Dorsal Capital Management, LP Q4 2016 Filing
Filed February 14, 2017
Portfolio Value
$1.6T
Holdings
28
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LBRDKLIBERTY BROADBAND-C | 1,900,000 | $140.7B | 8.83% | |
| 2 | MSFTMICROSOFT CORP | 2,200,000 | $136.7B | 8.58% | |
| 3 | EXPEEXPEDIA INC | 950,000 | $107.6B | 6.76% | |
| 4 | LSXMKUSDLIBERTY SIRIUS GROUP-C | 2,750,000 | $93.3B | 5.86% | |
| 5 | 8CWCROWN CASTLE INTL CORP | 1,050,000 | $91.1B | 5.72% | |
| 6 | VISNCOMMSCOPE HOLDING CO INC | 2,375,000 | $88.3B | 5.55% | |
| 7 | —ARRIS INTERNATIONAL PLC | 2,750,000 | $82.9B | 5.20% | |
| 8 | —YAHOO! INC | 2,000,000 | $77.3B | 4.85% | |
| 9 | TAT&T INC | 1,800,000 | $76.6B | 4.81% | |
| 10 | AMZNAMAZON.COM INC | 100,000 | $75.0B | 4.71% | |
| 11 | AMTAMERICAN TOWER CORP | 700,000 | $74.0B | 4.64% | |
| 12 | DGDOLLAR GENERAL CORP | 875,000 | $64.8B | 4.07% | |
| 13 | PTCPTC INC | 1,150,000 | $53.2B | 3.34% | |
| 14 | KMXCARMAX INC | 800,000 | $51.5B | 3.23% | |
| 15 | —CBS CORP-CLASS B NON VOTING | 800,000 | $50.9B | 3.19% | |
| 16 | DATATABLEAU SOFTWARE INC-CL A | 1,200,000 | $50.6B | 3.18% | |
| 17 | VTYVERINT SYSTEMS INC | 1,400,000 | $49.4B | 3.10% | |
| 18 | VEEVVEEVA SYSTEMS INC-CLASS A | 1,125,000 | $45.8B | 2.87% | |
| 19 | TMUST-MOBILE US INC | 700,000 | $40.3B | 2.53% | |
| 20 | YELPYELP INC | 1,000,000 | $38.1B | 2.39% | |
| 21 | —XEROX CORP | 2,500,000 | $21.8B | 1.37% | |
| 22 | BOXBOX INC - CLASS A | 1,400,000 | $19.4B | 1.22% | |
| 23 | RCLROYAL CARIBBEAN CRUISES LTD | 225,000 | $18.5B | 1.16% | |
| 24 | ZEN1EURZENDESK INC | 800,000 | $17.0B | 1.06% | |
| 25 | HPEHEWLETT PACKARD ENTERPRIS | 700,000 | $16.2B | 1.02% | |
| 26 | T77LENDINGTREE INC | 90,000 | $9.1B | 0.57% | |
| 27 | —ACACIA COMMUNICATIONS INC | 25,000 | $1.5B | 0.10% | |
| 28 | —FITBIT INC - A | 200,000 | $1.5B | 0.09% |