Dorsal Capital Management, LP Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$1.7T
Holdings
20
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRMSALESFORCE COM INC | 1,095,000 | $178.1B | 10.78% | |
| 2 | NFLXNETFLIX INC | 532,500 | $172.3B | 10.43% | Call |
| 3 | IWMISHARES TR | 700,000 | $116.0B | 7.02% | |
| 4 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 2,400,000 | $115.5B | 6.99% | |
| 5 | METAFACEBOOK INC | 559,000 | $114.7B | 6.95% | |
| 6 | ZZILLOW GROUP INC | 2,360,000 | $108.4B | 6.56% | |
| 7 | LOWLOWES COS INC | 812,000 | $97.2B | 5.89% | |
| 8 | MSFTMICROSOFT CORP | 615,000 | $97.0B | 5.87% | |
| 9 | MLB1MERCADOLIBRE INC | 164,000 | $93.8B | 5.68% | |
| 10 | PEGAPEGASYSTEMS INC | 1,150,000 | $91.6B | 5.55% | |
| 11 | BURLBURLINGTON STORES INC | 375,000 | $85.5B | 5.18% | |
| 12 | ATVIEURACTIVISION BLIZZARD INC | 1,000,000 | $59.4B | 3.60% | |
| 13 | PZZAPAPA JOHNS INTL INC | 800,000 | $50.5B | 3.06% | |
| 14 | PVHPVH CORP | 450,000 | $47.3B | 2.86% | |
| 15 | —TALEND S A | 1,200,000 | $46.9B | 2.84% | |
| 16 | PRSPPERSPECTA INC | 1,759,815 | $46.5B | 2.82% | |
| 17 | NDQINVESCO QQQ TR | 200,000 | $42.5B | 2.57% | Put |
| 18 | BOXBOX INC | 1,975,000 | $33.1B | 2.01% | |
| 19 | TWLOTWILIO INC | 325,000 | $31.9B | 1.93% | |
| 20 | TIFEURTIFFANY & CO NEW | 175,000 | $23.4B | 1.42% |