13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003454
Total Value
$2.90B
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,800,000 | $347.9M | 11.97% |
| 2 | US FOODS HLDG CORP | USFD | 4,650,000 | $246.4M | 8.48% |
| 3 | MICROSOFT CORP | MSFT | 545,000 | $243.6M | 8.39% |
| 4 | PLANET FITNESS INC | PLNT | 2,907,193 | $213.9M | 7.36% |
| 5 | WIX COM LTD | WIX | 1,300,000 | $206.8M | 7.12% |
| 6 | META PLATFORMS INC | META | 410,000 | $206.7M | 7.12% |
| 7 | SALESFORCE INC | CRM | 600,000 | $154.3M | 5.31% |
| 8 | ZILLOW GROUP INC | Z | 3,100,000 | $143.8M | 4.95% |
| 9 | MERCADOLIBRE INC | MELI | 87,500 | $143.8M | 4.95% |
| 10 | SMARTSHEET INC | 83200N103 | 2,875,000 | $126.7M | 4.36% |
| 11 | COUPANG INC | CPNG | 6,000,000 | $125.7M | 4.33% |
| 12 | RESTAURANT BRANDS INTL INC | 76131D103 | 1,700,000 | $119.6M | 4.12% |
| 13 | BROADCOM INC | AVGO | 70,000 | $112.4M | 3.87% |
| 14 | BURLINGTON STORES INC | BURL | 450,000 | $108.0M | 3.72% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 1,200,000 | $86.2M | 2.97% |
| 16 | ADVANCE AUTO PARTS INC | AAP | 1,250,000 | $79.2M | 2.73% |
| 17 | DYNATRACE INC | DT | 1,750,000 | $78.3M | 2.70% |
| 18 | HOME DEPOT INC | HD | 200,000 | $68.8M | 2.37% |
| 19 | HUBSPOT INC | HUBS | 75,000 | $44.2M | 1.52% |
| 20 | V F CORP | VFC | 2,500,000 | $33.8M | 1.16% |
| 21 | KASPI KZ JSC | 48581R205 | 115,500 | $14.9M | 0.51% |