DCM
Dorsal Capital Management Portfolio holdings
AUM
$2.85B
1-Year Est. Return
7.88%
This Fund
S&P 500
1 Year Est. Return
+7.88%
AUM
$3.7B
AUM Growth
+$187M
(+5.3%)
Holding
27
Top Buys
| 1 | +$79M | |
| 2 | +$73.3M | |
| 3 | +$53M | |
| 4 |
Nutanix
NTNX
|
+$33M |
| 5 |
Zillow
Z
|
+$18.9M |
Top Sells
| 1 | +$73.6M | |
| 2 | +$38.6M | |
| 3 | +$36.7M | |
| 4 |
Flutter Entertainment
FLUT
|
+$36.6M |
| 5 |
Microsoft
MSFT
|
+$28.1M |
Sector Composition
| 1 | Consumer Discretionary | 42.84% |
| 2 | Technology | 34.66% |
| 3 | Communication Services | 17.28% |
| 4 | Consumer Staples | 5.23% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Uber
UBER
$156B
| – | – |
0
|
|
||
|
HNGE
27
Hinge Health
HNGE
$3.37B
| – | – |
-70,000
|
|