DCM

Dorsal Capital Management Portfolio holdings

AUM $3.51B
1-Year Est. Return 31.46%
This Quarter Est. Return
1 Year Est. Return
+31.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$641M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$49.6M
2 +$38M
3 +$35.7M
4
ALTR
Altera Corp
ALTR
+$33M
5
AAPL icon
Apple
AAPL
+$29.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 37.07%
2 Communication Services 16.13%
3 Consumer Discretionary 10.92%
4 Energy 4.51%
5 Industrials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$12.8M 2%
+525,000
27
$10.7M 1.67%
+750,000
28
$8.71M 1.35%
+130,000
29
$4.71M 0.73%
+450,000
30
$659K 0.1%
+15,000
31
0
32
0