DORSAL CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 33
New Positions 5
Increased Positions 10
Decreased Positions 23
Positions with Activity 33
Sold Out Positions 7
Total Mkt Value (in $ millions) 534

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 1.07%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 12.56%
Technology 75.66%
Transportation
Utilities

33 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALTERA CORP COM 62,454 25,651 69.70 1,400,000
MICROSOFT CORP COM 42,840 -4,760 (10) 900,000
ELLIE MAE INC COM 30,500 -7,625 (20) 500,000
FACEBOOK INC CL A 30,248 5,041 20 390,000
EQUINIX INC COM PAR $0.001 28,290 -7,715 (21.43) 110,000
QLIK TECHNOLOGIES INC COM 26,168 -872 (3.23) 750,000
E M C CORP MASS COM 25,156 -17,212 (40.63) 950,000
LINKEDIN CORP COM CL A 24,979 -6,994 (21.88) 125,000
YAHOO INC COM 24,780 11,358 84.62 600,000
TABLEAU SOFTWARE INC CL A 23,345 -10,700 (31.43) 240,000
PROOFPOINT INC COM 22,202 -9,142 (29.17) 425,000
PALO ALTO NETWORKS INC COM 22,055 -11,027 (33.33) 150,000
CROWN CASTLE INTL CORP NEW COM 20,813 -7,754 (27.14) 255,000
LIBERTY TRIPADVISOR HLDGS INC COM SER A 20,244 20,244 New 700,000
LAM RESEARCH CORP COM 18,900 -12,852 (40.48) 250,000
WORKDAY INC CL A 18,014 4,053 29.03 200,000
INFORMATICA CORP COM 16,919 -4,834 (22.22) 350,000
INFOBLOX INC COM 16,711 9,796 141.67 725,000
LIBERTY MEDIA CORP DELAWARE COM SER C 16,065 -189 (1.16) 425,000
COMMSCOPE HLDG CO INC COM 12,448 12,448 New 425,000