13F HOLDINGS REPORT
Dorsal Capital Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000862
Total Value
$2.88B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PLANET FITNESS INC | PLNT | 2,750,000 | $298.3M | 10.37% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 925,000 | $281.1M | 9.77% |
| 3 | MICROSOFT CORP | MSFT | 540,000 | $261.2M | 9.08% |
| 4 | ZILLOW GROUP INC | Z | 2,925,000 | $199.5M | 6.94% |
| 5 | HOME DEPOT INC | HD | 500,000 | $172.1M | 5.98% |
| 6 | COUPANG INC | CPNG | 7,250,000 | $171.0M | 5.94% |
| 7 | WIX COM LTD | WIX | 1,550,000 | $161.0M | 5.60% |
| 8 | FLUTTER ENTMT PLC | G3643J108 | 725,000 | $155.9M | 5.42% |
| 9 | META PLATFORMS INC | META | 220,000 | $145.2M | 5.05% |
| 10 | BURLINGTON STORES INC | BURL | 475,000 | $137.2M | 4.77% |
| 11 | SEA LTD | SE | 1,075,000 | $137.1M | 4.77% |
| 12 | AUTODESK INC | ADSK | 400,000 | $118.4M | 4.12% |
| 13 | SHARKNINJA INC | SN | 1,000,000 | $111.9M | 3.89% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 1,125,000 | $110.8M | 3.85% |
| 15 | NUTANIX INC | NTNX | 1,600,000 | $82.7M | 2.87% |
| 16 | TWILIO INC | TWLO | 550,000 | $78.2M | 2.72% |
| 17 | APPLOVIN CORP | APP | 100,000 | $67.4M | 2.34% |
| 18 | NEXSTAR MEDIA GROUP INC | NXST | 325,000 | $66.0M | 2.29% |
| 19 | MONDAY COM LTD | MNDY | 425,000 | $62.7M | 2.18% |
| 20 | ADVANCE AUTO PARTS INC | AAP | 700,000 | $27.5M | 0.96% |
| 21 | CAL MAINE FOODS INC | CALM | 300,000 | $23.9M | 0.83% |
| 22 | CAL MAINE FOODS INC | CALM | 100,000 | $8.0M | 0.28% |