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Dorsal Capital Management, LP 13F holdings

Filed 2026-08-14 · Dorsal Capital Management, LP · 24 positions · $2.8B

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TickerCompanySharesValue% of portfolio
AMZNAMAZON COM INC1.3M$315.8M11.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC570.0K$272.2M9.6%
FWONKLIBERTY MEDIA CORP DEL2.4M$223.6M7.9%
HDHOME DEPOT INC600.0K$211.6M7.5%
LRCXLAM RESEARCH CORP400.0K$173.3M6.1%
SPOTSPOTIFY TECHNOLOGY S A360.0K$165.3M5.9%
BURLBURLINGTON STORES INC500.0K$158.4M5.6%
SESEA LTD1.6M$148.5M5.3%
PLNTPLANET FITNESS MASTER ISSUER2.8M$144.8M5.1%
MSFTMICROSOFT CORP355.0K$132.4M4.7%
CPNGCOUPANG INC7.5M$130.3M4.6%
METAMETA PLATFORMS INC220.0K$123.9M4.4%
SMTCSEMTECH CORP550.0K$89.0M3.2%
TWLOTWILIO INC400.0K$82.5M2.9%
OKTAOKTA INC600.0K$81.9M2.9%
FROGJFROG LTD875.0K$79.5M2.8%
—SHARKNINJA INC500.0K$76.1M2.7%
VFCV F CORP3.2M$54.2M1.9%
NXSTNEXSTAR MEDIA GROUP INC250.0K$44.6M1.6%
CPNGCOUPANG INC2.0M$34.7M1.2%
LUVSOUTHWEST AIRLS CO650.0K$33.4M1.2%
USFDUS FOODS HLDG CORP300.0K$30.7M1.1%
RCATRED CAT HLDGS INC1.0M$10.7M0.4%
SPCXSPACE EXPLORATION TECHN CORP40.0K$6.8M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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