Dorsal Capital Management, LP Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$2.0T
Holdings
28
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEEXPEDIA INC DEL | 1,150,000 | $171.3B | 8.75% | |
| 2 | MSFTMICROSOFT CORP | 2,000,000 | $137.9B | 7.04% | |
| 3 | AMTAMERICAN TOWER CORP NEW | 825,000 | $109.2B | 5.58% | |
| 4 | AABAUSDALTABA INC | 2,000,000 | $109.0B | 5.57% | |
| 5 | DGDOLLAR GEN CORP NEW | 1,500,000 | $108.1B | 5.52% | |
| 6 | LBRDKLIBERTY BROADBAND CORP | 1,100,000 | $95.4B | 4.87% | |
| 7 | AMZNAMAZON COM INC | 95,000 | $92.0B | 4.70% | |
| 8 | —ARRIS INTL INC | 3,150,000 | $88.3B | 4.51% | |
| 9 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 1,950,000 | $81.3B | 4.15% | |
| 10 | SBACSBA COMMUNICATIONS CORP NEW | 600,000 | $80.9B | 4.13% | |
| 11 | FWONALIBERTY MEDIA CORP DELAWARE | 2,100,000 | $76.9B | 3.93% | |
| 12 | DXCDXC TECHNOLOGY CO | 1,000,000 | $76.7B | 3.92% | |
| 13 | —CBS CORP NEW | 1,200,000 | $76.5B | 3.91% | |
| 14 | VISNCOMMSCOPE HLDG CO INC | 2,000,000 | $76.1B | 3.88% | |
| 15 | ZEN1EURZENDESK INC | 2,600,000 | $72.2B | 3.69% | |
| 16 | PANWPALO ALTO NETWORKS INC | 475,000 | $63.6B | 3.25% | |
| 17 | DATATABLEAU SOFTWARE INC | 1,000,000 | $61.3B | 3.13% | |
| 18 | TMUST MOBILE US INC | 1,000,000 | $60.6B | 3.10% | |
| 19 | TAT&T INC | 1,475,000 | $55.7B | 2.84% | |
| 20 | VTYVERINT SYS INC | 1,250,000 | $50.9B | 2.60% | |
| 21 | PTCPTC INC | 800,000 | $44.1B | 2.25% | |
| 22 | 8CWCROWN CASTLE INTL CORP NEW | 375,000 | $37.6B | 1.92% | |
| 23 | LGFEURLIONS GATE ENTMNT CORP | 1,175,000 | $33.2B | 1.69% | |
| 24 | BOXBOX INC | 1,750,000 | $31.9B | 1.63% | |
| 25 | LGF/BEURLIONS GATE ENTMNT CORP | 925,000 | $24.3B | 1.24% | |
| 26 | LULULULULEMON ATHLETICA INC | 300,000 | $17.9B | 0.91% | |
| 27 | KMXCARMAX INC | 220,000 | $13.9B | 0.71% | Put |
| 28 | LM05LIBERTY MEDIA CORP DELAWARE | 325,000 | $11.4B | 0.58% |