Dorsal Capital Management as of Dec. 31, 2018
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 20 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 12.1 | $159M | 1.2M | 131.09 | |
| Microsoft Corporation (MSFT) | 10.0 | $132M | 1.3M | 101.57 | |
| Liberty Media Corp Delaware Com C Siriusxm | 7.8 | $104M | 2.8M | 36.98 | |
| Tableau Software Inc Cl A | 7.7 | $102M | 850k | 120.00 | |
| Lowe's Companies (LOW) | 7.0 | $92M | 1.0M | 92.36 | |
| MercadoLibre (MELI) | 6.7 | $88M | 300k | 292.85 | |
| Dxc Technology (DXC) | 6.6 | $88M | 1.7M | 53.17 | |
| American Tower Reit (AMT) | 4.8 | $63M | 400k | 158.19 | |
| Grupo Televisa (TV) | 4.7 | $62M | 4.9M | 12.58 | |
| Tiffany & Co. | 4.3 | $56M | 700k | 80.51 | |
| Pvh Corporation (PVH) | 4.2 | $56M | 600k | 92.95 | |
| Perspecta | 4.1 | $54M | 3.2M | 17.22 | |
| Royal Caribbean Cruises (RCL) | 3.8 | $50M | 506k | 97.79 | |
| Talend S A ads | 3.5 | $46M | 1.3M | 37.08 | |
| Viavi Solutions Inc equities (VIAV) | 3.0 | $39M | 3.9M | 10.05 | |
| Tempur-Pedic International (TPX) | 2.9 | $39M | 935k | 41.40 | |
| Zendesk | 2.9 | $38M | 650k | 58.37 | |
| Nutanix Inc cl a (NTNX) | 2.8 | $37M | 900k | 41.59 | |
| Stars Group | 0.9 | $12M | 700k | 16.52 | |
| Elastic N V ord (ESTC) | 0.3 | $3.6M | 50k | 71.48 |
