Dorsal Capital Management, LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$1.7T
Holdings
19
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LBRDKLIBERTY BROADBAND CORP | 1,750,000 | $281.9B | 16.19% | |
| 2 | MSFTMICROSOFT CORP | 650,000 | $218.6B | 12.56% | |
| 3 | AMZNAMAZON COM INC | 55,000 | $183.4B | 10.53% | |
| 4 | ZZILLOW GROUP INC | 2,095,000 | $133.8B | 7.68% | |
| 5 | USFDUS FOODS HLDG CORP | 3,600,000 | $125.4B | 7.20% | |
| 6 | GOOGLALPHABET INC | 42,000 | $121.7B | 6.99% | |
| 7 | SMARGBPSMARTSHEET INC | 1,150,000 | $89.1B | 5.12% | |
| 8 | COSTCOSTCO WHSL CORP NEW | 150,000 | $85.2B | 4.89% | |
| 9 | SNAPSNAP INC | 1,550,000 | $72.9B | 4.19% | |
| 10 | BURLBURLINGTON STORES INC | 225,000 | $65.6B | 3.77% | |
| 11 | FIVNFIVE9 INC | 475,000 | $65.2B | 3.75% | |
| 12 | DISHDISH NETWORK CORPORATION | 1,900,000 | $61.6B | 3.54% | Call |
| 13 | TWLOTWILIO INC | 230,000 | $60.6B | 3.48% | |
| 14 | PLANUSDANAPLAN INC | 1,250,000 | $57.3B | 3.29% | |
| 15 | DTDYNATRACE INC | 850,000 | $51.3B | 2.95% | |
| 16 | DOMODOMO INC | 700,000 | $34.7B | 1.99% | |
| 17 | —KKR ACQUISITION HOLDING I CO | 2,030,000 | $19.8B | 1.14% | |
| 18 | HCPHASHICORP INC | 100,000 | $9.1B | 0.52% | |
| 19 | BG3BIG 5 SPORTING GOODS CORP | 200,000 | $3.8B | 0.22% |