Dorsal Capital Management as of March 31, 2022
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 22 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 16.8 | $336M | 103k | 3259.95 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 11.8 | $237M | 1.8M | 135.32 | |
| Microsoft Corporation (MSFT) | 8.1 | $162M | 525k | 308.31 | |
| Under Armour CL C (UA) | 7.8 | $156M | 10M | 15.56 | |
| Zillow Group Cl C Cap Stk (Z) | 7.0 | $141M | 2.9M | 49.29 | |
| Wal-Mart Stores (WMT) | 6.7 | $134M | 900k | 148.92 | |
| Us Foods Hldg Corp call (USFD) | 6.1 | $122M | 3.3M | 37.63 | |
| Smartsheet Com Cl A (SMAR) | 5.2 | $104M | 1.9M | 54.78 | |
| Five9 (FIVN) | 4.7 | $94M | 850k | 110.40 | |
| Burlington Stores (BURL) | 4.1 | $82M | 450k | 182.17 | |
| Dynatrace Com New (DT) | 3.2 | $64M | 1.4M | 47.10 | |
| Applovin Corp Com Cl A (APP) | 3.2 | $63M | 1.2M | 55.07 | |
| MercadoLibre (MELI) | 3.0 | $60M | 50k | 1189.48 | |
| Zendesk | 2.7 | $54M | 450k | 120.29 | |
| Dish Network Corporation Cl A | 2.3 | $46M | 1.5M | 31.65 | |
| Domo Com Cl B (DOMO) | 2.2 | $43M | 850k | 50.57 | |
| Qualtrics Intl Com Cl A | 2.0 | $40M | 1.4M | 28.55 | |
| Kkr Acquisition Holding I Com Class A | 1.2 | $25M | 2.5M | 9.83 | |
| Anaplan | 0.8 | $16M | 253k | 65.05 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.7 | $14M | 1.0M | 13.51 | |
| Hashicorp Com Cl A (HCP) | 0.2 | $4.1M | 75k | 54.00 | |
| Blackberry Call Option (BB) | 0.2 | $3.7M | 500k | 7.46 |
