Dorsal Capital Management as of March 31, 2014
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 30 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| EMC Corporation | 11.0 | $62M | 2.3M | 27.41 | |
| priceline.com Incorporated | 6.8 | $38M | 32k | 1191.88 | |
| Lam Research Corporation (LRCX) | 6.4 | $36M | 650k | 55.00 | |
| Qualcomm (QCOM) | 6.1 | $34M | 435k | 78.86 | |
| Equinix | 6.0 | $33M | 180k | 184.84 | |
| Informatica Corporation | 5.2 | $29M | 775k | 37.78 | |
| Ishares High Dividend Equity F (HDV) | 5.1 | $29M | 400k | 71.44 | |
| F5 Networks (FFIV) | 5.1 | $28M | 265k | 106.63 | |
| Shutterfly | 4.4 | $25M | 575k | 42.68 | |
| Liberty Media | 4.2 | $24M | 180k | 130.73 | |
| Crown Castle International | 4.0 | $22M | 300k | 73.78 | |
| Apple (AAPL) | 3.8 | $22M | 40k | 536.75 | |
| Linkedin Corp | 3.8 | $21M | 115k | 184.94 | |
| LogMeIn | 3.2 | $18M | 400k | 44.89 | |
| Autodesk (ADSK) | 3.1 | $17M | 350k | 49.18 | |
| Facebook Inc cl a (META) | 3.0 | $17M | 275k | 60.24 | |
| Workday Inc cl a (WDAY) | 3.0 | $17M | 180k | 91.43 | |
| Qlik Technologies | 2.9 | $16M | 600k | 26.59 | |
| Yahoo! | 2.6 | $14M | 400k | 35.90 | |
| Tessera Technologies | 2.5 | $14M | 600k | 23.63 | |
| Ciena Corporation (CIEN) | 2.4 | $14M | 600k | 22.74 | |
| Micron Technology (MU) | 1.5 | $8.3M | 350k | 23.66 | |
| Palo Alto Networks (PANW) | 1.2 | $6.9M | 100k | 68.60 | |
| Callaway Golf Company (MODG) | 0.9 | $4.9M | 480k | 10.22 | |
| Facebook Inc call | 0.7 | $3.8M | 5.0k | 767.60 | |
| GameStop (GME) | 0.4 | $2.1M | 50k | 41.10 | |
| Powershares Qqq Trust unit ser 1 | 0.2 | $1.2M | 4.0k | 309.50 | |
| 3D Systems Corporation (DDD) | 0.2 | $1.2M | 20k | 59.15 | |
| Tesla Motors (TSLA) | 0.2 | $1.0M | 5.0k | 208.40 | |
| Ishares Tr Index option | 0.1 | $516k | 3.0k | 172.00 |
