Dorsal Capital Management as of June 30, 2017
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 28 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Expedia (EXPE) | 8.8 | $171M | 1.2M | 148.95 | |
| Microsoft Corporation (MSFT) | 7.0 | $138M | 2.0M | 68.93 | |
| American Tower Reit (AMT) | 5.6 | $109M | 825k | 132.32 | |
| Altaba | 5.6 | $109M | 2.0M | 54.48 | |
| Dollar General (DG) | 5.5 | $108M | 1.5M | 72.09 | |
| Liberty Broadband Cl C (LBRDK) | 4.9 | $95M | 1.1M | 86.75 | |
| Amazon (AMZN) | 4.7 | $92M | 95k | 968.00 | |
| Arris | 4.5 | $88M | 3.2M | 28.02 | |
| Liberty Media Corp Delaware Com C Siriusxm | 4.2 | $81M | 2.0M | 41.70 | |
| Sba Communications Corp (SBAC) | 4.1 | $81M | 600k | 134.90 | |
| Liberty Media Corp Series C Li | 3.9 | $77M | 2.1M | 36.62 | |
| Dxc Technology (DXC) | 3.9 | $77M | 1.0M | 76.72 | |
| CBS Corporation | 3.9 | $77M | 1.2M | 63.78 | |
| Commscope Hldg (COMM) | 3.9 | $76M | 2.0M | 38.03 | |
| Zendesk | 3.7 | $72M | 2.6M | 27.78 | |
| Palo Alto Networks (PANW) | 3.2 | $64M | 475k | 133.81 | |
| Tableau Software Inc Cl A | 3.1 | $61M | 1.0M | 61.27 | |
| Metropcs Communications (TMUS) | 3.1 | $61M | 1.0M | 60.62 | |
| At&t (T) | 2.8 | $56M | 1.5M | 37.73 | |
| Verint Systems (VRNT) | 2.6 | $51M | 1.3M | 40.70 | |
| Ptc (PTC) | 2.2 | $44M | 800k | 55.12 | |
| Crown Castle Intl (CCI) | 1.9 | $38M | 375k | 100.18 | |
| Lions Gate Entmnt Corp cl a vtg (LGF.A) | 1.7 | $33M | 1.2M | 28.22 | |
| Box Inc cl a (BOX) | 1.6 | $32M | 1.8M | 18.24 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 1.2 | $24M | 925k | 26.28 | |
| Lululemon Athletica (LULU) | 0.9 | $18M | 300k | 59.67 | |
| CarMax (KMX) | 0.7 | $14M | 220k | 63.06 | |
| Liberty Media Corp Del Com Ser | 0.6 | $11M | 325k | 35.03 |
