Dorsal Capital Management as of June 30, 2020
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 23 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.9 | $160M | 784k | 203.51 | |
| Snap Cl A (SNAP) | 9.5 | $154M | 6.6M | 23.49 | |
| salesforce (CRM) | 7.9 | $129M | 686k | 187.33 | |
| Zillow Group Cl C Cap Stk (Z) | 7.2 | $117M | 2.0M | 57.61 | |
| Ishares Tr Russell 2000 Etf (IWM) | 6.6 | $107M | 750k | 143.18 | |
| Amazon (AMZN) | 6.3 | $102M | 37k | 2758.83 | |
| Burlington Stores (BURL) | 6.3 | $101M | 515k | 196.93 | |
| Twilio Cl A (TWLO) | 5.4 | $88M | 400k | 219.42 | |
| Pegasystems (PEGA) | 5.0 | $81M | 800k | 101.17 | |
| Dollar Tree (DLTR) | 4.3 | $70M | 750k | 92.68 | |
| Activision Blizzard | 4.2 | $68M | 900k | 75.90 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.0 | $65M | 650k | 100.29 | |
| Euronet Worldwide (EEFT) | 3.8 | $62M | 650k | 95.82 | |
| Lowe's Companies (LOW) | 3.1 | $51M | 375k | 135.12 | |
| Coupa Software Put Option | 2.6 | $42M | 150k | 277.04 | |
| Papa John's Int'l (PZZA) | 2.5 | $40M | 500k | 79.41 | |
| Zoom Video Communications In Cl A Put Option (ZM) | 2.4 | $38M | 150k | 253.54 | |
| Darden Restaurants (DRI) | 2.3 | $38M | 500k | 75.77 | |
| Healthequity (HQY) | 1.8 | $29M | 500k | 58.67 | |
| CarMax (KMX) | 1.7 | $27M | 300k | 89.55 | |
| Talend S A Ads | 1.4 | $23M | 650k | 34.66 | |
| Perspecta | 1.3 | $21M | 900k | 23.23 | |
| Urban Outfitters (URBN) | 0.5 | $7.6M | 500k | 15.22 |
