13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-002981
Total Value
$2.90B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 2,080,000 | $403.5M | 13.91% |
| 2 | AMAZON COM INC | AMZN | 2,125,000 | $277.0M | 9.55% |
| 3 | META PLATFORMS INC | META | 810,000 | $232.5M | 8.01% |
| 4 | ACTIVISION BLIZZARD INC | 00507V109 | 2,700,000 | $227.6M | 7.85% |
| 5 | MERCADOLIBRE INC | MELI | 170,000 | $201.4M | 6.94% |
| 6 | US FOODS HLDG CORP | USFD | 4,552,000 | $200.3M | 6.90% |
| 7 | MICROSOFT CORP | MSFT | 550,000 | $187.3M | 6.46% |
| 8 | WALMART INC | WMT | 1,000,000 | $157.2M | 5.42% |
| 9 | RESTAURANT BRANDS INTL INC | 76131D103 | 1,800,000 | $139.5M | 4.81% |
| 10 | MONGODB INC | MDB | 290,000 | $119.2M | 4.11% |
| 11 | FIVE BELOW INC | FIVE | 530,000 | $104.2M | 3.59% |
| 12 | BURLINGTON STORES INC | BURL | 625,000 | $98.4M | 3.39% |
| 13 | PLANET FITNESS INC | PLNT | 1,250,000 | $84.3M | 2.91% |
| 14 | ZILLOW GROUP INC | Z | 1,525,000 | $76.6M | 2.64% |
| 15 | SALESFORCE INC | CRM | 350,000 | $73.9M | 2.55% |
| 16 | SMARTSHEET INC | 83200N103 | 1,800,000 | $68.9M | 2.37% |
| 17 | V F CORP | VFC | 3,200,000 | $61.1M | 2.11% |
| 18 | TWILIO INC | TWLO | 800,000 | $50.9M | 1.75% |
| 19 | LYFT INC | LYFT | 5,000,000 | $48.0M | 1.65% |
| 20 | LIBERTY BROADBAND CORP | LBRDP | 595,778 | $47.7M | 1.65% |
| 21 | FRONTIER COMMUNICATIONS PARE | 35909D109 | 1,800,000 | $33.6M | 1.16% |
| 22 | UNDER ARMOUR INC | UA | 1,200,000 | $8.1M | 0.28% |