$2.03 Billion is the total value of Dorsal Capital Management, LP's 26 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMT | AMERICAN TOWER CORP NEW | $89,169,000 | +4.4% | 625,000 | 0.0% | 4.40% | -0.9% | |
FWONA | LIBERTY MEDIA CORP DELAWARE | $18,487,000 | -10.3% | 565,000 | 0.0% | 0.91% | -14.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
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.