Dorsal Capital Management’s Equinix EQIX Stock Holding History

Dorsal Capital Management’s Portfolio EQIX Stock Details EQIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-160,000	Closed	-$48.4M	–	26
2015 Q4	$48.4M	Buy	160,000 +10,000	+7%	+$2.92M	4.22%	11
2015 Q3	$41M	Sell	150,000 -30,000	-17%	-$8.22M	3.79%	11
2015 Q2	$45.7M	Buy	180,000 +90,000	+100%	+$23M	4.59%	8
2015 Q1	$21M	Sell	90,000 -20,000	-18%	-$4.53M	3.41%	14
2014 Q4	$24.9M	Sell	110,000 -30,000	-21%	-$6.49M	5.03%	7
2014 Q3	$29.7M	Buy	140,000 +5,000	+4%	+$1.07M	5.47%	5
2014 Q2	$28.4M	Sell	135,000 -45,000	-25%	-$8.67M	5.1%	6
2014 Q1	$33.3M	Buy	180,000 +10,000	+6%	+$1.84M	6.02%	5
2013 Q4	$30.2M	Buy	170,000 +70,000	+70%	+$11.6M	5.21%	8
2013 Q3	$18.4M	Buy	100,000 +30,000	+43%	+$5.43M	3.48%	15
2013 Q2	$12.9M	Buy	+70,000	New	+$14.6M	2.02%	25

Other funds holding EQIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return