Dorsal Capital Management, LP
24 holdingsFiling period: 2026-06-30Current AUM: $2.73Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 1.33M | $315.8M | $335.4M | 12.30% | +375.0K | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Manufac | 570.0K | $272.2M | $249.0M | 9.13% | -155,000 | 2026-06-30 |
| 3 | FWONK | Liberty Media Corp Del | 2.35M | $223.6M | $208.6M | 7.65% | +325.0K | 2026-06-30 |
| 4 | HD | Home Depot Inc | 600.0K | $211.6M | $191.1M | 7.01% | +100.0K | 2026-06-30 |
| 5 | LRCX | Lam Research Corp | 400.0K | $173.3M | $96.3M | 3.53% | -- | 2026-06-30 |
| 6 | — | Spotify Technology S A | 360.0K | $165.3M | $165.3M | 6.06% | +150.0K | 2026-06-30 |
| 7 | CPNG | Coupang Inc | 9.50M | $165.0M | $132.1M | 4.85% | +1.60M | 2026-06-30 |
| 8 | BURL | Burlington Stores Inc | 500.0K | $158.4M | $117.6M | 4.31% | -- | 2026-06-30 |
| 9 | SE | Sea Ltd | 1.55M | $148.5M | $115.8M | 4.25% | +225.0K | 2026-06-30 |
| 10 | PLNT | Planet Fitness Master Issuer | 2.77M | $144.8M | $145.0M | 5.32% | +250.0K | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 355.0K | $132.4M | $188.6M | 6.92% | +40.0K | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 220.0K | $123.9M | $136.4M | 5.00% | +10.0K | 2026-06-30 |
| 13 | SMTC | Semtech Corp | 550.0K | $89.0M | $79.4M | 2.91% | -250,000 | 2026-06-30 |
| 14 | TWLO | Twilio Inc | 400.0K | $82.5M | $101.8M | 3.73% | -300,000 | 2026-06-30 |
| 15 | OKTA | Okta Inc | 600.0K | $81.9M | $135.6M | 4.97% | -- | 2026-06-30 |
| 16 | — | Jfrog Ltd | 875.0K | $79.5M | $79.5M | 2.92% | -275,000 | 2026-06-30 |
| 17 | — | Sharkninja Inc | 500.0K | $76.1M | $76.1M | 2.79% | -500,000 | 2026-06-30 |
| 18 | VFC | V F Corp | 3.25M | $54.2M | $55.3M | 2.03% | +850.0K | 2026-06-30 |
| 19 | NXST | Nexstar Media Group Inc | 250.0K | $44.6M | $41.6M | 1.52% | -- | 2026-06-30 |
| 20 | LUV | Southwest Airls Co | 650.0K | $33.4M | $28.2M | 1.04% | -- | 2026-06-30 |
| 21 | USFD | US Foods Hldg Corp | 300.0K | $30.7M | $30.8M | 1.13% | -- | 2026-06-30 |
| 22 | RCAT | Red Cat Hldgs Inc | 1.00M | $10.7M | $4.9M | 0.18% | -- | 2026-06-30 |
| 23 | SPCX | Space Exploration Techn Corp | 40.0K | $6.8M | $5.9M | 0.22% | -- | 2026-06-30 |
| 24 | SPCX | Space Exploration Techn Corp | 40.0K | $6.8M | $5.9M | 0.22% | -- | 2026-06-30 |
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