Dorsal Capital Management, LLC 13F Holdings
CIK 02814931 · REDWOOD CITY, CA
As of Sep 30, 2022, Dorsal Capital Management, LLC reported 22 positions worth
CIK 02814931 · REDWOOD CITY, CA
As of Sep 30, 2022, Dorsal Capital Management, LLC reported 22 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AMAZON.COM INC | AMZN | Equity | 1,800,000 | $203.4K | 12.66% |
| MICROSOFT CORP | MSFT | Technology | 775,000 | 80.5K | 11.23% |
| WALMART INC | WMT | Consumer Defensive | 1,000,000 | 29.7K | 8.07% |
| US FOODS HOLDING CORP | USFD | Consumer Defensive | 4,000,000 | 05.8K | 6.58% |
| BURLINGTON STORES INC | BURL | Consumer Cyclical | 925,000 | 03.5K | 6.44% |
| FIVE BELOW INC | FIVE | Consumer Cyclical | 750,000 | 03.3K | 6.43% |
| FIVE9 INC | FIVN | Technology | 1,285,000 | $96.3K | 6.00% |
| SMARTSHEET INC | SMAR | Technology | 2,675,000 | $91.9K | 5.72% |
| LIBERTY BROADBAND CORP | LBRDK | Communication Services | 1,200,000 | $88.6K | 5.51% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 100,000 | $82.8K | 5.15% |
| UNDER ARMOUR INC | UA | Consumer Cyclical | 12,500,000 | $74.5K | 4.64% |
| BILL HOLDINGS INC | BILL | Technology | 555,000 | $73.5K | 4.57% |
| APPLE INC | AAPL | Technology | 500,000 | $69.1K | 4.30% |
| SERVICENOW INC | NOW | Technology | 175,000 | $66.1K | 4.11% |
| DYNATRACE INC | DT | Technology | 1,350,000 | $47.0K | 2.92% |
| MONGODB INC | MDB | Technology | 200,000 | $39.7K | 2.47% |
| ZILLOW GROUP INC | Z | Communication Services | 1,030,000 | $29.5K | 1.83% |
| WALT DISNEY CO | DIS | Communication Services | 100,000 | $9.4K | 0.59% |
| BEYOND MEAT INC | BYND | Consumer Defensive | 350,000 | $5.0K | 0.31% |
| BURLINGTON STORES INC | — | — | 4,000,000 | $3.8K | 0.24% |
| CAMPING WORLD HOLDINGS INC | CWH | Consumer Cyclical | 74,792 | .9K | 0.12% |
| UPSTART HOLDINGS INC | UPST | Financial Services | 75,000 | .6K | 0.10% |