Dorsal Capital Management, LP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$2.0T
Holdings
26
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AABAUSDALTABA INC | 3,550,000 | $248.0B | 12.24% | |
| 2 | EXPEEXPEDIA INC DEL | 1,275,000 | $152.7B | 7.54% | |
| 3 | PANWPALO ALTO NETWORKS INC | 900,000 | $130.4B | 6.44% | |
| 4 | DXCDXC TECHNOLOGY CO | 1,250,000 | $118.6B | 5.86% | |
| 5 | AMZNAMAZON COM INC | 90,000 | $105.3B | 5.20% | |
| 6 | MSFTMICROSOFT CORP | 1,200,000 | $102.6B | 5.07% | |
| 7 | SBACSBA COMMUNICATIONS CORP NEW | 550,000 | $89.8B | 4.43% | |
| 8 | AMTAMERICAN TOWER CORP NEW | 625,000 | $89.2B | 4.40% | |
| 9 | FWONALIBERTY MEDIA CORP DELAWARE | 2,525,000 | $86.3B | 4.26% | |
| 10 | —CBS CORP NEW | 1,400,000 | $82.6B | 4.08% | |
| 11 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 1,950,000 | $77.3B | 3.82% | |
| 12 | —ARRIS INTL INC | 3,000,000 | $77.1B | 3.80% | |
| 13 | ZEN1EURZENDESK INC | 2,275,000 | $77.0B | 3.80% | |
| 14 | LBRDKLIBERTY BROADBAND CORP | 900,000 | $76.6B | 3.78% | |
| 15 | VISNCOMMSCOPE HLDG CO INC | 1,875,000 | $70.9B | 3.50% | |
| 16 | TIFEURTIFFANY & CO NEW | 675,000 | $70.2B | 3.46% | |
| 17 | DLTRDOLLAR TREE INC | 625,000 | $67.1B | 3.31% | |
| 18 | DATATABLEAU SOFTWARE INC | 900,000 | $62.3B | 3.07% | |
| 19 | HDHOME DEPOT INC | 230,000 | $43.6B | 2.15% | |
| 20 | TAT&T INC | 1,100,000 | $42.8B | 2.11% | |
| 21 | BOXBOX INC | 2,000,000 | $42.2B | 2.09% | |
| 22 | TMUST MOBILE US INC | 600,000 | $38.1B | 1.88% | |
| 23 | XLKSELECT SECTOR SPDR TR | 500,000 | $32.0B | 1.58% | Put |
| 24 | TLVGRUPO TELEVISA SA | 1,200,000 | $22.4B | 1.11% | |
| 25 | LM05LIBERTY MEDIA CORP DELAWARE | 565,000 | $18.5B | 0.91% | |
| 26 | —NUTRI SYS INC NEW | 44,000 | $2.3B | 0.11% |