13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002413
Total Value
$3.06B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 2,276,512 | $410.6M | 13.41% |
| 2 | MICROSOFT CORP | MSFT | 735,000 | $309.2M | 10.09% |
| 3 | META PLATFORMS INC | META | 610,000 | $296.2M | 9.67% |
| 4 | US FOODS HLDG CORP | USFD | 4,675,435 | $252.3M | 8.24% |
| 5 | SALESFORCE INC | CRM | 750,000 | $225.9M | 7.37% |
| 6 | PLANET FITNESS INC | PLNT | 2,700,000 | $169.1M | 5.52% |
| 7 | WIX COM LTD | WIX | 1,050,000 | $144.4M | 4.71% |
| 8 | ZILLOW GROUP INC | Z | 2,900,000 | $141.5M | 4.62% |
| 9 | RESTAURANT BRANDS INTL INC | 76131D103 | 1,720,050 | $136.7M | 4.46% |
| 10 | SMARTSHEET INC | 83200N103 | 3,150,000 | $121.3M | 3.96% |
| 11 | BURLINGTON STORES INC | BURL | 475,000 | $110.3M | 3.60% |
| 12 | FIVE BELOW INC | FIVE | 600,000 | $108.8M | 3.55% |
| 13 | MERCADOLIBRE INC | MELI | 70,000 | $105.8M | 3.46% |
| 14 | COUPANG INC | CPNG | 4,750,000 | $84.5M | 2.76% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 1,250,000 | $82.0M | 2.68% |
| 16 | EPAM SYS INC | EPAM | 275,000 | $75.9M | 2.48% |
| 17 | LYFT INC | LYFT | 2,500,000 | $48.4M | 1.58% |
| 18 | ZILLOW GROUP INC | Z | 960,000 | $46.8M | 1.53% |
| 19 | ADVANCE AUTO PARTS INC | AAP | 481,336 | $41.0M | 1.34% |
| 20 | V F CORP | VFC | 2,500,000 | $38.4M | 1.25% |
| 21 | DYNATRACE INC | DT | 800,000 | $37.2M | 1.21% |
| 22 | CROCS INC | CROX | 200,000 | $28.8M | 0.94% |
| 23 | POOL CORP | POOL | 50,000 | $20.2M | 0.66% |
| 24 | KASPI KZ JSC | 48581R205 | 115,500 | $14.9M | 0.49% |
| 25 | AMAZON COM INC | AMZN | 55,000 | $9.9M | 0.32% |
| 26 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 302,502 | $3.4M | 0.11% |