Dorsal Capital Management, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$2.0T
Holdings
22
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 103,000 | $335.8B | 16.80% | |
| 2 | LBRDKLIBERTY BROADBAND CORP | 1,750,000 | $236.8B | 11.85% | |
| 3 | MSFTMICROSOFT CORP | 525,000 | $161.9B | 8.10% | |
| 4 | UAUNDER ARMOUR INC | 10,000,000 | $155.6B | 7.78% | |
| 5 | ZZILLOW GROUP INC | 2,850,000 | $140.5B | 7.03% | |
| 6 | WMTWALMART INC | 900,000 | $134.0B | 6.71% | |
| 7 | USFDUS FOODS HLDG CORP | 3,250,000 | $122.3B | 6.12% | |
| 8 | SMARGBPSMARTSHEET INC | 1,900,000 | $104.1B | 5.21% | |
| 9 | FIVNFIVE9 INC | 850,000 | $93.8B | 4.69% | |
| 10 | BURLBURLINGTON STORES INC | 450,000 | $82.0B | 4.10% | |
| 11 | DTDYNATRACE INC | 1,350,000 | $63.6B | 3.18% | |
| 12 | APPAPPLOVIN CORP | 1,150,000 | $63.3B | 3.17% | Call |
| 13 | MLB1MERCADOLIBRE INC | 50,000 | $59.5B | 2.98% | |
| 14 | ZEN1EURZENDESK INC | 450,000 | $54.1B | 2.71% | |
| 15 | DISHDISH NETWORK CORPORATION | 1,450,000 | $45.9B | 2.30% | Call |
| 16 | DOMODOMO INC | 850,000 | $43.0B | 2.15% | |
| 17 | —QUALTRICS INTL INC | 1,400,000 | $40.0B | 2.00% | |
| 18 | —KKR ACQUISITION HOLDING I CO | 2,538,928 | $25.0B | 1.25% | |
| 19 | PLANUSDANAPLAN INC | 252,757 | $16.4B | 0.82% | |
| 20 | HOODROBINHOOD MKTS INC | 1,000,000 | $13.5B | 0.68% | |
| 21 | HCPHASHICORP INC | 75,000 | $4.0B | 0.20% | |
| 22 | BBBLACKBERRY LTD | 500,000 | $3.7B | 0.19% | Call |