DCM
CAVM

Dorsal Capital Management’s Cavium, Inc. CAVM Stock Holding History

Dorsal Capital Management’s Portfolio CAVM Stock Details CAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-650,000
Closed -$26.8M – 31
2013
Q3 		$26.8M Sell
650,000
-125,000
-16% -$4.71M 5.07% 8
2013
Q2 		$27.4M Buy
+775,000
New +$25.9M 4.26% 8

Other funds holding CAVM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TI
Turner Investments Berwyn, Pennsylvania $134K AUM 49.03% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return

Dorsal Capital Management's CAVM Position: Q4 2013 in Review

Dorsal Capital Management sold out of Cavium, Inc. (CAVM) in Q4 2013, closing a stake of 650,000 shares — an estimated $26.8M sold.

Dorsal Capital Management first reported a position in CAVM in Q2 2013 and held it in 2 quarters. The position peaked at $27.4M in Q2 2013. 182 funds tracked by Wall St. Rank hold CAVM as of Q4 2013.

  • Dorsal Capital Management reported no remaining Cavium, Inc. position as of Q4 2013 after selling out during the quarter.
  • Dorsal Capital Management sold 650,000 Cavium, Inc. shares in Q4 2013, an estimated $26.8M.
  • Dorsal Capital Management first reported a position in Cavium, Inc. in Q2 2013 and held it in 2 quarters.
  • Dorsal Capital Management's Cavium, Inc. position peaked at $27.4M in Q2 2013.
  • 182 funds tracked by Wall St. Rank held Cavium, Inc. as of Q4 2013.

Based on Dorsal Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.