Dorsal Capital Management as of Dec. 31, 2016
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 28 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Liberty Broadband Cl C (LBRDK) | 8.8 | $141M | 1.9M | 74.07 | |
Microsoft Corporation (MSFT) | 8.6 | $137M | 2.2M | 62.14 | |
Expedia (EXPE) | 6.8 | $108M | 950k | 113.28 | |
Liberty Media Corp Delaware Com C Siriusxm | 5.9 | $93M | 2.8M | 33.92 | |
Crown Castle Intl (CCI) | 5.7 | $91M | 1.1M | 86.77 | |
Commscope Hldg (COMM) | 5.5 | $88M | 2.4M | 37.20 | |
Arris | 5.2 | $83M | 2.8M | 30.13 | |
Yahoo! | 4.8 | $77M | 2.0M | 38.67 | |
At&t (T) | 4.8 | $77M | 1.8M | 42.53 | |
Amazon (AMZN) | 4.7 | $75M | 100k | 749.87 | |
American Tower Reit (AMT) | 4.6 | $74M | 700k | 105.68 | |
Dollar General (DG) | 4.1 | $65M | 875k | 74.07 | |
Ptc (PTC) | 3.3 | $53M | 1.2M | 46.27 | |
CarMax (KMX) | 3.2 | $52M | 800k | 64.39 | |
CBS Corporation | 3.2 | $51M | 800k | 63.62 | |
Tableau Software Inc Cl A | 3.2 | $51M | 1.2M | 42.15 | |
Verint Systems (VRNT) | 3.1 | $49M | 1.4M | 35.25 | |
Veeva Sys Inc cl a (VEEV) | 2.9 | $46M | 1.1M | 40.70 | |
Metropcs Communications (TMUS) | 2.5 | $40M | 700k | 57.51 | |
Yelp Inc cl a (YELP) | 2.4 | $38M | 1.0M | 38.13 | |
Xerox Corporation | 1.4 | $22M | 2.5M | 8.73 | |
Box Inc cl a (BOX) | 1.2 | $19M | 1.4M | 13.86 | |
Royal Caribbean Cruises (RCL) | 1.2 | $19M | 225k | 82.04 | |
Zendesk | 1.1 | $17M | 800k | 21.20 | |
Hewlett Packard Enterprise (HPE) | 1.0 | $16M | 700k | 23.14 | |
Tree (TREE) | 0.6 | $9.1M | 90k | 101.36 | |
Acacia Communications | 0.1 | $1.5M | 25k | 61.76 | |
Fitbit | 0.1 | $1.5M | 200k | 7.32 |