Dorsal Capital Management as of Dec. 31, 2013
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 26 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 6.8 | $40M | 725k | 54.66 | |
| Lam Research Corporation (LRCX) | 6.8 | $40M | 725k | 54.45 | |
| F5 Networks (FFIV) | 6.7 | $39M | 425k | 90.86 | |
| Informatica Corporation | 6.0 | $34M | 830k | 41.50 | |
| EMC Corporation | 5.9 | $34M | 1.6M | 21.92 | |
| Apple (AAPL) | 5.8 | $34M | 60k | 561.02 | |
| Qualcomm (QCOM) | 5.5 | $32M | 425k | 74.25 | |
| Equinix | 5.2 | $30M | 170k | 177.45 | |
| priceline.com Incorporated | 4.8 | $28M | 24k | 1162.42 | |
| Liberty Media | 4.5 | $26M | 180k | 146.29 | |
| Ishares High Dividend Equity F (HDV) | 4.2 | $25M | 350k | 70.25 | |
| Crown Castle International | 3.8 | $22M | 300k | 73.43 | |
| Autodesk (ADSK) | 3.7 | $21M | 425k | 50.32 | |
| VMware | 3.5 | $20M | 225k | 89.71 | |
| Palo Alto Networks (PANW) | 3.5 | $20M | 350k | 57.47 | |
| Shutterfly | 3.0 | $18M | 345k | 50.93 | |
| LogMeIn | 2.8 | $16M | 475k | 33.55 | |
| Workday Inc cl a (WDAY) | 2.7 | $16M | 190k | 83.16 | |
| Micron Technology (MU) | 2.6 | $15M | 700k | 21.75 | |
| Ciena Corporation (CIEN) | 2.4 | $14M | 575k | 23.93 | |
| Tessera Technologies | 2.1 | $12M | 625k | 19.71 | |
| National CineMedia | 1.8 | $11M | 533k | 19.96 | |
| Qlik Technologies | 1.8 | $11M | 400k | 26.63 | |
| Applied Micro Circuits Corporation | 1.6 | $9.4M | 700k | 13.37 | |
| 3D Systems Corporation (DDD) | 1.2 | $7.0M | 75k | 92.93 | |
| Tesla Motors (TSLA) | 1.2 | $6.8M | 45k | 150.42 |
