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 AMZN MELI CPNG 3 stocks	$617,347 22.02% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT WIX KKS.F 3 stocks	$450,378 16.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM SMAR DT HUBS 4 stocks	$403,519 14.39% of portfolio	2	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META Z 2 stocks	$350,539 12.5% of portfolio	1	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$246,357 8.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$213,940 7.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical QSR 1 stocks	$119,629 4.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$112,387 4.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BURL 1 stocks	$108,000 3.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AAP 1 stocks	$79,162 2.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$68,848 2.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC 1 stocks	$33,750 1.2% of portfolio	-	-	-	-	0 Calls 0 Puts

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