13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002168
Total Value
$3.13B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 3,000,000 | $309.9M | 9.92% |
| 2 | ACTIVISION BLIZZARD INC | 00507V109 | 3,250,000 | $278.2M | 8.90% |
| 3 | MERCADOLIBRE INC | MELI | 205,000 | $270.2M | 8.65% |
| 4 | WALMART INC | WMT | 1,250,000 | $184.3M | 5.90% |
| 5 | LIBERTY BROADBAND CORP | LBRDP | 2,130,000 | $174.0M | 5.57% |
| 6 | MICROSOFT CORP | MSFT | 600,000 | $173.0M | 5.54% |
| 7 | APPLE INC | AAPL | 1,000,000 | $164.9M | 5.28% |
| 8 | US FOODS HLDG CORP | USFD | 4,400,000 | $162.5M | 5.20% |
| 9 | MONGODB INC | MDB | 685,000 | $159.7M | 5.11% |
| 10 | AMAZON COM INC | AMZN | 1,200,000 | $123.9M | 3.97% |
| 11 | RESTAURANT BRANDS INTL INC | 76131D103 | 1,750,000 | $117.5M | 3.76% |
| 12 | FIVE BELOW INC | FIVE | 550,000 | $113.3M | 3.62% |
| 13 | SALESFORCE INC | CRM | 550,000 | $109.9M | 3.52% |
| 14 | META PLATFORMS INC | META | 400,000 | $84.8M | 2.71% |
| 15 | SMARTSHEET INC | 83200N103 | 1,750,000 | $83.7M | 2.68% |
| 16 | ZILLOW GROUP INC | Z | 1,670,000 | $74.3M | 2.38% |
| 17 | FIVE9 INC | FIVN | 950,000 | $68.7M | 2.20% |
| 18 | PLANET FITNESS INC | PLNT | 850,000 | $66.0M | 2.11% |
| 19 | LYFT INC | LYFT | 6,000,000 | $55.6M | 1.78% |
| 20 | BURLINGTON STORES INC | BURL | 275,000 | $55.6M | 1.78% |
| 21 | MERCADOLIBRE INC | MELI | 40,000 | $52.7M | 1.69% |
| 22 | DISNEY WALT CO | 254687106 | 500,000 | $50.1M | 1.60% |
| 23 | CARMAX INC | KMX | 700,000 | $45.0M | 1.44% |
| 24 | FRONTIER COMMUNICATIONS PARE | 35909D109 | 1,800,000 | $41.0M | 1.31% |
| 25 | TWILIO INC | TWLO | 500,000 | $33.3M | 1.07% |
| 26 | UNDER ARMOUR INC | UA | 3,700,000 | $31.6M | 1.01% |
| 27 | AMBARELLA INC | AMBA | 350,000 | $27.1M | 0.87% |
| 28 | UPSTART HLDGS INC | UPST | 400,000 | $6.4M | 0.20% |
| 29 | BEYOND MEAT INC | BYND | 300,000 | $4.9M | 0.16% |
| 30 | LUMINAR TECHNOLOGIES INC | LAZRQ | 500,000 | $3.2M | 0.10% |