Dorsal Capital Management as of June 30, 2018
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 24 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altaba | 11.1 | $220M | 3.0M | 73.21 | |
| Microsoft Corporation (MSFT) | 8.8 | $173M | 1.8M | 98.61 | |
| Lowe's Companies (LOW) | 7.3 | $143M | 1.5M | 95.57 | |
| Liberty Media Corp Delaware Com C Siriusxm | 6.9 | $135M | 3.0M | 45.36 | |
| American Tower Reit (AMT) | 6.2 | $123M | 850k | 144.85 | |
| Facebook Inc cl a (META) | 6.2 | $122M | 625k | 194.32 | |
| Tableau Software Inc Cl A | 5.0 | $98M | 1.0M | 97.75 | |
| Dollar Tree (DLTR) | 4.7 | $94M | 1.1M | 85.00 | |
| Dxc Technology (DXC) | 4.5 | $89M | 1.1M | 80.74 | |
| Metropcs Communications (TMUS) | 4.1 | $81M | 1.4M | 59.75 | |
| Tiffany & Co. | 3.7 | $73M | 550k | 132.08 | |
| Expedia (EXPE) | 3.7 | $72M | 600k | 120.19 | |
| Palo Alto Networks (PANW) | 3.6 | $72M | 350k | 205.47 | |
| Grupo Televisa (TV) | 3.6 | $71M | 3.8M | 18.95 | |
| Shutterfly | 3.2 | $63M | 700k | 90.03 | |
| Arris | 3.1 | $61M | 2.5M | 24.45 | |
| Pandora Media | 3.0 | $59M | 7.5M | 7.88 | |
| Liberty Media Corp Series C Li | 2.5 | $50M | 1.4M | 37.13 | |
| Viavi Solutions Inc equities (VIAV) | 2.5 | $49M | 4.8M | 10.24 | |
| Zendesk | 2.4 | $46M | 850k | 54.49 | |
| Perspecta | 1.5 | $29M | 1.4M | 20.57 | |
| MercadoLibre (MELI) | 1.4 | $27M | 90k | 298.93 | |
| Liberty Media Corp Del Com Ser | 1.1 | $21M | 600k | 35.31 | |
| Pluralsight Inc Cl A | 0.1 | $2.4M | 100k | 24.45 |
