Dorsal Capital Management as of Sept. 30, 2021
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 21 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Broadband Corp Com Ser C (LBRDK) | 15.4 | $315M | 1.8M | 172.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.9 | $243M | 91k | 2673.52 | |
| Snap Cl A (SNAP) | 9.3 | $190M | 2.6M | 73.87 | |
| Microsoft Corporation (MSFT) | 7.6 | $155M | 550k | 281.92 | |
| Zillow Group Cl C Cap Stk (Z) | 6.4 | $130M | 1.5M | 88.14 | |
| Us Foods Hldg Corp call (USFD) | 5.8 | $120M | 3.5M | 34.66 | |
| Twilio Cl A (TWLO) | 5.1 | $104M | 325k | 319.05 | |
| Dynatrace Com New (DT) | 4.9 | $99M | 1.4M | 70.97 | |
| Amazon (AMZN) | 4.4 | $90M | 28k | 3285.05 | |
| Costco Wholesale Corporation (COST) | 4.4 | $90M | 200k | 449.35 | |
| Kohl's Corporation (KSS) | 4.0 | $82M | 1.8M | 47.09 | |
| Smartsheet Com Cl A (SMAR) | 3.5 | $72M | 1.1M | 68.82 | |
| Five9 (FIVN) | 3.1 | $64M | 400k | 159.74 | |
| Anaplan | 3.0 | $61M | 1.0M | 60.89 | |
| Domo Com Cl B (DOMO) | 2.7 | $55M | 650k | 84.44 | |
| Dish Network Corporation Cl A Call Option | 2.5 | $52M | 1.2M | 43.46 | |
| Qualtrics Intl Com Cl A | 2.5 | $51M | 1.2M | 42.74 | |
| Electronic Arts (EA) | 1.7 | $36M | 250k | 142.25 | |
| 8x8 (EGHT) | 1.4 | $29M | 1.3M | 23.39 | |
| Wendy's/arby's Group (WEN) | 0.2 | $4.1M | 189k | 21.68 | |
| Weber Cl A | 0.1 | $2.6M | 150k | 17.59 |
