Dorsal Capital Management as of Dec. 31, 2022
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 21 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Broadband Corp Com Ser C (LBRDK) | 11.3 | $191M | 2.5M | 76.27 | |
| Microsoft Corporation (MSFT) | 11.0 | $186M | 775k | 239.82 | |
| MercadoLibre (MELI) | 8.6 | $146M | 172k | 846.24 | |
| Us Foods Hldg Corp call (USFD) | 8.6 | $145M | 4.3M | 34.02 | |
| Wal-Mart Stores (WMT) | 6.7 | $113M | 800k | 141.79 | |
| Servicenow (NOW) | 6.3 | $107M | 275k | 388.27 | |
| Five Below (FIVE) | 6.3 | $106M | 600k | 176.87 | |
| Smartsheet Com Cl A (SMAR) | 6.2 | $105M | 2.7M | 39.36 | |
| Apple Put Option (AAPL) | 5.4 | $91M | 700k | 129.93 | |
| Under Armour CL C (UA) | 5.3 | $89M | 10M | 8.92 | |
| Mongodb Cl A (MDB) | 4.7 | $79M | 400k | 196.84 | |
| Burlington Stores (BURL) | 4.2 | $71M | 350k | 202.76 | |
| Walt Disney Company (DIS) | 4.1 | $70M | 800k | 86.88 | |
| Zillow Group Cl C Cap Stk (Z) | 3.3 | $56M | 1.8M | 32.21 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.9 | $49M | 750k | 64.67 | |
| Ambarella SHS (AMBA) | 1.8 | $30M | 360k | 82.23 | |
| Amazon (AMZN) | 1.1 | $19M | 225k | 84.00 | |
| Five9 (FIVN) | 1.0 | $17M | 250k | 67.86 | |
| Frontier Communications Pare (FYBR) | 0.7 | $11M | 435k | 25.48 | |
| Burlington Stores Note 2.250% 4/1 (Principal) | 0.3 | $4.6M | 4.0M | 1.15 | |
| Upstart Hldgs (UPST) | 0.1 | $992k | 75k | 13.22 |
