Dorsal Capital Management

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