Dorsal Capital Management, LP Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$2.1T
Holdings
28
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AABAUSDALTABA INC | 3,000,000 | $222.1B | 10.69% | |
| 2 | PANWPALO ALTO NETWORKS INC | 900,000 | $163.4B | 7.86% | |
| 3 | MSFTMICROSOFT CORP | 1,500,000 | $136.9B | 6.59% | |
| 4 | LOWLOWES COS INC | 1,350,000 | $118.5B | 5.70% | |
| 5 | DXCDXC TECHNOLOGY CO | 1,100,000 | $110.6B | 5.32% | |
| 6 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 2,500,000 | $102.1B | 4.91% | |
| 7 | AMTAMERICAN TOWER CORP NEW | 675,000 | $98.1B | 4.72% | |
| 8 | BKNGBOOKING HLDGS INC | 45,000 | $93.6B | 4.51% | |
| 9 | FWONALIBERTY MEDIA CORP DELAWARE | 2,600,000 | $80.2B | 3.86% | |
| 10 | —ARRIS INTL INC | 3,000,000 | $79.7B | 3.84% | |
| 11 | VISNCOMMSCOPE HLDG CO INC | 1,750,000 | $69.9B | 3.37% | |
| 12 | —SHUTTERFLY INC | 850,000 | $69.1B | 3.32% | |
| 13 | DATATABLEAU SOFTWARE INC | 850,000 | $68.7B | 3.31% | |
| 14 | TIFEURTIFFANY & CO NEW | 700,000 | $68.4B | 3.29% | |
| 15 | AMZNAMAZON COM INC | 45,000 | $65.1B | 3.13% | |
| 16 | TMUST MOBILE US INC | 1,000,000 | $61.0B | 2.94% | |
| 17 | ZEN1EURZENDESK INC | 1,200,000 | $57.4B | 2.76% | |
| 18 | METAFACEBOOK INC | 300,000 | $47.9B | 2.31% | |
| 19 | TWXCHFTIME WARNER INC | 500,000 | $47.3B | 2.28% | |
| 20 | SBACSBA COMMUNICATIONS CORP NEW | 275,000 | $47.0B | 2.26% | |
| 21 | BOXBOX INC | 2,250,000 | $46.2B | 2.23% | |
| 22 | EXPEEXPEDIA GROUP INC | 400,000 | $44.2B | 2.13% | |
| 23 | DLTRDOLLAR TREE INC | 450,000 | $42.7B | 2.06% | |
| 24 | TLVGRUPO TELEVISA SA | 2,500,000 | $39.9B | 1.92% | |
| 25 | GISGENERAL MLS INC | 800,000 | $36.0B | 1.73% | Call |
| 26 | VIAVVIAVI SOLUTIONS INC | 3,600,000 | $35.0B | 1.68% | |
| 27 | LM05LIBERTY MEDIA CORP DELAWARE | 600,000 | $17.6B | 0.85% | |
| 28 | TSLATESLA INC | 35,000 | $9.3B | 0.45% |