Dorsal Capital Management, LP Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$1.7T
Holdings
19
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,322,500 | $183.9B | 11.12% | |
| 2 | NDQINVESCO QQQ TR | 900,000 | $169.9B | 10.28% | Put |
| 3 | LOWLOWES COS INC | 1,416,000 | $155.7B | 9.42% | |
| 4 | METAFACEBOOK INC | 811,000 | $144.4B | 8.74% | |
| 5 | CRMSALESFORCE COM INC | 921,000 | $136.7B | 8.27% | |
| 6 | MLB1MERCADOLIBRE INC | 205,000 | $113.0B | 6.84% | |
| 7 | IWMISHARES TR | 725,000 | $109.7B | 6.64% | |
| 8 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 2,500,000 | $104.9B | 6.35% | |
| 9 | —ACTIVISION BLIZZARD INC | 1,650,000 | $87.3B | 5.28% | |
| 10 | PEGAPEGASYSTEMS INC | 1,100,000 | $74.9B | 4.53% | |
| 11 | PRSPPERSPECTA INC | 2,600,000 | $67.9B | 4.11% | |
| 12 | PVHPVH CORP | 700,000 | $61.8B | 3.74% | |
| 13 | TIFEURTIFFANY & CO NEW | 585,000 | $54.2B | 3.28% | |
| 14 | BOXBOX INC | 2,750,000 | $45.5B | 2.75% | |
| 15 | —TALEND S A | 1,250,000 | $42.5B | 2.57% | |
| 16 | NFLXNETFLIX INC | 154,000 | $41.2B | 2.49% | |
| 17 | BURLBURLINGTON STORES INC | 200,000 | $40.0B | 2.42% | |
| 18 | PZZAPAPA JOHNS INTL INC | 350,000 | $18.3B | 1.11% | |
| 19 | DDOGDATADOG INC | 40,000 | $1.4B | 0.08% |