Dorsal Capital Management, LP Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$1.9T
Holdings
25
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEEXPEDIA INC DEL | 1,200,000 | $172.7B | 8.98% | |
| 2 | AABAUSDALTABA INC | 2,200,000 | $145.7B | 7.57% | |
| 3 | MSFTMICROSOFT CORP | 1,750,000 | $130.4B | 6.77% | |
| 4 | DGDOLLAR GEN CORP NEW | 1,250,000 | $101.3B | 5.27% | |
| 5 | FWONALIBERTY MEDIA CORP DELAWARE | 2,600,000 | $99.0B | 5.15% | |
| 6 | —ARRIS INTL INC | 3,200,000 | $91.2B | 4.74% | |
| 7 | DXCDXC TECHNOLOGY CO | 1,000,000 | $85.9B | 4.46% | |
| 8 | AMTAMERICAN TOWER CORP NEW | 625,000 | $85.4B | 4.44% | |
| 9 | PANWPALO ALTO NETWORKS INC | 575,000 | $82.9B | 4.31% | |
| 10 | AMZNAMAZON COM INC | 85,000 | $81.7B | 4.25% | |
| 11 | —CBS CORP NEW | 1,350,000 | $78.3B | 4.07% | |
| 12 | LBRDKLIBERTY BROADBAND CORP | 800,000 | $76.2B | 3.96% | |
| 13 | SBACSBA COMMUNICATIONS CORP NEW | 500,000 | $72.0B | 3.74% | |
| 14 | LOWLOWES COS INC | 900,000 | $71.9B | 3.74% | |
| 15 | VISNCOMMSCOPE HLDG CO INC | 2,150,000 | $71.4B | 3.71% | |
| 16 | DATATABLEAU SOFTWARE INC | 950,000 | $71.1B | 3.70% | |
| 17 | ZEN1EURZENDESK INC | 2,350,000 | $68.4B | 3.56% | |
| 18 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 1,600,000 | $67.0B | 3.48% | |
| 19 | TAT&T INC | 1,250,000 | $49.0B | 2.54% | |
| 20 | TMUST MOBILE US INC | 750,000 | $46.2B | 2.40% | |
| 21 | PTCPTC INC | 800,000 | $45.0B | 2.34% | |
| 22 | VTYVERINT SYS INC | 1,000,000 | $41.9B | 2.17% | |
| 23 | 8CWCROWN CASTLE INTL CORP NEW | 350,000 | $35.0B | 1.82% | |
| 24 | BOXBOX INC | 1,750,000 | $33.8B | 1.76% | |
| 25 | LM05LIBERTY MEDIA CORP DELAWARE | 565,000 | $20.6B | 1.07% |