$499 Million is the total value of Dorsal Capital Management, LP's 29 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CCI | New | CROWN CASTLE INTL CORP NEW | $20,069,000 | – | 255,000 | +100.0% | 4.02% | – |
LTRPA | New | LIBERTY TRIPADVISOR HLDGS IN | $18,830,000 | – | 700,000 | +100.0% | 3.77% | – |
PMCS | New | PMC-SIERRA INC | $13,282,000 | – | 1,450,000 | +100.0% | 2.66% | – |
COMM | New | COMMSCOPE HLDG CO INC | $9,703,000 | – | 425,000 | +100.0% | 1.94% | – |
NEWR | New | NEW RELIC INC | $697,000 | – | 20,000 | +100.0% | 0.14% | – |
New | ISHARES TRput | $552,000 | – | 6,000 | +100.0% | 0.11% | – | |
HDP | New | HORTONWORKS INC | $540,000 | – | 20,000 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-17
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 | 2024-05-15 |
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 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
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.