Dorsal Capital Management as of Sept. 30, 2017
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 25 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Expedia (EXPE) | 9.0 | $173M | 1.2M | 143.94 | |
| Altaba | 7.6 | $146M | 2.2M | 66.24 | |
| Microsoft Corporation (MSFT) | 6.8 | $130M | 1.8M | 74.49 | |
| Dollar General (DG) | 5.3 | $101M | 1.3M | 81.05 | |
| Liberty Media Corp Series C Li | 5.2 | $99M | 2.6M | 38.09 | |
| Arris | 4.7 | $91M | 3.2M | 28.49 | |
| Dxc Technology (DXC) | 4.5 | $86M | 1.0M | 85.88 | |
| American Tower Reit (AMT) | 4.4 | $85M | 625k | 136.68 | |
| Palo Alto Networks (PANW) | 4.3 | $83M | 575k | 144.10 | |
| Amazon (AMZN) | 4.2 | $82M | 85k | 961.35 | |
| CBS Corporation | 4.1 | $78M | 1.4M | 58.00 | |
| Liberty Broadband Cl C (LBRDK) | 4.0 | $76M | 800k | 95.30 | |
| Lowe's Companies (LOW) | 3.7 | $72M | 900k | 79.94 | |
| Sba Communications Corp (SBAC) | 3.7 | $72M | 500k | 144.05 | |
| Commscope Hldg (COMM) | 3.7 | $71M | 2.2M | 33.21 | |
| Tableau Software Inc Cl A | 3.7 | $71M | 950k | 74.89 | |
| Zendesk | 3.6 | $68M | 2.4M | 29.11 | |
| Liberty Media Corp Delaware Com C Siriusxm | 3.5 | $67M | 1.6M | 41.87 | |
| At&t (T) | 2.5 | $49M | 1.3M | 39.17 | |
| Metropcs Communications (TMUS) | 2.4 | $46M | 750k | 61.66 | |
| Ptc (PTC) | 2.3 | $45M | 800k | 56.28 | |
| Verint Systems (VRNT) | 2.2 | $42M | 1.0M | 41.85 | |
| Crown Castle Intl (CCI) | 1.8 | $35M | 350k | 99.98 | |
| Box Inc cl a (BOX) | 1.8 | $34M | 1.8M | 19.32 | |
| Liberty Media Corp Del Com Ser | 1.1 | $21M | 565k | 36.49 |
