Dorsal Capital Management, LP
27 holdingsFiling period: 2026-03-31Current AUM: $2.86Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 725.0K | $245.0M | $293.1M | 10.25% | -200,000 | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 950.0K | $197.9M | $258.0M | 9.03% | -- | 2026-03-31 |
| 3 | PLNT | PLANET FITNESS MASTER ISSUER | 2.52M | $187.8M | $141.2M | 4.94% | -225,000 | 2026-03-31 |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | 2.02M | $172.2M | $198.7M | 6.95% | +900.0K | 2026-03-31 |
| 5 | HD | HOME DEPOT INC | 500.0K | $164.4M | $166.0M | 5.81% | -- | 2026-03-31 |
| 6 | BURL | BURLINGTON STORES INC | 500.0K | $162.7M | $184.2M | 6.45% | +25.0K | 2026-03-31 |
| 7 | CPNG | COUPANG INC | 7.90M | $149.2M | $129.2M | 4.52% | +650.0K | 2026-03-31 |
| 8 | META | META PLATFORMS INC | 210.0K | $120.1M | $116.9M | 4.09% | -10,000 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 315.0K | $116.6M | $146.4M | 5.12% | -225,000 | 2026-03-31 |
| 10 | SE | SEA LTD | 1.32M | $109.7M | $141.4M | 4.95% | +250.0K | 2026-03-31 |
| 11 | — | SHARKNINJA INC | 1.00M | $105.9M | $105.9M | 3.71% | -- | 2026-03-31 |
| 12 | — | SPOTIFY TECHNOLOGY S A | 210.0K | $101.8M | $101.8M | 3.56% | -- | 2026-03-31 |
| 13 | Z | ZILLOW GROUP INC | 2.45M | $101.4M | $83.4M | 2.92% | -475,000 | 2026-03-31 |
| 14 | TWLO | TWILIO INC | 700.0K | $88.1M | $138.1M | 4.83% | +150.0K | 2026-03-31 |
| 15 | ADSK | AUTODESK INC | 350.0K | $83.8M | $82.0M | 2.87% | -50,000 | 2026-03-31 |
| 16 | SMTC | SEMTECH CORP | 800.0K | $61.5M | $94.3M | 3.30% | -- | 2026-03-31 |
| 17 | — | JFROG LTD | 1.15M | $54.0M | $54.0M | 1.89% | -- | 2026-03-31 |
| 18 | MRVL | MARVELL TECHNOLOGY INC | 500.0K | $49.5M | $93.8M | 3.28% | -- | 2026-03-31 |
| 19 | NTNX | NUTANIX INC | 1.30M | $49.4M | $76.7M | 2.68% | -300,000 | 2026-03-31 |
| 20 | NXST | NEXSTAR MEDIA GROUP INC | 250.0K | $45.2M | $47.6M | 1.67% | -75,000 | 2026-03-31 |
| 21 | SATS | ECHOSTAR CORP | 350.0K | $41.0M | $41.0M | 1.43% | -- | 2026-03-31 |
| 22 | VFC | V F CORP | 2.40M | $40.8M | $34.4M | 1.20% | -- | 2026-03-31 |
| 23 | AAP | ADVANCE AUTO PARTS INC | 700.0K | $36.9M | $38.9M | 1.36% | -- | 2026-03-31 |
| 24 | — | WIX COM LTD | 350.0K | $31.5M | $31.5M | 1.10% | -1,200,000 | 2026-03-31 |
| 25 | APP | APPLOVIN CORP | 75.0K | $29.9M | $29.7M | 1.04% | -25,000 | 2026-03-31 |
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