Dorsal Capital Management, LP Q2 2016 Filing
Filed August 15, 2016
Portfolio Value
$1.4T
Holdings
23
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TAT&T INC | 3,000,000 | $129.6B | 9.56% | |
| 2 | AMZNAMAZON.COM INC | 150,000 | $107.3B | 7.92% | |
| 3 | AMTAMERICAN TOWER CORP | 900,000 | $102.2B | 7.54% | |
| 4 | LBRDKLIBERTY BROADBAND-C | 1,450,000 | $87.0B | 6.42% | |
| 5 | MSFTMICROSOFT CORP | 1,700,000 | $87.0B | 6.41% | |
| 6 | VISNCOMMSCOPE HOLDING CO INC | 2,650,000 | $82.2B | 6.06% | |
| 7 | —YAHOO! INC | 2,000,000 | $75.1B | 5.54% | |
| 8 | —CBS CORP-CLASS B NON VOTING | 1,350,000 | $73.5B | 5.42% | |
| 9 | LTRPAUSDLIBERTY TRIPADVISOR HDG-A | 2,900,000 | $63.5B | 4.68% | |
| 10 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 2,000,000 | $61.7B | 4.55% | |
| 11 | —INFOBLOX INC | 3,275,000 | $61.4B | 4.53% | |
| 12 | TMUST-MOBILE US INC | 1,400,000 | $60.6B | 4.47% | |
| 13 | METAFACEBOOK INC-A | 500,000 | $57.1B | 4.21% | |
| 14 | VEEVVEEVA SYSTEMS INC-CLASS A | 1,600,000 | $54.6B | 4.03% | |
| 15 | HPEHEWLETT PACKARD ENTERPRIS | 2,450,000 | $44.8B | 3.30% | |
| 16 | WDAYWORKDAY INC-CLASS A | 575,000 | $42.9B | 3.17% | |
| 17 | —ARRIS INTERNATIONAL PLC | 2,000,000 | $41.9B | 3.09% | |
| 18 | YELPYELP INC | 1,350,000 | $41.0B | 3.02% | |
| 19 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 800,000 | $38.9B | 2.87% | |
| 20 | PTCPTC INC | 500,000 | $18.8B | 1.39% | |
| 21 | ZZILLOW GROUP INC - C | 500,000 | $18.1B | 1.34% | |
| 22 | T77LENDINGTREE INC | 50,000 | $4.4B | 0.33% | |
| 23 | —DIAMOND RESORTS INTERNATIONA | 75,000 | $2.2B | 0.17% |