.34 | |
| Shutterfly | 2.9 | $15M | 275k | 55.88 | |
| LogMeIn | 2.8 | $15M | 475k | 31.05 | |
| Autodesk (ADSK) | 2.3 | $12M | 300k | 41.17 | |
| Tesla Motors (TSLA) | 2.2 | $12M | 60k | 193.37 | |
| Garmin SHS (GRMN) | 2.1 | $11M | 250k | 45.19 | |
| 3-d Sys Corp Del Com New (DDD) | 0.8 | $4.3M | 80k | 53.99 | |
| Research In Motion | 0.2 | $795k | 100k | 7.95 | |
| Ishares Put Put Option | 0.1 | $277k | 2.0k | 138.50 |
