13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003410
Total Value
$3.75B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 1,850,000 | $295.9M | 7.89% |
| 2 | PLANET FITNESS INC | PLNT | 2,475,000 | $269.9M | 7.20% |
| 3 | AMAZON COM INC | AMZN | 1,175,000 | $257.8M | 6.87% |
| 4 | MICROSOFT CORP | MSFT | 500,000 | $248.7M | 6.63% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,075,000 | $243.5M | 6.49% |
| 6 | COUPANG INC | CPNG | 7,300,000 | $218.7M | 5.83% |
| 7 | US FOODS HLDG CORP | USFD | 2,750,000 | $211.8M | 5.65% |
| 8 | HOME DEPOT INC | HD | 525,000 | $192.5M | 5.13% |
| 9 | BURLINGTON STORES INC | BURL | 750,000 | $174.5M | 4.65% |
| 10 | ZILLOW GROUP INC | Z | 2,450,000 | $171.6M | 4.58% |
| 11 | META PLATFORMS INC | META | 230,000 | $169.8M | 4.53% |
| 12 | WIX COM LTD | WIX | 1,050,000 | $166.4M | 4.44% |
| 13 | SEA LTD | SE | 1,000,000 | $159.9M | 4.26% |
| 14 | FLUTTER ENTMT PLC | G3643J108 | 525,000 | $150.0M | 4.00% |
| 15 | AUTODESK INC | ADSK | 425,000 | $131.6M | 3.51% |
| 16 | DYNATRACE INC | DT | 2,150,000 | $118.7M | 3.17% |
| 17 | MONDAY COM LTD | MNDY | 375,000 | $117.9M | 3.14% |
| 18 | LIBERTY MEDIA CORP DEL | FWONB | 1,100,000 | $115.0M | 3.06% |
| 19 | SHARKNINJA INC | SN | 850,000 | $84.1M | 2.24% |
| 20 | NUTANIX INC | NTNX | 900,000 | $68.8M | 1.83% |
| 21 | PALANTIR TECHNOLOGIES INC | PLTR | 400,000 | $54.5M | 1.45% |
| 22 | APPLOVIN CORP | APP | 100,000 | $35.0M | 0.93% |
| 23 | QORVO INC | QRVO | 405,000 | $34.4M | 0.92% |
| 24 | ADVANCE AUTO PARTS INC | AAP | 700,000 | $32.5M | 0.87% |
| 25 | UBER TECHNOLOGIES INC | UBER | 250,000 | $23.3M | 0.62% |
| 26 | HINGE HEALTH INC | HNGE | 70,000 | $3.6M | 0.10% |