Dorsal Capital Management as of Dec. 31, 2021
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 19 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Broadband Corp Com Ser C (LBRDK) | 16.2 | $282M | 1.8M | 161.10 | |
| Microsoft Corporation (MSFT) | 12.6 | $219M | 650k | 336.32 | |
| Amazon (AMZN) | 10.5 | $183M | 55k | 3334.35 | |
| Zillow Group Cl C Cap Stk (Z) | 7.7 | $134M | 2.1M | 63.85 | |
| Us Foods Hldg Corp call (USFD) | 7.2 | $125M | 3.6M | 34.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $122M | 42k | 2897.05 | |
| Smartsheet Com Cl A (SMAR) | 5.1 | $89M | 1.2M | 77.45 | |
| Costco Wholesale Corporation (COST) | 4.9 | $85M | 150k | 567.70 | |
| Snap Cl A (SNAP) | 4.2 | $73M | 1.6M | 47.03 | |
| Burlington Stores (BURL) | 3.8 | $66M | 225k | 291.51 | |
| Five9 (FIVN) | 3.7 | $65M | 475k | 137.32 | |
| Dish Network Corporation Cl A | 3.5 | $62M | 1.9M | 32.44 | |
| Twilio Cl A (TWLO) | 3.5 | $61M | 230k | 263.34 | |
| Anaplan | 3.3 | $57M | 1.3M | 45.85 | |
| Dynatrace Com New (DT) | 2.9 | $51M | 850k | 60.35 | |
| Domo Com Cl B (DOMO) | 2.0 | $35M | 700k | 49.60 | |
| Kkr Acquisition Holding I Com Class A | 1.1 | $20M | 2.0M | 9.74 | |
| Hashicorp Com Cl A (HCP) | 0.5 | $9.1M | 100k | 91.04 | |
| Big 5 Sporting Goods Corporation (BGFV) | 0.2 | $3.8M | 200k | 19.01 |
