Dorsal Capital Management as of Dec. 31, 2019
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 20 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 10.8 | $178M | 1.1M | 162.64 | |
| Netflix (NFLX) | 10.4 | $172M | 533k | 323.57 | |
| iShares Russell 2000 Index (IWM) | 7.0 | $116M | 700k | 165.67 | |
| Liberty Media Corp Delaware Com C Siriusxm | 7.0 | $116M | 2.4M | 48.14 | |
| Facebook Inc cl a (META) | 7.0 | $115M | 559k | 205.25 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 6.6 | $108M | 2.4M | 45.94 | |
| Lowe's Companies (LOW) | 5.9 | $97M | 812k | 119.76 | |
| Microsoft Corporation (MSFT) | 5.9 | $97M | 615k | 157.70 | |
| MercadoLibre (MELI) | 5.7 | $94M | 164k | 571.94 | |
| Pegasystems (PEGA) | 5.5 | $92M | 1.2M | 79.65 | |
| Burlington Stores (BURL) | 5.2 | $86M | 375k | 228.03 | |
| Activision Blizzard | 3.6 | $59M | 1.0M | 59.42 | |
| Papa John's Int'l (PZZA) | 3.1 | $51M | 800k | 63.15 | |
| Pvh Corporation (PVH) | 2.9 | $47M | 450k | 105.15 | |
| Talend S A ads | 2.8 | $47M | 1.2M | 39.11 | |
| Perspecta | 2.8 | $47M | 1.8M | 26.44 | |
| Invesco Qqq Trust Series 1 (QQQ) | 2.6 | $43M | 200k | 212.61 | |
| Box Inc cl a (BOX) | 2.0 | $33M | 2.0M | 16.78 | |
| Twilio Inc cl a (TWLO) | 1.9 | $32M | 325k | 98.28 | |
| Tiffany & Co. | 1.4 | $23M | 175k | 133.65 |
