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Dorsal Capital Management, LLC Buys Amazon.com Inc, Five9 Inc, Anaplan Inc, Sells Meta Platforms Inc, Workday Inc, Burlington Stores Inc

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Nov 16, 2021
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Redwood City, CA, based Investment company Dorsal Capital Management, LLC (Current Portfolio) buys Amazon.com Inc, Five9 Inc, Anaplan Inc, Domo Inc, Kohl's Corp, sells Meta Platforms Inc, Workday Inc, Burlington Stores Inc, Costco Wholesale Corp, Microsoft Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Dorsal Capital Management, LLC. As of 2021Q3, Dorsal Capital Management, LLC owns 22 stocks with a total value of $2 billion. These are the details of the buys and sells.

For the details of Dorsal Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/dorsal+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Dorsal Capital Management, LLC
  1. Liberty Broadband Corp (LBRDK) - 1,825,000 shares, 15.41% of the total portfolio. Shares added by 4.29%
  2. Snap Inc (SNAP) - 2,575,000 shares, 9.30% of the total portfolio.
  3. Alphabet Inc (GOOGL) - 71,000 shares, 9.28% of the total portfolio. Shares reduced by 4.05%
  4. Microsoft Corp (MSFT) - 550,000 shares, 7.58% of the total portfolio. Shares reduced by 21.43%
  5. Zillow Group Inc (Z) - 1,475,000 shares, 6.35% of the total portfolio. Shares added by 55.26%
New Purchase: Amazon.com Inc (AMZN)

Dorsal Capital Management, LLC initiated holding in Amazon.com Inc. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3542.300000. The impact to a portfolio due to this purchase was 4.42%. The holding were 27,500 shares as of 2021-09-30.

New Purchase: Five9 Inc (FIVN)

Dorsal Capital Management, LLC initiated holding in Five9 Inc. The purchase prices were between $158.23 and $209.7, with an estimated average price of $182.37. The stock is now traded at around $167.520000. The impact to a portfolio due to this purchase was 3.12%. The holding were 400,000 shares as of 2021-09-30.

New Purchase: Anaplan Inc (PLAN)

Dorsal Capital Management, LLC initiated holding in Anaplan Inc. The purchase prices were between $52.62 and $67.96, with an estimated average price of $59.58. The stock is now traded at around $61.050000. The impact to a portfolio due to this purchase was 2.98%. The holding were 1,000,000 shares as of 2021-09-30.

New Purchase: Domo Inc (DOMO)

Dorsal Capital Management, LLC initiated holding in Domo Inc. The purchase prices were between $75.68 and $97.7, with an estimated average price of $85.5. The stock is now traded at around $87.460000. The impact to a portfolio due to this purchase was 2.68%. The holding were 650,000 shares as of 2021-09-30.

New Purchase: Weber Inc (WEBR)

Dorsal Capital Management, LLC initiated holding in Weber Inc. The purchase prices were between $13.92 and $19.55, with an estimated average price of $16.07. The stock is now traded at around $14.500000. The impact to a portfolio due to this purchase was 0.13%. The holding were 150,000 shares as of 2021-09-30.

Added: Kohl's Corp (KSS)

Dorsal Capital Management, LLC added to a holding in Kohl's Corp by 150.00%. The purchase prices were between $47.09 and $60.18, with an estimated average price of $53.5. The stock is now traded at around $58.150000. The impact to a portfolio due to this purchase was 2.42%. The holding were 1,750,000 shares as of 2021-09-30.

Added: Zillow Group Inc (Z)

Dorsal Capital Management, LLC added to a holding in Zillow Group Inc by 55.26%. The purchase prices were between $85.66 and $120.6, with an estimated average price of $101.34. The stock is now traded at around $62.520500. The impact to a portfolio due to this purchase was 2.26%. The holding were 1,475,000 shares as of 2021-09-30.

Added: Electronic Arts Inc (EA)

Dorsal Capital Management, LLC added to a holding in Electronic Arts Inc by 150.00%. The purchase prices were between $126.4 and $146.6, with an estimated average price of $140.49. The stock is now traded at around $139.320000. The impact to a portfolio due to this purchase was 1.04%. The holding were 250,000 shares as of 2021-09-30.

Added: US Foods Holding Corp (USFD)

Dorsal Capital Management, LLC added to a holding in US Foods Holding Corp by 21.05%. The purchase prices were between $31.5 and $38.04, with an estimated average price of $34.34. The stock is now traded at around $34.420000. The impact to a portfolio due to this purchase was 1.02%. The holding were 3,450,000 shares as of 2021-09-30.

Sold Out: Meta Platforms Inc (FB)

Dorsal Capital Management, LLC sold out a holding in Meta Platforms Inc. The sale prices were between $336.95 and $382.18, with an estimated average price of $360.33.

Sold Out: Workday Inc (WDAY)

Dorsal Capital Management, LLC sold out a holding in Workday Inc. The sale prices were between $226.15 and $277.74, with an estimated average price of $247.92.

Sold Out: Burlington Stores Inc (BURL)

Dorsal Capital Management, LLC sold out a holding in Burlington Stores Inc. The sale prices were between $283.57 and $352.64, with an estimated average price of $319.52.

Sold Out: Darden Restaurants Inc (DRI)

Dorsal Capital Management, LLC sold out a holding in Darden Restaurants Inc. The sale prices were between $134.82 and $159.81, with an estimated average price of $147.01.

Sold Out: (TLND)

Dorsal Capital Management, LLC sold out a holding in . The sale prices were between $65.47 and $65.96, with an estimated average price of $65.75.

Sold Out: Lordstown Motors Corp (RIDE)

Dorsal Capital Management, LLC sold out a holding in Lordstown Motors Corp. The sale prices were between $4.77 and $10.35, with an estimated average price of $6.95.



Here is the complete portfolio of Dorsal Capital Management, LLC. Also check out:

1. Dorsal Capital Management, LLC's Undervalued Stocks
2. Dorsal Capital Management, LLC's Top Growth Companies, and
3. Dorsal Capital Management, LLC's High Yield stocks
4. Stocks that Dorsal Capital Management, LLC keeps buying
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