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 | $329.2M | 12.07% | +375.0K | 2026-06-30 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 570.0K | $272.2M | $235.8M | 8.64% | -155,000 | 2026-06-30 |
| 3 | FWONK | LIBERTY MEDIA CORP DEL | 2.35M | $223.6M | $223.3M | 8.18% | +325.0K | 2026-06-30 |
| 4 | HD | HOME DEPOT INC | 600.0K | $211.6M | $183.3M | 6.72% | +100.0K | 2026-06-30 |
| 5 | LRCX | LAM RESEARCH CORP | 400.0K | $173.3M | $108.3M | 3.97% | -- | 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 | $139.5M | 5.11% | +1.60M | 2026-06-30 |
| 8 | BURL | BURLINGTON STORES INC | 500.0K | $158.4M | $113.6M | 4.17% | -- | 2026-06-30 |
| 9 | SE | SEA LTD | 1.55M | $148.5M | $159.1M | 5.83% | +225.0K | 2026-06-30 |
| 10 | PLNT | PLANET FITNESS MASTER ISSUER | 2.77M | $144.8M | $141.0M | 5.17% | +250.0K | 2026-06-30 |
| 11 | MSFT | MICROSOFT CORP | 355.0K | $132.4M | $176.5M | 6.47% | +40.0K | 2026-06-30 |
| 12 | META | META PLATFORMS INC | 220.0K | $123.9M | $147.5M | 5.40% | +10.0K | 2026-06-30 |
| 13 | SMTC | SEMTECH CORP | 550.0K | $89.0M | $83.0M | 3.04% | -250,000 | 2026-06-30 |
| 14 | TWLO | TWILIO INC | 400.0K | $82.5M | $96.9M | 3.55% | -300,000 | 2026-06-30 |
| 15 | OKTA | OKTA INC | 600.0K | $81.9M | $114.3M | 4.19% | -- | 2026-06-30 |
| 16 | — | JFROG LTD | 875.0K | $79.5M | $79.5M | 2.91% | -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 | $41.3M | 1.51% | +850.0K | 2026-06-30 |
| 19 | NXST | NEXSTAR MEDIA GROUP INC | 250.0K | $44.6M | $42.2M | 1.55% | -- | 2026-06-30 |
| 20 | LUV | SOUTHWEST AIRLS CO | 650.0K | $33.4M | $25.5M | 0.94% | -- | 2026-06-30 |
| 21 | USFD | US FOODS HLDG CORP | 300.0K | $30.7M | $27.6M | 1.01% | -- | 2026-06-30 |
| 22 | RCAT | RED CAT HLDGS INC | 1.00M | $10.7M | $8.0M | 0.29% | -- | 2026-06-30 |
| 23 | SPCX | SPACE EXPLORATION TECHN CORP | 40.0K | $6.8M | $5.7M | 0.21% | -- | 2026-06-30 |
| 24 | SPCX | SPACE EXPLORATION TECHN CORP | 40.0K | $6.8M | $5.7M | 0.21% | -- | 2026-06-30 |
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