Dorsal Capital Management as of Sept. 30, 2019
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 19 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.1 | $184M | 1.3M | 139.03 | |
| Invesco Qqq Trust Series 1 (QQQ) | 10.3 | $170M | 900k | 188.81 | |
| Lowe's Companies (LOW) | 9.4 | $156M | 1.4M | 109.96 | |
| Facebook Inc cl a (META) | 8.7 | $144M | 811k | 178.08 | |
| salesforce (CRM) | 8.3 | $137M | 921k | 148.44 | |
| MercadoLibre (MELI) | 6.8 | $113M | 205k | 551.23 | |
| iShares Russell 2000 Index (IWM) | 6.6 | $110M | 725k | 151.34 | |
| Liberty Media Corp Delaware Com C Siriusxm | 6.3 | $105M | 2.5M | 41.96 | |
| Activision Blizzard | 5.3 | $87M | 1.7M | 52.92 | |
| Pegasystems (PEGA) | 4.5 | $75M | 1.1M | 68.05 | |
| Perspecta | 4.1 | $68M | 2.6M | 26.12 | |
| Pvh Corporation (PVH) | 3.7 | $62M | 700k | 88.23 | |
| Tiffany & Co. | 3.3 | $54M | 585k | 92.63 | |
| Box Inc cl a (BOX) | 2.8 | $46M | 2.8M | 16.56 | |
| Talend S A ads | 2.6 | $43M | 1.3M | 33.98 | |
| Netflix (NFLX) | 2.5 | $41M | 154k | 267.62 | |
| Burlington Stores (BURL) | 2.4 | $40M | 200k | 199.82 | |
| Papa John's Int'l (PZZA) | 1.1 | $18M | 350k | 52.35 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $1.4M | 40k | 33.90 |
