Dorsal Capital Management, LP Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$2.1T
Holdings
25
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LBRDKLIBERTY BROADBAND CORP | 1,750,000 | $303.9B | 14.20% | |
| 2 | METAFACEBOOK INC | 740,000 | $257.3B | 12.02% | |
| 3 | MSFTMICROSOFT CORP | 700,000 | $189.6B | 8.86% | |
| 4 | GOOGLALPHABET INC | 74,000 | $180.7B | 8.44% | |
| 5 | SNAPSNAP INC | 2,575,000 | $175.5B | 8.20% | |
| 6 | COSTCOSTCO WHSL CORP NEW | 350,000 | $138.5B | 6.47% | |
| 7 | TWLOTWILIO INC | 330,000 | $130.1B | 6.08% | |
| 8 | ZZILLOW GROUP INC | 950,000 | $116.1B | 5.42% | |
| 9 | USFDUS FOODS HLDG CORP | 2,850,000 | $109.3B | 5.11% | |
| 10 | DTDYNATRACE INC | 1,700,000 | $99.3B | 4.64% | |
| 11 | WDAYWORKDAY INC | 375,000 | $89.5B | 4.18% | |
| 12 | SMARGBPSMARTSHEET INC | 1,000,000 | $72.3B | 3.38% | |
| 13 | EGHT8X8 INC NEW | 2,350,000 | $65.2B | 3.05% | |
| 14 | BURLBURLINGTON STORES INC | 195,000 | $62.8B | 2.93% | |
| 15 | —QUALTRICS INTL INC | 1,250,000 | $47.8B | 2.23% | |
| 16 | KSSKOHLS CORP | 700,000 | $38.6B | 1.80% | |
| 17 | WENWENDYS CO | 1,000,000 | $23.4B | 1.09% | |
| 18 | DRIDARDEN RESTAURANTS INC | 100,000 | $14.6B | 0.68% | |
| 19 | EAELECTRONIC ARTS INC | 100,000 | $14.4B | 0.67% | |
| 20 | —TALEND S A | 70,000 | $4.6B | 0.21% | |
| 21 | —LORDSTOWN MOTORS CORP | 400,000 | $4.4B | 0.21% | |
| 22 | —DESKTOP METAL INC | 100,000 | $1.1B | 0.05% | |
| 23 | SSENTINELONE INC | 20,000 | $850.0M | 0.04% | |
| 24 | CFLTCONFLUENT INC | 15,000 | $713.0M | 0.03% | |
| 25 | DIDIYDIDI GLOBAL INC | 15,000 | $212.0M | 0.01% |