Dorsal Capital Management, LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$1.2T
Holdings
19
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 62,700 | $122.2B | 9.89% | |
| 2 | MSFTMICROSOFT CORP | 725,500 | $114.4B | 9.26% | |
| 3 | CRMSALESFORCE COM INC | 720,000 | $103.7B | 8.39% | |
| 4 | ZZILLOW GROUP INC | 2,600,000 | $93.7B | 7.58% | |
| 5 | LSXMKUSDLIBERTY MEDIA CORP DEL | 2,600,000 | $82.2B | 6.65% | |
| 6 | SNAPSNAP INC | 6,775,000 | $80.6B | 6.52% | |
| 7 | IWMISHARES TR | 700,000 | $80.1B | 6.48% | |
| 8 | BURLBURLINGTON STORES INC | 475,000 | $75.3B | 6.09% | |
| 9 | LOWLOWES COS INC | 797,000 | $68.6B | 5.55% | |
| 10 | PEGAPEGASYSTEMS INC | 750,000 | $53.4B | 4.32% | |
| 11 | CRWDCROWDSTRIKE HLDGS INC | 950,000 | $52.9B | 4.28% | |
| 12 | DLTRDOLLAR TREE INC | 700,000 | $51.4B | 4.16% | |
| 13 | ATVIEURACTIVISION BLIZZARD INC | 850,000 | $50.6B | 4.09% | |
| 14 | PZZAPAPA JOHNS INTL INC | 900,000 | $48.0B | 3.89% | |
| 15 | MLB1MERCADOLIBRE INC | 98,000 | $47.9B | 3.87% | |
| 16 | TWLOTWILIO INC | 425,000 | $38.0B | 3.08% | |
| 17 | PRSPPERSPECTA INC | 1,600,000 | $29.2B | 2.36% | |
| 18 | LYVLIVE NATION ENTERTAINMENT IN | 600,000 | $27.3B | 2.21% | |
| 19 | —TALEND S A | 750,000 | $16.8B | 1.36% |