Dorsal Capital Management, LP Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$1.8T
Holdings
20
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AABAUSDALTABA INC | 3,250,000 | $225.5B | 12.47% | |
| 2 | MSFTMICROSOFT CORP | 1,525,000 | $204.3B | 11.30% | |
| 3 | IWMISHARES TR | 850,000 | $132.2B | 7.31% | |
| 4 | METAFACEBOOK INC | 661,000 | $127.6B | 7.06% | |
| 5 | LOWLOWES COS INC | 1,225,000 | $123.6B | 6.84% | |
| 6 | MLB1MERCADOLIBRE INC | 184,000 | $112.6B | 6.23% | |
| 7 | NFLXNETFLIX INC | 305,000 | $112.0B | 6.20% | |
| 8 | NOWSERVICENOW INC | 400,000 | $109.8B | 6.07% | |
| 9 | TIFEURTIFFANY & CO NEW | 1,090,000 | $102.1B | 5.65% | Put |
| 10 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 2,500,000 | $95.0B | 5.25% | |
| 11 | PEGAPEGASYSTEMS INC | 1,175,000 | $83.7B | 4.63% | |
| 12 | BURLBURLINGTON STORES INC | 450,000 | $76.6B | 4.23% | |
| 13 | PRSPPERSPECTA INC | 3,000,000 | $70.2B | 3.88% | |
| 14 | PVHPVH CORP | 600,000 | $56.8B | 3.14% | |
| 15 | UBERUBER TECHNOLOGIES INC | 1,000,000 | $46.4B | 2.57% | |
| 16 | BOXBOX INC | 2,500,000 | $44.0B | 2.43% | |
| 17 | TPDTEMPUR SEALY INTL INC | 500,000 | $36.7B | 2.03% | |
| 18 | —TALEND S A | 900,000 | $34.7B | 1.92% | |
| 19 | USNAUSANA HEALTH SCIENCES INC | 154,100 | $12.2B | 0.68% | Put |
| 20 | TSLATESLA INC | 10,000 | $2.2B | 0.12% |