Dorsal Capital Management as of Dec. 31, 2014
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 29 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altera Corporation | 10.4 | $52M | 1.4M | 36.94 | |
| Microsoft Corporation (MSFT) | 8.4 | $42M | 900k | 46.45 | |
| Facebook Inc cl a (META) | 6.1 | $30M | 390k | 78.02 | |
| Yahoo! | 6.1 | $30M | 600k | 50.51 | |
| Linkedin Corp | 5.8 | $29M | 125k | 229.71 | |
| EMC Corporation | 5.7 | $28M | 950k | 29.74 | |
| Equinix | 5.0 | $25M | 110k | 226.73 | |
| Qlik Technologies | 4.6 | $23M | 750k | 30.89 | |
| Proofpoint | 4.1 | $21M | 425k | 48.23 | |
| Tableau Software Inc Cl A | 4.1 | $20M | 240k | 84.76 | |
| Ellie Mae | 4.0 | $20M | 500k | 40.32 | |
| Crown Castle Intl (CCI) | 4.0 | $20M | 255k | 78.70 | |
| Lam Research Corporation (LRCX) | 4.0 | $20M | 250k | 79.34 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 3.8 | $19M | 700k | 26.90 | |
| Palo Alto Networks (PANW) | 3.7 | $18M | 150k | 122.57 | |
| Workday Inc cl a (WDAY) | 3.3 | $16M | 200k | 81.61 | |
| Liberty Media Corp Del Com Ser C | 3.0 | $15M | 425k | 35.03 | |
| Infoblox | 2.9 | $15M | 725k | 20.21 | |
| Informatica Corporation | 2.7 | $13M | 350k | 38.13 | |
| PMC-Sierra | 2.7 | $13M | 1.5M | 9.16 | |
| Commscope Hldg (COMM) | 1.9 | $9.7M | 425k | 22.83 | |
| Ciena Corporation (CIEN) | 1.2 | $5.8M | 300k | 19.41 | |
| Liberty Media | 1.0 | $4.9M | 140k | 35.27 | |
| Callaway Golf Company (MODG) | 0.9 | $4.6M | 600k | 7.70 | |
| Microsoft Corp | 0.2 | $1.2M | 9.0k | 133.00 | |
| Yahoo Inc option | 0.2 | $993k | 6.0k | 165.50 | |
| New Relic | 0.1 | $697k | 20k | 34.85 | |
| Ishares Tr Index option | 0.1 | $552k | 6.0k | 92.00 | |
| Hortonworks | 0.1 | $540k | 20k | 27.00 |
