13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004849
Total Value
$3.75B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 1,625,000 | $290.4M | 7.75% |
| 2 | WIX COM LTD | WIX | 1,575,000 | $279.8M | 7.47% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 925,000 | $258.3M | 6.90% |
| 4 | PLANET FITNESS INC | PLNT | 2,325,000 | $241.3M | 6.44% |
| 5 | MICROSOFT CORP | MSFT | 445,000 | $230.5M | 6.15% |
| 6 | COUPANG INC | CPNG | 7,000,000 | $225.4M | 6.02% |
| 7 | ZILLOW GROUP INC | Z | 2,681,250 | $206.6M | 5.51% |
| 8 | BURLINGTON STORES INC | BURL | 800,000 | $203.6M | 5.43% |
| 9 | US FOODS HLDG CORP | USFD | 2,525,000 | $193.5M | 5.16% |
| 10 | HOME DEPOT INC | HD | 475,000 | $192.5M | 5.14% |
| 11 | AMAZON COM INC | AMZN | 850,000 | $186.6M | 4.98% |
| 12 | META PLATFORMS INC | META | 240,000 | $176.3M | 4.70% |
| 13 | AUTODESK INC | ADSK | 450,000 | $143.0M | 3.82% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 1,125,000 | $117.5M | 3.14% |
| 15 | FLUTTER ENTMT PLC | G3643J108 | 400,000 | $101.6M | 2.71% |
| 16 | SHARKNINJA INC | SN | 975,000 | $100.6M | 2.68% |
| 17 | NUTANIX INC | NTNX | 1,350,000 | $100.4M | 2.68% |
| 18 | DYNATRACE INC | DT | 2,000,000 | $96.9M | 2.59% |
| 19 | QORVO INC | QRVO | 1,000,000 | $91.1M | 2.43% |
| 20 | MONDAY COM LTD | MNDY | 425,000 | $82.3M | 2.20% |
| 21 | NEXSTAR MEDIA GROUP INC | NXST | 375,000 | $74.2M | 1.98% |
| 22 | APPLOVIN CORP | APP | 90,000 | $64.7M | 1.73% |
| 23 | INNODATA INC | INOD | 600,000 | $46.2M | 1.23% |
| 24 | ADVANCE AUTO PARTS INC | AAP | 700,000 | $43.0M | 1.15% |