Dorsal Capital Management, LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$2.0T
Holdings
21
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LBRDKLIBERTY BROADBAND CORP | 1,600,000 | $240.2B | 12.20% | |
| 2 | MSFTMICROSOFT CORP | 925,000 | $218.1B | 11.08% | |
| 3 | SNAPSNAP INC | 3,000,000 | $156.9B | 7.97% | |
| 4 | GOOGLALPHABET INC | 72,000 | $148.5B | 7.54% | |
| 5 | METAFACEBOOK INC | 500,000 | $147.3B | 7.48% | |
| 6 | ZZILLOW GROUP INC | 1,000,000 | $129.6B | 6.59% | |
| 7 | DTDYNATRACE INC | 2,200,000 | $106.1B | 5.39% | |
| 8 | DRIDARDEN RESTAURANTS INC | 725,000 | $103.0B | 5.23% | |
| 9 | WDAYWORKDAY INC | 400,000 | $99.4B | 5.05% | |
| 10 | DLTRDOLLAR TREE INC | 850,000 | $97.3B | 4.94% | |
| 11 | COSTCOSTCO WHSL CORP NEW | 275,000 | $96.9B | 4.92% | |
| 12 | EEFTEURONET WORLDWIDE INC | 680,000 | $94.0B | 4.78% | |
| 13 | TWLOTWILIO INC | 250,000 | $85.2B | 4.33% | |
| 14 | USFDUS FOODS HLDG CORP | 1,600,000 | $61.0B | 3.10% | |
| 15 | BURLBURLINGTON STORES INC | 195,000 | $58.3B | 2.96% | |
| 16 | EGHT8X8 INC NEW | 1,400,000 | $45.4B | 2.31% | |
| 17 | LOWLOWES COS INC | 175,000 | $33.3B | 1.69% | |
| 18 | PEGAPEGASYSTEMS INC | 175,000 | $20.0B | 1.02% | |
| 19 | CRWDCROWDSTRIKE HLDGS INC | 100,000 | $18.3B | 0.93% | |
| 20 | —TALEND S A | 120,000 | $7.6B | 0.39% | |
| 21 | —QUALTRICS INTL INC | 70,000 | $2.3B | 0.12% |