13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-000888
Total Value
$1.68B
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LIBERTY BROADBAND CORP | LBRDP | 2,500,000 | $190.7M | 11.32% |
| 2 | MICROSOFT CORP | MSFT | 775,000 | $185.9M | 11.04% |
| 3 | MERCADOLIBRE INC | MELI | 172,000 | $145.6M | 8.64% |
| 4 | US FOODS HLDG CORP | USFD | 4,250,000 | $144.6M | 8.58% |
| 5 | WALMART INC | WMT | 800,000 | $113.4M | 6.74% |
| 6 | SERVICENOW INC | NOW | 275,000 | $106.8M | 6.34% |
| 7 | FIVE BELOW INC | FIVE | 600,000 | $106.1M | 6.30% |
| 8 | SMARTSHEET INC | 83200N103 | 2,663,689 | $104.8M | 6.23% |
| 9 | APPLE INC | AAPL | 700,000 | $91.0M | 5.40% |
| 10 | UNDER ARMOUR INC | UA | 10,000,000 | $89.2M | 5.30% |
| 11 | MONGODB INC | MDB | 400,000 | $78.7M | 4.67% |
| 12 | BURLINGTON STORES INC | BURL | 350,000 | $71.0M | 4.21% |
| 13 | DISNEY WALT CO | 254687106 | 800,000 | $69.5M | 4.13% |
| 14 | ZILLOW GROUP INC | Z | 1,750,000 | $56.4M | 3.35% |
| 15 | RESTAURANT BRANDS INTL INC | 76131D103 | 750,000 | $48.5M | 2.88% |
| 16 | AMBARELLA INC | AMBA | 360,000 | $29.6M | 1.76% |
| 17 | AMAZON COM INC | AMZN | 225,000 | $18.9M | 1.12% |
| 18 | FIVE9 INC | FIVN | 250,000 | $17.0M | 1.01% |
| 19 | FRONTIER COMMUNICATIONS PARE | 35909D109 | 435,338 | $11.1M | 0.66% |
| 20 | BURLINGTON STORES INC | BURL | 4,000,000 | $4.6M | 0.27% |
| 21 | UPSTART HLDGS INC | UPST | 75,000 | $991,500 | 0.06% |