Universe · entity
Dorsal Capital Management, LP
Institutional manager (13F) · CIK 1547007
13F holdings · as of 2026-03-31 · top 25 · reported portfolio $2.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $245M | 725,000 |
| 2 | AMAZON COM INC | $198M | 950,001 |
| 3 | PLANET FITNESS MASTER ISSUER | $188M | 2,525,000 |
| 4 | LIBERTY MEDIA CORP DEL | $172M | 2,025,000 |
| 5 | HOME DEPOT INC | $164M | 500,000 |
| 6 | BURLINGTON STORES INC | $163M | 500,000 |
| 7 | COUPANG INC | $149M | 7,900,000 |
| 8 | META PLATFORMS INC | $120M | 210,000 |
| 9 | MICROSOFT CORP | $117M | 315,000 |
| 10 | SEA LTD | $110M | 1,325,000 |
| 11 | SHARKNINJA INC | $106M | 1,000,000 |
| 12 | SPOTIFY TECHNOLOGY S A | $102M | 210,000 |
| 13 | ZILLOW GROUP INC | $101M | 2,450,000 |
| 14 | TWILIO INC | $88M | 700,000 |
| 15 | AUTODESK INC | $84M | 350,000 |
| 16 | SEMTECH CORP | $62M | 800,000 |
| 17 | JFROG LTD | $54M | 1,150,000 |
| 18 | NUTANIX INC | $49M | 1,300,000 |
| 19 | NEXSTAR MEDIA GROUP INC | $45M | 250,000 |
| 20 | ECHOSTAR CORP | $41M | 350,000 |
| 21 | V F CORP | $41M | 2,400,000 |
| 22 | ADVANCE AUTO PARTS INC | $37M | 700,000 |
| 23 | WIX COM LTD | $32M | 350,000 |
| 24 | APPLOVIN CORP | $30M | 75,000 |
| 25 | STATE STR SPDR S&P 500 ETF T | $18M | 28,370 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.