Dorsal Capital Management, LP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.5T
Holdings
18
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AABAUSDALTABA INC | 2,150,000 | $159.4B | 10.42% | |
| 2 | MSFTMICROSOFT CORP | 1,320,000 | $155.7B | 10.18% | |
| 3 | MLB1MERCADOLIBRE INC | 281,500 | $142.9B | 9.35% | |
| 4 | LOWLOWES COS INC | 1,050,000 | $114.9B | 7.52% | |
| 5 | DXCDXC TECHNOLOGY CO | 1,600,000 | $102.9B | 6.73% | |
| 6 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 2,500,000 | $95.6B | 6.25% | |
| 7 | NFLXNETFLIX INC | 250,000 | $89.1B | 5.83% | |
| 8 | METAFACEBOOK INC | 510,000 | $85.0B | 5.56% | |
| 9 | PVHPVH CORP | 650,000 | $79.3B | 5.18% | |
| 10 | PRSPPERSPECTA INC | 3,850,000 | $77.8B | 5.09% | |
| 11 | NOWSERVICENOW INC | 300,000 | $73.9B | 4.84% | |
| 12 | TPDTEMPUR SEALY INTL INC | 755,000 | $72.1B | 4.71% | Call |
| 13 | —TALEND S A | 1,200,000 | $60.7B | 3.97% | |
| 14 | DATATABLEAU SOFTWARE INC | 450,000 | $57.3B | 3.75% | |
| 15 | ZEN1EURZENDESK INC | 600,000 | $51.0B | 3.34% | |
| 16 | TIFEURTIFFANY & CO NEW | 461,000 | $48.7B | 3.18% | |
| 17 | DLTRDOLLAR TREE INC | 450,000 | $47.3B | 3.09% | |
| 18 | RHRH | 150,000 | $15.4B | 1.01% |