DORSAL CAPITAL MANAGEMENT, LLC Information

203 REDWOOD SHORES PARKWAY, SUITE 650, REDWOOD CITY, California, 94065, (650) 610-1400

Report Date: 03/31/2015

Position Statistics

Total Positions 31
New Positions 5
Increased Positions 14
Decreased Positions 15
Positions with Activity 29
Sold Out Positions 6
Total Mkt Value (in $ millions) 661

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 19.79%
Technology 64.74%
Transportation
Utilities

31 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALTERA CORP COM 64,611 -2,393 (3.57) 1,350,000
YAHOO INC COM 45,549 19,521 75 1,050,000
FACEBOOK INC CL A 40,275 8,861 28.21 500,000
LAM RESEARCH CORP COM 39,264 18,599 90 475,000
TABLEAU SOFTWARE INC CL A 37,330 9,763 35.42 325,000
MICROSOFT CORP COM 34,517 -8,332 (19.44) 725,000
ELLIE MAE INC COM 34,502 3,137 10 550,000
E M C CORP MASS COM 33,363 8,007 31.58 1,250,000
TIME WARNER CABLE INC COM 32,125 32,125 New 175,000
QLIK TECHNOLOGIES INC COM 26,720 -921 (3.33) 725,000
WORKDAY INC CL A 26,650 10,250 62.50 325,000
IAC INTERACTIVECORP COM PAR $.001 24,317 24,317 New 320,000
EQUINIX INC COM PAR $0.001 24,301 -5,400 (18.18) 90,000
LIBERTY TRIPADVISOR HLDGS INC COM SER A 23,392 2,924 14.29 800,000
VEEVA SYS INC CL A COM 22,232 22,232 New 800,000
COMMSCOPE HLDG CO INC COM 19,316 6,181 47.06 625,000
PALO ALTO NETWORKS INC COM 19,278 -4,820 (20) 120,000
INFOBLOX INC COM 18,894 New 725,000
T MOBILE US INC COM 17,393 17,393 New 450,000
AMERICAN TOWER CORP NEW COM 16,653 16,653 New 175,000