$558 Million is the total value of Dorsal Capital Management, LP's 30 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMCC | Exit | APPLIED MICRO CIRCUITS CORP | $0 | – | -700,000 | -100.0% | -1.62% | – |
| NCMI | Exit | NATIONAL CINEMEDIA INC | $0 | – | -533,000 | -100.0% | -1.84% | – |
| VMW | Exit | VMWARE INC | $0 | – | -225,000 | -100.0% | -3.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 40 | Q2 2024 | 12.6% |
| META PLATFORMS INC | 28 | Q2 2024 | 12.0% |
| AMAZON.COM INC | 24 | Q2 2024 | 16.8% |
| ZILLOW GROUP INC - C | 21 | Q2 2024 | 10.6% |
| BURLINGTON STORES INC | 20 | Q2 2024 | 7.4% |
| LIBERTY BROADBAND CORP | 18 | Q2 2023 | 16.2% |
| MERCADOLIBRE INC | 18 | Q2 2024 | 9.3% |
| TABLEAU SOFTWARE INC-CL A | 18 | Q1 2019 | 7.1% |
| PALO ALTO NETWORKS INC | 17 | Q2 2018 | 7.9% |
| WORKDAY INC-CLASS A | 17 | Q2 2021 | 5.7% |
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 |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 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 |
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.