Dorsal Capital Management as of March 31, 2015
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 28 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altera Corporation | 9.4 | $58M | 1.4M | 42.91 | |
| Yahoo! | 7.6 | $47M | 1.1M | 44.44 | |
| Facebook Inc cl a (META) | 6.7 | $41M | 500k | 82.22 | |
| Lam Research Corporation (LRCX) | 5.4 | $33M | 475k | 70.24 | |
| EMC Corporation | 5.2 | $32M | 1.3M | 25.56 | |
| Ellie Mae | 4.9 | $30M | 550k | 55.31 | |
| Tableau Software Inc Cl A | 4.9 | $30M | 325k | 92.52 | |
| Microsoft Corporation (MSFT) | 4.8 | $30M | 725k | 40.66 | |
| Workday Inc cl a (WDAY) | 4.5 | $27M | 325k | 84.41 | |
| Time Warner Cable | 4.2 | $26M | 175k | 149.88 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 4.1 | $25M | 800k | 31.79 | |
| Qlik Technologies | 3.7 | $23M | 725k | 31.13 | |
| IAC/InterActive | 3.5 | $22M | 320k | 67.47 | |
| Equinix (EQIX) | 3.4 | $21M | 90k | 232.86 | |
| Veeva Sys Inc cl a (VEEV) | 3.3 | $20M | 800k | 25.53 | |
| Linkedin Corp | 3.0 | $19M | 75k | 249.87 | |
| Commscope Hldg (COMM) | 2.9 | $18M | 625k | 28.54 | |
| Palo Alto Networks (PANW) | 2.8 | $18M | 120k | 146.08 | |
| Infoblox | 2.8 | $17M | 725k | 23.87 | |
| American Tower Reit (AMT) | 2.7 | $17M | 175k | 94.15 | |
| Proofpoint | 2.6 | $16M | 275k | 59.22 | |
| Liberty Media Corp Del Com Ser C | 2.6 | $16M | 425k | 38.20 | |
| Metropcs Communications (TMUS) | 2.3 | $14M | 450k | 31.69 | |
| PMC-Sierra | 1.8 | $11M | 1.2M | 9.28 | |
| Liberty Media | 0.5 | $2.9M | 75k | 38.55 | |
| Yahoo Inc option | 0.2 | $1.3M | 5.0k | 254.60 | |
| Spdr S&p 500 Etf Tr option | 0.2 | $1.2M | 4.0k | 301.00 | |
| Time Warner Cable Inc call | 0.0 | $45k | 1.0k | 45.00 |
