Dorsal Capital Management as of June 30, 2022
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 17 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.4 | $206M | 1.9M | 106.21 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 11.3 | $174M | 1.5M | 115.64 | |
| Microsoft Corporation (MSFT) | 9.0 | $139M | 540k | 256.83 | |
| Us Foods Hldg Corp call (USFD) | 7.8 | $120M | 3.9M | 30.68 | |
| Wal-Mart Stores (WMT) | 7.5 | $116M | 950k | 121.58 | |
| Five9 (FIVN) | 7.1 | $109M | 1.2M | 91.14 | |
| Smartsheet Com Cl A Call Option (SMAR) | 7.1 | $109M | 3.5M | 31.43 | |
| Burlington Stores (BURL) | 6.4 | $99M | 725k | 136.23 | |
| Under Armour CL C (UA) | 6.2 | $95M | 13M | 7.58 | |
| Zillow Group Cl C Cap Stk (Z) | 5.4 | $83M | 2.6M | 31.75 | |
| MercadoLibre (MELI) | 4.1 | $64M | 100k | 636.87 | |
| Applovin Corp Com Cl A (APP) | 3.7 | $57M | 1.7M | 34.44 | |
| Five Below (FIVE) | 3.7 | $57M | 500k | 113.43 | |
| Dynatrace Com New (DT) | 3.5 | $53M | 1.4M | 39.44 | |
| Dish Network Corporation Cl A | 1.9 | $30M | 1.7M | 17.93 | |
| Qualtrics Intl Com Cl A | 1.5 | $22M | 1.8M | 12.51 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $4.9M | 600k | 8.22 |
