Dorsal Capital Management as of March 31, 2021
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 21 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Broadband Corp Com Ser C (LBRDK) | 12.2 | $240M | 1.6M | 150.15 | |
| Microsoft Corporation (MSFT) | 11.1 | $218M | 925k | 235.77 | |
| Snap Cl A (SNAP) | 8.0 | $157M | 3.0M | 52.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $149M | 72k | 2062.51 | |
| Facebook Cl A (META) | 7.5 | $147M | 500k | 294.53 | |
| Zillow Group Cl C Cap Stk (Z) | 6.6 | $130M | 1.0M | 129.64 | |
| Dynatrace Com New (DT) | 5.4 | $106M | 2.2M | 48.24 | |
| Darden Restaurants (DRI) | 5.2 | $103M | 725k | 142.00 | |
| Workday Cl A (WDAY) | 5.0 | $99M | 400k | 248.43 | |
| Dollar Tree (DLTR) | 4.9 | $97M | 850k | 114.46 | |
| Costco Wholesale Corporation (COST) | 4.9 | $97M | 275k | 352.48 | |
| Euronet Worldwide (EEFT) | 4.8 | $94M | 680k | 138.30 | |
| Twilio Cl A (TWLO) | 4.3 | $85M | 250k | 340.76 | |
| Us Foods Hldg Corp call (USFD) | 3.1 | $61M | 1.6M | 38.12 | |
| Burlington Stores (BURL) | 3.0 | $58M | 195k | 298.80 | |
| 8x8 (EGHT) | 2.3 | $45M | 1.4M | 32.44 | |
| Lowe's Companies (LOW) | 1.7 | $33M | 175k | 190.18 | |
| Pegasystems (PEGA) | 1.0 | $20M | 175k | 114.34 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $18M | 100k | 182.51 | |
| Talend S A Ads | 0.4 | $7.6M | 120k | 63.64 | |
| Qualtrics Intl Com Cl A | 0.1 | $2.3M | 70k | 32.91 |
