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 CPNG SE SE 4 stocks	$774,234 19.53% of portfolio	3	1	-	-	1 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT PLTR 3 stocks	$590,005 14.88% of portfolio	2	1	-	-	0 Calls 1 Puts
Internet Content & Information \| Communication Services Z META 2 stocks	$416,171 10.5% of portfolio	1	1	-	-	0 Calls 0 Puts
ETFs \| ETFs QQQ 1 stocks	$383,422 9.67% of portfolio	1	-	1	-	0 Calls 1 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$375,630 9.48% of portfolio	1	-	1	-	0 Calls 1 Puts
Software—Application \| Technology DT HUBS ADSK 3 stocks	$307,519 7.76% of portfolio	3	-	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$236,109 5.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$197,740 4.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO TSM 2 stocks	$181,606 4.58% of portfolio	1	1	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BURL 1 stocks	$146,805 3.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$126,421 3.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical QSR 1 stocks	$110,806 2.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$90,285 2.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AAP 1 stocks	$27,664 0.7% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Dorsal Capital Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Dorsal Capital Management, LLC with notifications on news.