Dorsal Capital Management, LP Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$1.4T
Holdings
20
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 1,216,000 | $159.4B | 11.21% | |
| 2 | MSFTMICROSOFT CORP | 1,300,000 | $132.0B | 9.29% | |
| 3 | RCLROYAL CARIBBEAN CRUISES LTD | 506,250 | $110.0B | 7.74% | Call |
| 4 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 2,800,000 | $103.5B | 7.28% | |
| 5 | DATATABLEAU SOFTWARE INC | 850,000 | $102.0B | 7.17% | |
| 6 | LOWLOWES COS INC | 1,000,000 | $92.4B | 6.50% | |
| 7 | MLB1MERCADOLIBRE INC | 300,000 | $87.9B | 6.18% | |
| 8 | DXCDXC TECHNOLOGY CO | 1,650,000 | $87.7B | 6.17% | |
| 9 | TPDTEMPUR SEALY INTL INC | 935,000 | $79.7B | 5.60% | Call |
| 10 | AMTAMERICAN TOWER CORP NEW | 400,000 | $63.3B | 4.45% | |
| 11 | TLVGRUPO TELEVISA SA | 4,900,000 | $61.6B | 4.33% | |
| 12 | TIFEURTIFFANY & CO NEW | 700,000 | $56.4B | 3.96% | |
| 13 | PVHPVH CORP | 600,000 | $55.8B | 3.92% | |
| 14 | PRSPPERSPECTA INC | 3,150,000 | $54.2B | 3.81% | |
| 15 | —TALEND S A | 1,250,000 | $46.4B | 3.26% | |
| 16 | VIAVVIAVI SOLUTIONS INC | 3,900,000 | $39.2B | 2.76% | |
| 17 | ZEN1EURZENDESK INC | 650,000 | $37.9B | 2.67% | |
| 18 | NTNXNUTANIX INC | 900,000 | $37.4B | 2.63% | |
| 19 | AYAEURSTARS GROUP INC | 700,000 | $11.6B | 0.81% | |
| 20 | ESTCELASTIC N V | 50,000 | $3.6B | 0.25% |