$736 Million is the total value of Dorsal Capital Management, LP's 28 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALTR | New | ALTERA CORP | $67,374,000 | – | 1,900,000 | +100.0% | 9.15% | – |
| WDC | New | WESTERN DIGITAL CORP | $57,834,000 | – | 1,150,000 | +100.0% | 7.86% | – |
| AAPL | New | APPLE INC | $53,119,000 | – | 120,000 | +100.0% | 7.22% | – |
| GOOGL | New | GOOGLE INCcl a | $47,651,000 | – | 60,000 | +100.0% | 6.47% | – |
| PCLN | New | PRICELINE COM INC | $44,731,000 | – | 65,000 | +100.0% | 6.08% | – |
| LMCA | New | LIBERTY MEDIA CORP DELAWAREcl a | $41,861,000 | – | 375,000 | +100.0% | 5.69% | – |
| INFA | New | INFORMATICA CORP | $36,194,000 | – | 1,050,000 | +100.0% | 4.92% | – |
| FFIV | New | F5 NETWORKS INC | $35,632,000 | – | 400,000 | +100.0% | 4.84% | – |
| UTEK | New | ULTRATECH INC | $31,624,000 | – | 800,000 | +100.0% | 4.30% | – |
| PMCS | New | PMC-SIERRA INC | $29,876,000 | – | 4,400,000 | +100.0% | 4.06% | – |
| CAVM | New | CAVIUM INC | $29,108,000 | – | 750,000 | +100.0% | 3.95% | – |
| SNDK | New | SANDISK CORP | $28,854,000 | – | 525,000 | +100.0% | 3.92% | – |
| RVBD | New | RIVERBED TECHNOLOGY INC | $28,348,000 | – | 1,900,000 | +100.0% | 3.85% | – |
| EZCH | New | EZCHIP SEMICONDUCTOR LIMITEDord | $27,750,000 | – | 1,150,000 | +100.0% | 3.77% | – |
| SFLY | New | SHUTTERFLY INC | $25,398,000 | – | 575,000 | +100.0% | 3.45% | – |
| WDAY | New | WORKDAY INCcl a | $24,036,000 | – | 390,000 | +100.0% | 3.26% | – |
| YELP | New | YELP INCcl a | $20,154,000 | – | 850,000 | +100.0% | 2.74% | – |
| PANW | New | PALO ALTO NETWORKS INC | $19,810,000 | – | 350,000 | +100.0% | 2.69% | – |
| TSRA | New | TESSERA TECHNOLOGIES INC | $18,750,000 | – | 1,000,000 | +100.0% | 2.55% | – |
| NCMI | New | NATIONAL CINEMEDIA INC | $17,926,000 | – | 1,136,000 | +100.0% | 2.44% | – |
| LNKD | New | LINKEDIN CORP | $17,606,000 | – | 100,000 | +100.0% | 2.39% | – |
| ADSK | New | AUTODESK INC | $12,375,000 | – | 300,000 | +100.0% | 1.68% | – |
| BBRY | New | RESEARCH IN MOTION LTD | $7,223,000 | – | 500,000 | +100.0% | 0.98% | – |
| TSLA | New | TESLA MTRS INC | $6,252,000 | – | 165,000 | +100.0% | 0.85% | – |
| AWAY | New | HOMEAWAY INC | $4,063,000 | – | 125,000 | +100.0% | 0.55% | – |
| NTAP | New | NETAPP INC | $1,708,000 | – | 50,000 | +100.0% | 0.23% | – |
| New | ISHARES TRput | $836,000 | – | 7,500 | +100.0% | 0.11% | – | |
| New | ACME PACKET INCcall | $25,000 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2013-08-26
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 37 | Q3 2023 | 12.6% |
| META PLATFORMS INC | 25 | Q3 2023 | 12.0% |
| AMAZON.COM INC | 21 | Q3 2023 | 16.8% |
| LIBERTY BROADBAND CORP | 18 | Q2 2023 | 16.2% |
| ZILLOW GROUP INC - C | 18 | Q3 2023 | 10.6% |
| TABLEAU SOFTWARE INC-CL A | 18 | Q1 2019 | 7.1% |
| BURLINGTON STORES INC | 17 | Q3 2023 | 7.4% |
| PALO ALTO NETWORKS INC | 17 | Q2 2018 | 7.9% |
| WORKDAY INC-CLASS A | 17 | Q2 2021 | 5.7% |
| AMERICAN TOWER CORP NEW | 16 | Q4 2018 | 9.3% |
View Dorsal Capital Management, LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| INFOBLOX INC | September 22, 2016 | 1,280,000 | 2.3% |
View Dorsal Capital Management, LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Dorsal Capital Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.