Dorsal Capital Management as of March 31, 2018
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 28 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altaba | 10.7 | $222M | 3.0M | 74.04 | |
| Palo Alto Networks (PANW) | 7.9 | $163M | 900k | 181.52 | |
| Microsoft Corporation (MSFT) | 6.6 | $137M | 1.5M | 91.27 | |
| Lowe's Companies (LOW) | 5.7 | $119M | 1.4M | 87.75 | |
| Dxc Technology (DXC) | 5.3 | $111M | 1.1M | 100.53 | |
| Liberty Media Corp Delaware Com C Siriusxm | 4.9 | $102M | 2.5M | 40.85 | |
| American Tower Reit (AMT) | 4.7 | $98M | 675k | 145.34 | |
| Booking Holdings (BKNG) | 4.5 | $94M | 45k | 2080.40 | |
| Liberty Media Corp Series C Li | 3.9 | $80M | 2.6M | 30.85 | |
| Arris | 3.8 | $80M | 3.0M | 26.57 | |
| Commscope Hldg (COMM) | 3.4 | $70M | 1.8M | 39.97 | |
| Shutterfly | 3.3 | $69M | 850k | 81.25 | |
| Tableau Software Inc Cl A | 3.3 | $69M | 850k | 80.82 | |
| Tiffany & Co. | 3.3 | $68M | 700k | 97.66 | |
| Amazon (AMZN) | 3.1 | $65M | 45k | 1447.33 | |
| Metropcs Communications (TMUS) | 2.9 | $61M | 1.0M | 61.04 | |
| Zendesk | 2.8 | $57M | 1.2M | 47.87 | |
| Facebook Inc cl a (META) | 2.3 | $48M | 300k | 159.79 | |
| Time Warner | 2.3 | $47M | 500k | 94.58 | |
| Sba Communications Corp (SBAC) | 2.3 | $47M | 275k | 170.92 | |
| Box Inc cl a (BOX) | 2.2 | $46M | 2.3M | 20.55 | |
| Expedia (EXPE) | 2.1 | $44M | 400k | 110.41 | |
| Dollar Tree (DLTR) | 2.1 | $43M | 450k | 94.90 | |
| Grupo Televisa (TV) | 1.9 | $40M | 2.5M | 15.96 | |
| General Mills (GIS) | 1.7 | $36M | 800k | 45.06 | |
| Viavi Solutions Inc equities (VIAV) | 1.7 | $35M | 3.6M | 9.72 | |
| Liberty Media Corp Del Com Ser | 0.8 | $18M | 600k | 29.29 | |
| Tesla Motors (TSLA) | 0.5 | $9.3M | 35k | 266.14 |
