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| Name: |
DORSAL CAPITAL MANAGEMENT, LLC |
| City: |
REDWOOD CITY |
| State: |
CA |
| Zip: |
94065 |
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data |
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| Holdings
Found :
11 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
2 |
- |
$446.34 |
$309,229,000 |
735,000 |
10.29% |
-29,207,000 |
-165,000 |
0.01 |
Application Software |
|
|
FB |
Meta Platforms Inc |
3 |
- |
$499.49 |
$296,204,000 |
610,000 |
9.85% |
-68,375,000 |
-420,000 |
0.025 |
Internet Service Prov... |
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USFD |
Us Foods Holding Corp. |
4 |
- |
$53.14 |
$252,333,000 |
4,675,435 |
8.39% |
25,283,000 |
-324,565 |
1.892 |
N/A |
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CRM |
Salesforce.com Inc |
5 |
- |
$231.81 |
$225,885,000 |
750,000 |
7.51% |
15,373,000 |
-50,000 |
0.082 |
Internet Software & S... |
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Z |
Zillow Group Inc |
8 |
- |
$49.02 |
$141,462,000 |
2,900,000 |
4.71% |
-35,011,000 |
-150,000 |
1.342 |
Business Services |
|
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QSR |
Restaurant Brands Internati... |
9 |
- |
$68.87 |
$136,658,000 |
1,720,050 |
4.55% |
-58,667,000 |
-779,950 |
0.566 |
N/A |
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SMAR |
Smartsheet Inc |
10 |
- |
$41.24 |
$121,275,000 |
3,150,000 |
4.03% |
-32,945,000 |
-75,000 |
2.312 |
N/A |
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BURL |
Burlington Stores, Inc. |
11 |
- |
$233.82 |
$110,290,000 |
475,000 |
3.67% |
-11,260,000 |
-150,000 |
0.656 |
Discount, Variety Stores |
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MELI |
Mercadolibre Inc |
13 |
- |
$1,573.40 |
$105,837,000 |
70,000 |
3.52% |
-51,317,000 |
-30,000 |
0.14 |
Business Services |
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LYFT |
Lyft, Inc. |
17 |
- |
$13.78 |
$48,375,000 |
2,500,000 |
1.61% |
-17,581,000 |
-1,900,000 |
0.81 |
N/A |
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VFC |
VF Corp |
19 |
- |
$13.67 |
$38,350,000 |
2,500,000 |
1.28% |
-51,890,000 |
-2,300,000 |
0.636 |
Textile - Apparel Clo... |
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