DCM

Dorsal Capital Management Portfolio holdings

AUM $2.85B
1-Year Est. Return 7.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$88.6M
2 +$87.1M
3 +$44.7M
4
BURL icon
Burlington
BURL
+$31.1M
5
MSFT icon
Microsoft
MSFT
+$29.8M

Top Sells

1 +$86.7M
2 +$67.5M
3 +$65.6M
4
AVGO icon
Broadcom
AVGO
+$64.7M
5
FLUT icon
Flutter Entertainment
FLUT
+$50.5M

Sector Composition

1 Consumer Discretionary 43.97%
2 Technology 33.37%
3 Communication Services 15.56%
4 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0