Dorsal Capital Management as of March 31, 2017
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 29 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 10.5 | $198M | 3.0M | 65.86 | |
Expedia (EXPE) | 7.4 | $139M | 1.1M | 126.17 | |
Liberty Media Corp Delaware Com C Siriusxm | 6.7 | $125M | 3.2M | 38.78 | |
American Tower Reit (AMT) | 5.8 | $109M | 900k | 121.54 | |
Amazon (AMZN) | 5.2 | $98M | 110k | 886.54 | |
Commscope Hldg (COMM) | 5.1 | $96M | 2.3M | 41.71 | |
Liberty Broadband Cl C (LBRDK) | 4.8 | $91M | 1.0M | 86.40 | |
Yahoo! | 4.2 | $79M | 1.7M | 46.41 | |
Dollar General (DG) | 4.1 | $77M | 1.1M | 69.73 | |
Arris | 4.0 | $75M | 2.9M | 26.45 | |
Sba Communications Corp (SBAC) | 3.5 | $66M | 550k | 120.37 | |
CBS Corporation | 3.3 | $62M | 900k | 69.36 | |
At&t (T) | 3.3 | $62M | 1.5M | 41.55 | |
Ptc (PTC) | 3.3 | $62M | 1.2M | 52.55 | |
Tableau Software Inc Cl A | 3.0 | $57M | 1.2M | 49.55 | |
Verint Systems (VRNT) | 3.0 | $56M | 1.3M | 43.38 | |
Royal Caribbean Cruises (RCL) | 2.6 | $49M | 500k | 98.11 | |
Crown Castle Intl (CCI) | 2.5 | $47M | 500k | 94.45 | |
Metropcs Communications (TMUS) | 2.5 | $47M | 725k | 64.59 | |
Veeva Sys Inc cl a (VEEV) | 2.3 | $44M | 850k | 51.28 | |
Yelp Inc cl a (YELP) | 2.2 | $42M | 1.3M | 32.75 | |
CarMax (KMX) | 2.2 | $42M | 700k | 59.22 | |
Zendesk | 1.9 | $35M | 1.3M | 28.04 | |
Norwegian Cruise Line Hldgs (NCLH) | 1.5 | $28M | 550k | 50.73 | |
Box Inc cl a (BOX) | 1.4 | $26M | 1.6M | 16.31 | |
Palo Alto Networks (PANW) | 1.2 | $23M | 200k | 112.68 | |
Gigamon | 1.0 | $19M | 525k | 35.55 | |
PowerShares QQQ Trust, Series 1 | 0.7 | $13M | 100k | 132.38 | |
Lululemon Athletica (LULU) | 0.6 | $10M | 200k | 51.87 |