Dorsal Capital Management as of Dec. 31, 2015
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 27 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 8.9 | $103M | 1.9M | 55.48 | |
At&t (T) | 6.7 | $77M | 2.3M | 34.41 | |
Yahoo! | 6.5 | $75M | 2.3M | 33.26 | |
American Tower Reit (AMT) | 6.3 | $73M | 750k | 96.95 | |
Facebook Inc cl a (META) | 5.9 | $68M | 650k | 104.66 | |
CBS Corporation | 5.5 | $64M | 1.4M | 47.13 | |
Hewlett Packard Enterprise (HPE) | 4.6 | $53M | 3.5M | 15.20 | |
Infoblox | 4.6 | $52M | 2.9M | 18.39 | |
Tableau Software Inc Cl A | 4.5 | $52M | 550k | 94.22 | |
Linkedin Corp | 4.4 | $51M | 225k | 225.08 | |
Equinix (EQIX) | 4.2 | $48M | 160k | 302.40 | |
Crown Castle Intl (CCI) | 3.8 | $43M | 500k | 86.45 | |
Commscope Hldg (COMM) | 3.7 | $42M | 1.6M | 25.89 | |
Liberty Media Corp Del Com Ser C | 3.3 | $38M | 1.0M | 38.08 | |
Liberty Tripadvisor Hldgs (LTRPA) | 3.3 | $38M | 1.3M | 30.34 | |
NetSuite | 3.0 | $34M | 400k | 84.62 | |
Lam Research Corporation (LRCX) | 2.9 | $34M | 425k | 79.42 | |
Metropcs Communications (TMUS) | 2.8 | $32M | 825k | 39.12 | |
Workday Inc cl a (WDAY) | 2.8 | $32M | 400k | 79.68 | |
Qlik Technologies | 2.8 | $32M | 1.0M | 31.66 | |
Veeva Sys Inc cl a (VEEV) | 2.5 | $29M | 1.0M | 28.85 | |
Palo Alto Networks (PANW) | 2.5 | $28M | 160k | 176.14 | |
Yelp Inc cl a (YELP) | 1.9 | $22M | 750k | 28.80 | |
PROS Holdings (PRO) | 1.7 | $19M | 835k | 23.04 | |
Liberty Media | 0.6 | $6.9M | 175k | 39.25 | |
Wayfair (W) | 0.2 | $2.4M | 50k | 47.62 | |
Microsoft Corp | 0.1 | $1.7M | 6.0k | 284.50 |