13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004736
Total Value
$3.23B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,975,000 | $368.0M | 11.41% |
| 2 | US FOODS HLDG CORP | USFD | 4,500,000 | $276.8M | 8.58% |
| 3 | PLANET FITNESS INC | PLNT | 2,950,000 | $239.6M | 7.43% |
| 4 | WIX COM LTD | WIX | 1,400,000 | $234.0M | 7.26% |
| 5 | META PLATFORMS INC | META | 400,000 | $229.0M | 7.10% |
| 6 | ZILLOW GROUP INC | Z | 3,200,000 | $204.3M | 6.33% |
| 7 | MICROSOFT CORP | MSFT | 425,000 | $182.9M | 5.67% |
| 8 | COUPANG INC | CPNG | 7,200,000 | $176.8M | 5.48% |
| 9 | FLUTTER ENTMT PLC | G3643J108 | 725,000 | $172.0M | 5.33% |
| 10 | HOME DEPOT INC | HD | 350,000 | $141.8M | 4.40% |
| 11 | RESTAURANT BRANDS INTL INC | 76131D103 | 1,900,000 | $137.0M | 4.25% |
| 12 | BROADCOM INC | AVGO | 750,000 | $129.4M | 4.01% |
| 13 | DYNATRACE INC | DT | 2,200,000 | $117.6M | 3.65% |
| 14 | AMPHENOL CORP NEW | 032095101 | 1,700,000 | $110.8M | 3.43% |
| 15 | BURLINGTON STORES INC | BURL | 400,000 | $105.4M | 3.27% |
| 16 | SEA LTD | SE | 1,000,000 | $94.3M | 2.92% |
| 17 | HUBSPOT INC | HUBS | 150,000 | $79.7M | 2.47% |
| 18 | PALANTIR TECHNOLOGIES INC | PLTR | 2,000,000 | $74.4M | 2.31% |
| 19 | LIBERTY MEDIA CORP DEL | FWONB | 900,000 | $69.7M | 2.16% |
| 20 | SEA LTD | SE | 500,000 | $47.1M | 1.46% |
| 21 | ADVANCE AUTO PARTS INC | AAP | 750,000 | $29.2M | 0.91% |
| 22 | AURORA INNOVATION INC | AUROW | 1,000,000 | $5.9M | 0.18% |