Dorsal Capital Management, LP Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$1.6T
Holdings
23
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 784,000 | $159.6B | 9.86% | |
| 2 | SNAPSNAP INC | 6,550,000 | $153.9B | 9.51% | |
| 3 | CRMSALESFORCE COM INC | 686,000 | $128.5B | 7.94% | |
| 4 | ZZILLOW GROUP INC | 2,030,000 | $116.9B | 7.23% | |
| 5 | IWMISHARES TR | 750,000 | $107.4B | 6.64% | |
| 6 | AMZNAMAZON COM INC | 36,800 | $101.5B | 6.27% | |
| 7 | BURLBURLINGTON STORES INC | 515,000 | $101.4B | 6.27% | |
| 8 | TWLOTWILIO INC | 400,000 | $87.8B | 5.42% | |
| 9 | PEGAPEGASYSTEMS INC | 800,000 | $80.9B | 5.00% | |
| 10 | DLTRDOLLAR TREE INC | 750,000 | $69.5B | 4.30% | |
| 11 | ATVIEURACTIVISION BLIZZARD INC | 900,000 | $68.3B | 4.22% | |
| 12 | CRWDCROWDSTRIKE HLDGS INC | 650,000 | $65.2B | 4.03% | |
| 13 | EEFTEURONET WORLDWIDE INC | 650,000 | $62.3B | 3.85% | |
| 14 | LOWLOWES COS INC | 375,000 | $50.7B | 3.13% | |
| 15 | COUPEURCOUPA SOFTWARE INC | 150,000 | $41.6B | 2.57% | Put |
| 16 | PZZAPAPA JOHNS INTL INC | 500,000 | $39.7B | 2.45% | |
| 17 | ZMZOOM VIDEO COMMUNICATIONS IN | 150,000 | $38.0B | 2.35% | Put |
| 18 | DRIDARDEN RESTAURANTS INC | 500,000 | $37.9B | 2.34% | |
| 19 | HQYHEALTHEQUITY INC | 500,000 | $29.3B | 1.81% | |
| 20 | KMXCARMAX INC | 300,000 | $26.9B | 1.66% | |
| 21 | —TALEND S A | 650,000 | $22.5B | 1.39% | |
| 22 | PRSPPERSPECTA INC | 900,000 | $20.9B | 1.29% | |
| 23 | URBNURBAN OUTFITTERS INC | 500,000 | $7.6B | 0.47% |