Dorsal Capital Management as of Dec. 31, 2020
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 19 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.7 | $168M | 755k | 222.42 | |
| Snap Cl A (SNAP) | 9.4 | $163M | 3.3M | 50.07 | |
| Euronet Worldwide (EEFT) | 9.0 | $155M | 1.1M | 144.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.1 | $140M | 80k | 1752.64 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 7.3 | $127M | 800k | 158.37 | |
| Zillow Group Cl C Cap Stk (Z) | 7.1 | $122M | 940k | 129.80 | |
| Darden Restaurants (DRI) | 6.1 | $106M | 890k | 119.12 | |
| Twilio Cl A (TWLO) | 5.4 | $93M | 275k | 338.50 | |
| Dynatrace Com New (DT) | 4.8 | $82M | 1.9M | 43.27 | |
| Burlington Stores (BURL) | 4.5 | $79M | 300k | 261.55 | |
| Pegasystems (PEGA) | 4.4 | $77M | 575k | 133.26 | |
| Dollar Tree (DLTR) | 4.4 | $76M | 700k | 108.04 | |
| Uber Technologies (UBER) | 4.1 | $71M | 1.4M | 51.00 | |
| Healthequity (HQY) | 4.0 | $70M | 1.0M | 69.71 | |
| Planet Fitness Cl A (PLNT) | 3.7 | $64M | 825k | 77.63 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.4 | $58M | 275k | 211.82 | |
| Talend S A Ads | 1.8 | $31M | 800k | 38.34 | |
| Lowe's Companies (LOW) | 1.6 | $28M | 175k | 160.51 | |
| Perspecta | 1.1 | $19M | 800k | 24.08 |
