Dorsal Capital Management, LP Q4 2020 Filing
Filed February 17, 2021
Portfolio Value
$1.7T
Holdings
19
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 755,000 | $167.9B | 9.72% | |
| 2 | SNAPSNAP INC | 3,250,000 | $162.7B | 9.41% | |
| 3 | EEFTEURONET WORLDWIDE INC | 1,072,500 | $155.4B | 8.99% | |
| 4 | GOOGLALPHABET INC | 80,000 | $140.2B | 8.11% | |
| 5 | LBRDKLIBERTY BROADBAND CORP | 800,000 | $126.7B | 7.33% | |
| 6 | ZZILLOW GROUP INC | 940,000 | $122.0B | 7.06% | |
| 7 | DRIDARDEN RESTAURANTS INC | 890,000 | $106.0B | 6.13% | |
| 8 | TWLOTWILIO INC | 275,000 | $93.1B | 5.39% | |
| 9 | DTDYNATRACE INC | 1,900,000 | $82.2B | 4.76% | |
| 10 | BURLBURLINGTON STORES INC | 300,000 | $78.5B | 4.54% | |
| 11 | PEGAPEGASYSTEMS INC | 575,000 | $76.6B | 4.43% | |
| 12 | DLTRDOLLAR TREE INC | 700,000 | $75.6B | 4.38% | |
| 13 | UBERUBER TECHNOLOGIES INC | 1,400,000 | $71.4B | 4.13% | |
| 14 | HQYHEALTHEQUITY INC | 1,000,000 | $69.7B | 4.03% | |
| 15 | PLNTPLANET FITNESS INC | 825,000 | $64.0B | 3.71% | |
| 16 | CRWDCROWDSTRIKE HLDGS INC | 275,000 | $58.3B | 3.37% | |
| 17 | —TALEND S A | 800,000 | $30.7B | 1.77% | |
| 18 | LOWLOWES COS INC | 175,000 | $28.1B | 1.63% | |
| 19 | PRSPPERSPECTA INC | 800,000 | $19.3B | 1.11% |