DORSAL CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 31
New Positions 4
Increased Positions 12
Decreased Positions 16
Positions with Activity 28
Sold Out Positions 3
Total Mkt Value (in $ millions) 585

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 5.4%
Consumer/Non-Cyclical
Energy
Financial 5.17%
Healthcare
Services 17.83%
Technology 71.6%
Transportation
Utilities

31 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
E M C CORP MASS COM 66,308 20,629 45.16 2,250,000
LAM RESEARCH CORP COM 44,720 -5,160 (10.35) 650,000
PRICELINE GRP INC COM NEW 39,892 9,973 33.33 32,000
EQUINIX INC COM NEW 38,716 2,151 5.88 180,000
QUALCOMM INC COM 32,760 753 2.35 435,000
F5 NETWORKS INC COM 30,287 -18,286 (37.65) 265,000
ISHARES TR CORE HIGH DV ETF 30,232 3,779 14.29 400,000
APPLE INC COM 27,546 -13,773 (33.33) 280,000
SHUTTERFLY INC COM 26,680 10,672 66.67 575,000
INFORMATICA CORP COM 24,552 -1,742 (6.63) 775,000
CROWN CASTLE INTL CORP COM 22,317 New 300,000
LINKEDIN CORP COM CL A 20,670 20,670 New 115,000
FACEBOOK INC CL A 20,270 -33,170 (62.07) 275,000
AUTODESK INC COM 19,415 -4,160 (17.65) 350,000
LIBERTY MEDIA CORP DELAWARE COM SER C 16,956 New 360,000
LOGMEIN INC COM 16,936 -3,176 (15.79) 400,000
QLIK TECHNOLOGIES INC COM 16,074 5,358 50 600,000
WORKDAY INC CL A 14,553 -809 (5.26) 180,000
YAHOO INC COM 14,272 14,272 New 400,000
TESSERA TECHNOLOGIES INC COM 13,704 -571 (4) 600,000