Dorsal Capital Management

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