Dorsal Capital Management, LP Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$1.7T
Holdings
22
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,350,000 | $154.4B | 8.93% | |
| 2 | AMTAMERICAN TOWER CORP NEW | 825,000 | $119.9B | 6.93% | |
| 3 | DXCDXC TECHNOLOGY CO | 1,250,000 | $116.9B | 6.76% | |
| 4 | AABAUSDALTABA INC | 1,700,000 | $115.8B | 6.70% | |
| 5 | METAFACEBOOK INC | 700,000 | $115.1B | 6.66% | Call |
| 6 | TIFEURTIFFANY & CO NEW | 875,000 | $112.8B | 6.53% | |
| 7 | DATATABLEAU SOFTWARE INC | 975,000 | $108.9B | 6.30% | |
| 8 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 2,340,000 | $101.7B | 5.88% | |
| 9 | TMUST MOBILE US INC | 1,250,000 | $87.7B | 5.07% | |
| 10 | LOWLOWES COS INC | 675,000 | $77.5B | 4.48% | |
| 11 | MLB1MERCADOLIBRE INC | 220,000 | $74.9B | 4.33% | |
| 12 | TLVGRUPO TELEVISA SA | 4,100,000 | $72.7B | 4.21% | |
| 13 | PRSPPERSPECTA INC | 2,775,000 | $71.4B | 4.13% | |
| 14 | RCLROYAL CARIBBEAN CRUISES LTD | 525,000 | $68.2B | 3.94% | Call |
| 15 | —ARRIS INTL INC | 2,400,000 | $62.4B | 3.61% | |
| 16 | VIAVVIAVI SOLUTIONS INC | 4,800,000 | $54.4B | 3.15% | |
| 17 | ZEN1EURZENDESK INC | 750,000 | $53.3B | 3.08% | |
| 18 | —SHUTTERFLY INC | 800,000 | $52.7B | 3.05% | |
| 19 | —PANDORA MEDIA INC | 4,750,000 | $45.2B | 2.61% | |
| 20 | TPDTEMPUR SEALY INTL INC | 625,000 | $33.1B | 1.91% | |
| 21 | —TALEND S A | 300,000 | $20.9B | 1.21% | |
| 22 | DDD3-D SYS CORP DEL | 500,000 | $9.4B | 0.55% |