Dorsal Capital Management, LLC Portfolio Holdings by Sector

Dorsal Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical SE CPNG AMZN 3 stocks	$702,470 20.71% of portfolio	-	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT NTNX 3 stocks	$610,680 18.01% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services Z META 2 stocks	$382,841 11.29% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ADSK DT MNDY APP 4 stocks	$354,509 10.45% of portfolio	2	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM QRVO 2 stocks	$349,423 10.3% of portfolio	1	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$241,335 7.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BURL 1 stocks	$203,600 6.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$193,465 5.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$192,465 5.68% of portfolio	-	1	-	-	0 Calls 0 Puts

Entertainment \| Communication Services NXST 1 stocks	$74,152 2.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology INOD 1 stocks	$43,241 1.28% of portfolio	1	-	1	-	0 Calls 1 Puts
Specialty Retail \| Consumer Cyclical AAP 1 stocks	$42,980 1.27% of portfolio	-	-	-	-	0 Calls 0 Puts

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