Dorsal Capital Management as of Sept. 30, 2018
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 22 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.9 | $154M | 1.4M | 114.37 | |
| American Tower Reit (AMT) | 6.9 | $120M | 825k | 145.30 | |
| Dxc Technology (DXC) | 6.8 | $117M | 1.3M | 93.52 | |
| Altaba | 6.7 | $116M | 1.7M | 68.12 | |
| Facebook Inc cl a (META) | 6.7 | $115M | 700k | 164.46 | |
| Tiffany & Co. | 6.5 | $113M | 875k | 128.97 | |
| Tableau Software Inc Cl A | 6.3 | $109M | 975k | 111.74 | |
| Liberty Media Corp Delaware Com C Siriusxm | 5.9 | $102M | 2.3M | 43.45 | |
| Metropcs Communications (TMUS) | 5.1 | $88M | 1.3M | 70.18 | |
| Lowe's Companies (LOW) | 4.5 | $78M | 675k | 114.82 | |
| MercadoLibre (MELI) | 4.3 | $75M | 220k | 340.47 | |
| Grupo Televisa (TV) | 4.2 | $73M | 4.1M | 17.74 | |
| Perspecta | 4.1 | $71M | 2.8M | 25.72 | |
| Royal Caribbean Cruises (RCL) | 3.9 | $68M | 525k | 129.94 | |
| Arris | 3.6 | $62M | 2.4M | 25.99 | |
| Viavi Solutions Inc equities (VIAV) | 3.1 | $54M | 4.8M | 11.34 | |
| Zendesk | 3.1 | $53M | 750k | 71.00 | |
| Shutterfly | 3.0 | $53M | 800k | 65.89 | |
| Pandora Media | 2.6 | $45M | 4.8M | 9.51 | |
| Tempur-Pedic International (TPX) | 1.9 | $33M | 625k | 52.90 | |
| Talend S A ads | 1.2 | $21M | 300k | 69.74 | |
| 3D Systems Corporation (DDD) | 0.6 | $9.5M | 500k | 18.90 |
