Dorsal Capital Management as of June 30, 2019
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 20 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altaba | 12.5 | $226M | 3.3M | 69.37 | |
| Microsoft Corporation (MSFT) | 11.3 | $204M | 1.5M | 133.96 | |
| Ishares Tr Russell 2000 Etf (IWM) | 7.3 | $132M | 850k | 155.50 | |
| Facebook Cl A (META) | 7.1 | $128M | 661k | 193.00 | |
| Lowe's Companies (LOW) | 6.8 | $124M | 1.2M | 100.91 | |
| MercadoLibre (MELI) | 6.2 | $113M | 184k | 611.77 | |
| Netflix (NFLX) | 6.2 | $112M | 305k | 367.32 | |
| Servicenow (NOW) | 6.1 | $110M | 400k | 274.57 | |
| Tiffany & Co. | 5.6 | $102M | 1.1M | 93.64 | |
| Liberty Media Corp Delaware Com C Siriusxm | 5.3 | $95M | 2.5M | 37.98 | |
| Pegasystems (PEGA) | 4.6 | $84M | 1.2M | 71.21 | |
| Burlington Stores (BURL) | 4.2 | $77M | 450k | 170.15 | |
| Perspecta | 3.9 | $70M | 3.0M | 23.41 | |
| Pvh Corporation (PVH) | 3.1 | $57M | 600k | 94.64 | |
| Uber Technologies (UBER) | 2.6 | $46M | 1.0M | 46.38 | |
| Box Cl A (BOX) | 2.4 | $44M | 2.5M | 17.61 | |
| Tempur-Pedic International (TPX) | 2.0 | $37M | 500k | 73.37 | |
| Talend S A Ads | 1.9 | $35M | 900k | 38.59 | |
| USANA Health Sciences Put Option (USNA) | 0.7 | $12M | 154k | 79.43 | |
| Tesla Motors (TSLA) | 0.1 | $2.2M | 10k | 223.50 |
