Dorsal Capital Management, LP Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$1.3T
Holdings
19
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZZILLOW GROUP INC | 1,355,000 | $137.7B | 10.62% | |
| 2 | MSFTMICROSOFT CORP | 605,000 | $127.3B | 9.82% | |
| 3 | PEGAPEGASYSTEMS INC | 1,000,000 | $121.0B | 9.34% | |
| 4 | CRMSALESFORCE COM INC | 470,000 | $118.1B | 9.11% | |
| 5 | SNAPSNAP INC | 3,875,000 | $101.2B | 7.81% | |
| 6 | BURLBURLINGTON STORES INC | 465,000 | $95.8B | 7.39% | |
| 7 | DRIDARDEN RESTAURANTS INC | 950,000 | $95.7B | 7.38% | |
| 8 | AMZNAMAZON COM INC | 25,500 | $80.3B | 6.20% | |
| 9 | EEFTEURONET WORLDWIDE INC | 803,491 | $73.2B | 5.65% | |
| 10 | TWLOTWILIO INC | 275,000 | $68.0B | 5.24% | |
| 11 | LOWLOWES COS INC | 300,000 | $49.8B | 3.84% | |
| 12 | HQYHEALTHEQUITY INC | 950,000 | $48.8B | 3.77% | |
| 13 | CRWDCROWDSTRIKE HLDGS INC | 350,000 | $48.1B | 3.71% | |
| 14 | EHTHEHEALTH INC | 500,000 | $39.5B | 3.05% | |
| 15 | PZZAPAPA JOHNS INTL INC | 400,000 | $32.9B | 2.54% | |
| 16 | —TALEND S A | 720,000 | $28.1B | 2.17% | |
| 17 | PRSPPERSPECTA INC | 900,000 | $17.5B | 1.35% | |
| 18 | DTDYNATRACE INC | 300,000 | $12.3B | 0.95% | |
| 19 | GDRXGOODRX HLDGS INC | 15,000 | $834.0M | 0.06% |