Dorsal Capital Management as of Sept. 30, 2020
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 19 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Cl C Cap Stk (Z) | 10.6 | $138M | 1.4M | 101.59 | |
| Microsoft Corporation (MSFT) | 9.8 | $127M | 605k | 210.33 | |
| Pegasystems (PEGA) | 9.3 | $121M | 1.0M | 121.04 | |
| salesforce (CRM) | 9.1 | $118M | 470k | 251.32 | |
| Snap Cl A (SNAP) | 7.8 | $101M | 3.9M | 26.11 | |
| Burlington Stores (BURL) | 7.4 | $96M | 465k | 206.09 | |
| Darden Restaurants (DRI) | 7.4 | $96M | 950k | 100.74 | |
| Amazon (AMZN) | 6.2 | $80M | 26k | 3148.75 | |
| Euronet Worldwide (EEFT) | 5.6 | $73M | 804k | 91.10 | |
| Twilio Cl A (TWLO) | 5.2 | $68M | 275k | 247.09 | |
| Lowe's Companies (LOW) | 3.8 | $50M | 300k | 165.86 | |
| Healthequity (HQY) | 3.8 | $49M | 950k | 51.37 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.7 | $48M | 350k | 137.32 | |
| eHealth (EHTH) | 3.0 | $40M | 500k | 79.00 | |
| Papa John's Int'l (PZZA) | 2.5 | $33M | 400k | 82.28 | |
| Talend S A Ads | 2.2 | $28M | 720k | 39.04 | |
| Perspecta | 1.4 | $18M | 900k | 19.45 | |
| Dynatrace Com New (DT) | 0.9 | $12M | 300k | 41.02 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.1 | $834k | 15k | 55.60 |
