Dorsal Capital Management, LLC Portfolio Holdings by Sector

Dorsal Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN SE CPNG SE 4 stocks	$784,151 26.19% of portfolio	2	2	-	-	1 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT NTNX PLTR 4 stocks	$505,224 16.87% of portfolio	2	2	1	-	0 Calls 1 Puts
Internet Content & Information \| Communication Services Z META 2 stocks	$367,607 12.28% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology ADSK DT MNDY APP 4 stocks	$344,728 11.51% of portfolio	3	1	2	-	0 Calls 0 Puts
Semiconductors \| Technology TSM AVGO 2 stocks	$242,180 8.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$222,203 7.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$188,197 6.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BURL 1 stocks	$166,831 5.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$146,596 4.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AAP 1 stocks	$23,526 0.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$3,365 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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