DORSAL CAPITAL MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 36
New Positions 4
Increased Positions 13
Decreased Positions 21
Positions with Activity 34
Sold Out Positions 8
Total Mkt Value (in $ millions) 561

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 1.49%
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 8.25%
Technology 79.29%
Transportation
Utilities

36 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MICROSOFT CORP COM 45,160 45,160 New 1,000,000
E M C CORP MASS COM 44,944 -11,236 (20) 1,600,000
LINKEDIN CORP COM CL A 34,491 -11,856 (25.58) 160,000
LAM RESEARCH CORP COM 32,273 -6,147 (16) 420,000
EQUINIX INC COM NEW 30,803 1,100 3.70 140,000
ALTERA CORP COM 30,558 -2,778 (8.33) 825,000
TABLEAU SOFTWARE INC CL A 28,112 9,638 52.17 350,000
PROOFPOINT INC COM 27,210 3,401 14.29 600,000
CROWN CASTLE INTL CORP NEW COM 26,415 New 350,000
PALO ALTO NETWORKS INC COM 26,244 -7,582 (22.41) 225,000
FACEBOOK INC CL A 24,274 18,673 333.33 325,000
ELLIE MAE INC COM 23,519 -6,585 (21.88) 625,000
QLIK TECHNOLOGIES INC COM 22,870 1,476 6.90 775,000
F5 NETWORKS INC COM 17,958 -10,903 (37.78) 140,000
CIENA CORP COM NEW 17,157 903 5.56 950,000
INFORMATICA CORP COM 16,866 -8,433 (33.33) 450,000
YAHOO INC COM 15,876 15,876 New 325,000
LOGMEIN INC COM 15,735 1,851 13.33 340,000
LIBERTY MEDIA CORP DELAWARE COM SER C 14,405 -1,675 (10.42) 430,000
WORKDAY INC CL A 12,225 3,549 40.91 155,000


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