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 30
New Positions 4
Increased Positions 12
Decreased Positions 16
Positions with Activity 28
Sold Out Positions 3
Total Mkt Value (in $ millions) 572

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 5.7%
Consumer/Non-Cyclical
Energy
Financial 5.3%
Healthcare
Services 17.88%
Technology 71.12%
Transportation
Utilities

30 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 60,120 18,704 45.16 2,250,000
LAM RESEARCH CORP COM 46,209 -5,332 (10.35) 650,000
PRICELINE GRP INC COM NEW 38,916 9,729 33.33 32,000
EQUINIX INC COM NEW 38,072 2,115 5.88 180,000
QUALCOMM INC COM 34,987 804 2.35 435,000
ISHARES TR CORE HIGH DV ETF 30,304 3,788 14.29 400,000
F5 NETWORKS INC COM 29,492 -17,806 (37.65) 265,000
SHUTTERFLY INC COM 27,428 10,971 66.67 575,000
INFORMATICA CORP COM 26,683 -1,894 (6.63) 775,000
APPLE INC COM 26,610 -13,305 (33.33) 280,000
LIBERTY MEDIA CORP DELAWARE CL A 24,847 New 180,000
CROWN CASTLE INTL CORP COM 22,347 New 300,000
AUTODESK INC COM 19,402 -4,158 (17.65) 350,000
LINKEDIN CORP COM CL A 17,976 17,976 New 115,000
FACEBOOK INC CL A 17,840 -29,193 (62.07) 275,000
LOGMEIN INC COM 15,980 -2,996 (15.79) 400,000
WORKDAY INC CL A 14,503 -806 (5.26) 180,000
YAHOO INC COM 13,972 13,972 New 400,000
TESSERA TECHNOLOGIES INC COM 13,224 -551 (4) 600,000
QLIK TECHNOLOGIES INC COM 12,798 4,266 50 600,000


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