13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003864
Total Value
$2.93B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,025,000 | $307.7M | 10.51% |
| 2 | AMAZON COM INC | AMZN | 2,275,000 | $289.2M | 9.88% |
| 3 | MICROSOFT CORP | MSFT | 910,000 | $287.3M | 9.81% |
| 4 | US FOODS HLDG CORP | USFD | 4,900,000 | $194.5M | 6.64% |
| 5 | RESTAURANT BRANDS INTL INC | 76131D103 | 2,600,000 | $173.2M | 5.92% |
| 6 | ACTIVISION BLIZZARD INC | 00507V109 | 1,764,455 | $165.2M | 5.64% |
| 7 | SALESFORCE INC | CRM | 800,000 | $162.2M | 5.54% |
| 8 | ZILLOW GROUP INC | Z | 3,300,000 | $152.3M | 5.20% |
| 9 | WALMART INC | WMT | 900,000 | $143.9M | 4.92% |
| 10 | MERCADOLIBRE INC | MELI | 105,000 | $133.1M | 4.55% |
| 11 | SMARTSHEET INC | 83200N103 | 3,100,000 | $125.4M | 4.28% |
| 12 | FIVE BELOW INC | FIVE | 750,000 | $120.7M | 4.12% |
| 13 | INVESCO QQQ TR | IVZ | 300,000 | $107.5M | 3.67% |
| 14 | BURLINGTON STORES INC | BURL | 725,000 | $98.1M | 3.35% |
| 15 | V F CORP | VFC | 5,150,000 | $91.0M | 3.11% |
| 16 | EPAM SYS INC | EPAM | 325,000 | $83.1M | 2.84% |
| 17 | MONGODB INC | MDB | 200,000 | $69.2M | 2.36% |
| 18 | TWILIO INC | TWLO | 1,100,000 | $64.4M | 2.20% |
| 19 | LYFT INC | LYFT | 5,600,000 | $59.0M | 2.02% |
| 20 | FRONTIER COMMUNICATIONS PARE | 35909D109 | 2,000,000 | $31.3M | 1.07% |
| 21 | UNDER ARMOUR INC | UA | 3,000,000 | $19.1M | 0.65% |
| 22 | POOL CORP | POOL | 50,000 | $17.8M | 0.61% |
| 23 | CROCS INC | CROX | 200,000 | $17.6M | 0.60% |
| 24 | PALANTIR TECHNOLOGIES INC | PLTR | 500,000 | $8.0M | 0.27% |
| 25 | SYSCO CORP | SYY | 100,000 | $6.6M | 0.23% |