13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001950
Total Value
$3.27B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,600,000 | $304.4M | 9.31% |
| 2 | WIX COM LTD | WIX | 1,450,000 | $236.9M | 7.24% |
| 3 | PLANET FITNESS INC | PLNT | 2,300,000 | $222.2M | 6.79% |
| 4 | ZILLOW GROUP INC | Z | 3,050,000 | $209.1M | 6.39% |
| 5 | SEA LTD | SE | 1,500,000 | $195.7M | 5.98% |
| 6 | US FOODS HLDG CORP | USFD | 2,875,000 | $188.2M | 5.75% |
| 7 | BURLINGTON STORES INC | BURL | 700,000 | $166.8M | 5.10% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,000,000 | $166.0M | 5.07% |
| 9 | MICROSOFT CORP | MSFT | 435,000 | $163.3M | 4.99% |
| 10 | META PLATFORMS INC | META | 275,000 | $158.5M | 4.85% |
| 11 | COUPANG INC | CPNG | 7,000,000 | $153.5M | 4.69% |
| 12 | HOME DEPOT INC | HD | 400,000 | $146.6M | 4.48% |
| 13 | SEA LTD | SE | 1,000,000 | $130.5M | 3.99% |
| 14 | AUTODESK INC | ADSK | 425,000 | $111.3M | 3.40% |
| 15 | DYNATRACE INC | DT | 2,150,000 | $101.4M | 3.10% |
| 16 | FLUTTER ENTMT PLC | G3643J108 | 450,000 | $99.7M | 3.05% |
| 17 | LIBERTY MEDIA CORP DEL | FWONB | 1,100,000 | $99.0M | 3.03% |
| 18 | MONDAY COM LTD | MNDY | 375,000 | $91.2M | 2.79% |
| 19 | BROADCOM INC | AVGO | 455,000 | $76.2M | 2.33% |
| 20 | SHARKNINJA INC | SN | 850,000 | $70.9M | 2.17% |
| 21 | NUTANIX INC | NTNX | 900,000 | $62.8M | 1.92% |
| 22 | APPLOVIN CORP | APP | 180,000 | $47.7M | 1.46% |
| 23 | PALANTIR TECHNOLOGIES INC | PLTR | 500,000 | $42.2M | 1.29% |
| 24 | ADVANCE AUTO PARTS INC | AAP | 600,000 | $23.5M | 0.72% |
| 25 | AURORA INNOVATION INC | AUROW | 500,000 | $3.4M | 0.10% |