Dorsal Capital Management as of March 31, 2020
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 19 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.9 | $122M | 63k | 1949.71 | |
| Microsoft Corporation (MSFT) | 9.3 | $114M | 726k | 157.71 | |
| salesforce (CRM) | 8.4 | $104M | 720k | 143.98 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 7.6 | $94M | 2.6M | 36.02 | |
| Liberty Media Corp Delaware Com C Siriusxm | 6.7 | $82M | 2.6M | 31.62 | |
| Snap Inc cl a (SNAP) | 6.5 | $81M | 6.8M | 11.89 | |
| iShares Russell 2000 Index (IWM) | 6.5 | $80M | 700k | 114.46 | |
| Burlington Stores (BURL) | 6.1 | $75M | 475k | 158.46 | |
| Lowe's Companies (LOW) | 5.5 | $69M | 797k | 86.05 | |
| Pegasystems (PEGA) | 4.3 | $53M | 750k | 71.23 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 4.3 | $53M | 950k | 55.68 | |
| Dollar Tree (DLTR) | 4.2 | $51M | 700k | 73.47 | |
| Activision Blizzard | 4.1 | $51M | 850k | 59.48 | |
| Papa John's Int'l (PZZA) | 3.9 | $48M | 900k | 53.37 | |
| MercadoLibre (MELI) | 3.9 | $48M | 98k | 488.58 | |
| Twilio Inc cl a (TWLO) | 3.1 | $38M | 425k | 89.49 | |
| Perspecta | 2.4 | $29M | 1.6M | 18.24 | |
| Live Nation Entertainment (LYV) | 2.2 | $27M | 600k | 45.46 | |
| Talend S A ads | 1.4 | $17M | 750k | 22.43 |
