Dorsal Capital Management as of March 31, 2019
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altaba | 10.6 | $159M | 2.2M | 74.12 | |
| Microsoft Corporation (MSFT) | 10.4 | $156M | 1.3M | 117.94 | |
| MercadoLibre (MELI) | 9.5 | $143M | 282k | 507.73 | |
| Lowe's Companies (LOW) | 7.7 | $115M | 1.1M | 109.47 | |
| Dxc Technology (DXC) | 6.9 | $103M | 1.6M | 64.31 | |
| Liberty Media Corp Delaware Com C Siriusxm | 6.4 | $96M | 2.5M | 38.24 | |
| Netflix (NFLX) | 5.9 | $89M | 250k | 356.56 | |
| Facebook Inc cl a (META) | 5.7 | $85M | 510k | 166.69 | |
| Pvh Corporation (PVH) | 5.3 | $79M | 650k | 121.95 | |
| Perspecta | 5.2 | $78M | 3.9M | 20.22 | |
| Servicenow (NOW) | 4.9 | $74M | 300k | 246.49 | |
| Talend S A ads | 4.0 | $61M | 1.2M | 50.57 | |
| Tableau Software Inc Cl A | 3.8 | $57M | 450k | 127.28 | |
| Zendesk | 3.4 | $51M | 600k | 85.00 | |
| Tiffany & Co. | 3.2 | $49M | 461k | 105.55 | |
| Dollar Tree (DLTR) | 3.1 | $47M | 450k | 105.04 | |
| Tempur-Pedic International (TPX) | 2.9 | $44M | 755k | 57.67 | |
| Rh (RH) | 1.0 | $15M | 150k | 102.95 |
