Dorsal Capital Management as of March 31, 2016
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 24 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 9.2 | $97M | 950k | 102.37 | |
| Microsoft Corporation (MSFT) | 8.4 | $88M | 1.6M | 55.23 | |
| Yahoo! | 7.9 | $83M | 2.3M | 36.81 | |
| At&t (T) | 7.5 | $78M | 2.0M | 39.17 | |
| CBS Corporation | 6.5 | $69M | 1.3M | 55.09 | |
| Commscope Hldg (COMM) | 6.2 | $66M | 2.4M | 27.92 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 6.1 | $64M | 2.9M | 22.16 | |
| Facebook Inc cl a (META) | 5.7 | $60M | 528k | 114.10 | |
| Workday Inc cl a (WDAY) | 5.7 | $60M | 775k | 76.84 | |
| Amazon (AMZN) | 5.1 | $53M | 90k | 593.64 | |
| Infoblox | 5.0 | $53M | 3.1M | 17.10 | |
| Qlik Technologies | 4.8 | $51M | 1.8M | 28.92 | |
| Veeva Sys Inc cl a (VEEV) | 4.8 | $50M | 2.0M | 25.04 | |
| Metropcs Communications (TMUS) | 4.4 | $46M | 1.2M | 38.30 | |
| Liberty Media Corp Del Com Ser C | 4.0 | $42M | 1.1M | 38.09 | |
| Yelp Inc cl a (YELP) | 2.6 | $28M | 1.4M | 19.88 | |
| NetSuite | 1.8 | $19M | 275k | 68.49 | |
| Hewlett Packard Enterprise (HPE) | 1.8 | $19M | 1.1M | 17.73 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.9 | $9.5M | 400k | 23.73 | |
| Linkedin Corp | 0.8 | $8.0M | 70k | 114.36 | |
| Tesla Motors (TSLA) | 0.3 | $3.4M | 15k | 229.80 | |
| Wayfair (W) | 0.3 | $3.2M | 75k | 43.23 | |
| Workday Inc cmn | 0.1 | $800k | 5.0k | 160.00 | |
| Spdr S&p 500 Etf Tr option | 0.0 | $250k | 5.0k | 50.00 |
