Dorsal Capital Management, LP Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$2.0T
Holdings
24
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AABAUSDALTABA INC | 3,000,000 | $219.6B | 11.14% | |
| 2 | MSFTMICROSOFT CORP | 1,750,000 | $172.6B | 8.75% | |
| 3 | LOWLOWES COS INC | 1,500,000 | $143.4B | 7.27% | |
| 4 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 2,985,000 | $135.4B | 6.87% | |
| 5 | AMTAMERICAN TOWER CORP NEW | 850,000 | $123.1B | 6.24% | |
| 6 | METAFACEBOOK INC | 625,000 | $121.5B | 6.16% | |
| 7 | DATATABLEAU SOFTWARE INC | 1,000,000 | $97.8B | 4.96% | |
| 8 | DLTRDOLLAR TREE INC | 1,100,000 | $93.5B | 4.74% | |
| 9 | DXCDXC TECHNOLOGY CO | 1,100,000 | $88.8B | 4.50% | |
| 10 | TMUST MOBILE US INC | 1,350,000 | $80.7B | 4.09% | |
| 11 | TIFEURTIFFANY & CO NEW | 550,000 | $72.6B | 3.68% | |
| 12 | EXPEEXPEDIA GROUP INC | 600,000 | $72.1B | 3.66% | |
| 13 | PANWPALO ALTO NETWORKS INC | 350,000 | $71.9B | 3.65% | |
| 14 | TLVGRUPO TELEVISA SA | 3,750,000 | $71.1B | 3.60% | |
| 15 | —SHUTTERFLY INC | 700,000 | $63.0B | 3.20% | |
| 16 | —ARRIS INTL INC | 2,500,000 | $61.1B | 3.10% | |
| 17 | —PANDORA MEDIA INC | 7,500,000 | $59.1B | 3.00% | |
| 18 | FWONALIBERTY MEDIA CORP DELAWARE | 1,350,000 | $50.1B | 2.54% | |
| 19 | VIAVVIAVI SOLUTIONS INC | 4,750,000 | $48.6B | 2.47% | |
| 20 | ZEN1EURZENDESK INC | 850,000 | $46.3B | 2.35% | |
| 21 | PRSPPERSPECTA INC | 1,400,000 | $28.8B | 1.46% | |
| 22 | MLB1MERCADOLIBRE INC | 90,000 | $26.9B | 1.36% | |
| 23 | LM05LIBERTY MEDIA CORP DELAWARE | 600,000 | $21.2B | 1.07% | |
| 24 | —PLURALSIGHT INC | 100,000 | $2.4B | 0.12% |