13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000861
Total Value
$4.23B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,775,000 | $389.4M | 9.20% |
| 2 | INVESCO QQQ TR | IVZ | 750,000 | $383.4M | 9.06% |
| 3 | APPLE INC | AAPL | 1,500,000 | $375.6M | 8.88% |
| 4 | WIX COM LTD | WIX | 1,425,000 | $305.7M | 7.22% |
| 5 | ZILLOW GROUP INC | Z | 3,350,000 | $248.1M | 5.86% |
| 6 | US FOODS HLDG CORP | USFD | 3,500,000 | $236.1M | 5.58% |
| 7 | MICROSOFT CORP | MSFT | 495,000 | $208.6M | 4.93% |
| 8 | PLANET FITNESS INC | PLNT | 2,000,000 | $197.7M | 4.67% |
| 9 | META PLATFORMS INC | META | 285,000 | $166.9M | 3.94% |
| 10 | COUPANG INC | CPNG | 7,250,000 | $159.4M | 3.77% |
| 11 | SEA LTD | SE | 1,425,000 | $151.2M | 3.57% |
| 12 | BURLINGTON STORES INC | BURL | 515,000 | $146.8M | 3.47% |
| 13 | FLUTTER ENTMT PLC | G3643J108 | 525,000 | $135.7M | 3.21% |
| 14 | HOME DEPOT INC | HD | 325,000 | $126.4M | 2.99% |
| 15 | DYNATRACE INC | DT | 2,250,000 | $122.3M | 2.89% |
| 16 | HUBSPOT INC | HUBS | 160,000 | $111.5M | 2.63% |
| 17 | RESTAURANT BRANDS INTL INC | 76131D103 | 1,700,000 | $110.8M | 2.62% |
| 18 | LIBERTY MEDIA CORP DEL | FWONB | 1,100,000 | $101.9M | 2.41% |
| 19 | BROADCOM INC | AVGO | 400,000 | $92.7M | 2.19% |
| 20 | AMPHENOL CORP NEW | 032095101 | 1,300,000 | $90.3M | 2.13% |
| 21 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 450,000 | $88.9M | 2.10% |
| 22 | AUTODESK INC | ADSK | 300,000 | $88.7M | 2.10% |
| 23 | PALANTIR TECHNOLOGIES INC | PLTR | 1,000,000 | $75.6M | 1.79% |
| 24 | SEA LTD | SE | 700,000 | $74.3M | 1.76% |
| 25 | ADVANCE AUTO PARTS INC | AAP | 585,000 | $27.7M | 0.65% |
| 26 | SHARKNINJA INC | SN | 164,494 | $16.0M | 0.38% |