DCM

Dorsal Capital Management Portfolio holdings

AUM $3.7B
1-Year Est. Return 27.04%
This Quarter Est. Return
1 Year Est. Return
+27.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$156M
3
+$134M
4
MELI icon
Mercado Libre
MELI
+$59.5M
5
ZEN
ZENDESK INC
ZEN
+$54.1M

Top Sells

1
+$122M
2
+$85.2M
3
+$72.9M
4
PLAN
Anaplan, Inc.
PLAN
+$64.9M
5
TWLO icon
Twilio
TWLO
+$60.6M

Sector Composition

1 Consumer Discretionary 32.19%
2 Technology 29.55%
3 Communication Services 23.26%
4 Consumer Staples 13.04%
5 Financials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-200,000
27
– –
-150,000
1
2