Dorsal Capital Management’s INFORMATICA CORP INFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-350,000	Closed	-$13.3M	–	36
2014 Q4	$13.3M	Sell	350,000 -100,000	-22%	-$3.59M	2.67%	19
2014 Q3	$15.4M	Sell	450,000 -225,000	-33%	-$7.48M	2.76%	18
2014 Q2	$24.1M	Sell	675,000 -100,000	-13%	-$3.68M	4.24%	11
2014 Q1	$29.3M	Sell	775,000 -55,000	-7%	-$2.22M	5.24%	6
2013 Q4	$34.4M	Buy	830,000 +80,000	+11%	+$3.12M	5.95%	4
2013 Q3	$29.2M	Sell	750,000 -100,000	-12%	-$3.79M	5.54%	7
2013 Q2	$29.7M	Buy	+850,000	New	+$29.3M	4.62%	6

Other funds holding INFA

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BFA

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

BIT

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Dorsal Capital Management's INFA Position: Q1 2015 in Review

Dorsal Capital Management sold out of INFORMATICA CORP (INFA) in Q1 2015, closing a stake of 350,000 shares — an estimated $13.3M sold.

Dorsal Capital Management first reported a position in INFA in Q2 2013 and held it in 7 quarters. The position peaked at $34.4M in Q4 2013. 275 funds tracked by Wall St. Rank hold INFA as of Q1 2015.

Dorsal Capital Management reported no remaining INFORMATICA CORP position as of Q1 2015 after selling out during the quarter.
Dorsal Capital Management sold 350,000 INFORMATICA CORP shares in Q1 2015, an estimated $13.3M.
Dorsal Capital Management first reported a position in INFORMATICA CORP in Q2 2013 and held it in 7 quarters.
Dorsal Capital Management's INFORMATICA CORP position peaked at $34.4M in Q4 2013.
275 funds tracked by Wall St. Rank held INFORMATICA CORP as of Q1 2015.

Based on Dorsal Capital Management's 13F filing for Q1 2015, filed 15 May 2015.