Dorsal Capital Management as of Dec. 31, 2017
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 26 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altaba | 12.2 | $248M | 3.6M | 69.85 | |
| Expedia (EXPE) | 7.5 | $153M | 1.3M | 119.77 | |
| Palo Alto Networks (PANW) | 6.4 | $130M | 900k | 144.94 | |
| Dxc Technology (DXC) | 5.9 | $119M | 1.3M | 94.90 | |
| Amazon (AMZN) | 5.2 | $105M | 90k | 1169.47 | |
| Microsoft Corporation (MSFT) | 5.1 | $103M | 1.2M | 85.54 | |
| Sba Communications Corp (SBAC) | 4.4 | $90M | 550k | 163.36 | |
| American Tower Reit (AMT) | 4.4 | $89M | 625k | 142.67 | |
| Liberty Media Corp Series C Li | 4.3 | $86M | 2.5M | 34.16 | |
| CBS Corporation | 4.1 | $83M | 1.4M | 59.00 | |
| Liberty Media Corp Delaware Com C Siriusxm | 3.8 | $77M | 2.0M | 39.66 | |
| Zendesk | 3.8 | $77M | 2.3M | 33.84 | |
| Arris | 3.8 | $77M | 3.0M | 25.69 | |
| Liberty Broadband Cl C (LBRDK) | 3.8 | $77M | 900k | 85.16 | |
| Commscope Hldg (COMM) | 3.5 | $71M | 1.9M | 37.83 | |
| Tiffany & Co. | 3.5 | $70M | 675k | 103.95 | |
| Dollar Tree (DLTR) | 3.3 | $67M | 625k | 107.31 | |
| Tableau Software Inc Cl A | 3.1 | $62M | 900k | 69.20 | |
| Home Depot (HD) | 2.1 | $44M | 230k | 189.53 | |
| At&t (T) | 2.1 | $43M | 1.1M | 38.88 | |
| Box Inc cl a (BOX) | 2.1 | $42M | 2.0M | 21.12 | |
| Metropcs Communications (TMUS) | 1.9 | $38M | 600k | 63.51 | |
| Technology SPDR (XLK) | 1.6 | $32M | 500k | 63.95 | |
| Grupo Televisa (TV) | 1.1 | $22M | 1.2M | 18.67 | |
| Liberty Media Corp Del Com Ser | 0.9 | $19M | 565k | 32.72 | |
| NutriSystem | 0.1 | $2.3M | 44k | 52.59 |
