Institutional Manager · CIK 0001547007
Dorsal Capital Management, LP
Redwood City, CA · File #028-14931
Latest AUM
$2.88B
Positions
22
Top-10 Concentration
68.9%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | US FOODS HLDG CORP | 912008109 | -2,525,000 | -$193.5M | $0 |
| EXITED | AMAZON COM INC | 023135106 | -850,000 | -$186.6M | $0 |
| EXITED | DYNATRACE INC | 268150109 | -2,000,000 | -$96.9M | $0 |
| REDUCE | BURLINGTON STORES INC | BURL | -325,000 | -$93.9M | +$27.5M |
| EXITED | QORVO INC | 74736K101 | -1,000,000 | -$91.1M | $0 |
| NEW | TWILIO INC | TWLO | +550,000 | +$78.2M | $0 |
| REDUCE | SEA LTD | SE | -550,000 | -$70.2M | -$83.1M |
| ADD | FLUTTER ENTMT PLC | G3643J108 | +325,000 | +$69.9M | -$15.6M |
| EXITED | INNODATA INC | 457642205 | -600,000 | -$46.2M | $0 |
| ADD | PLANET FITNESS INC | PLNT | +425,000 | +$46.1M | +$10.9M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202522 pos · $2.88B
- 13F HOLDINGS REPORTQ/E Sep 202524 pos · $3.75B
- 13F HOLDINGS REPORTQ/E Jun 202526 pos · $3.75B
- 13F HOLDINGS REPORTQ/E Mar 202525 pos · $3.27B
- 13F HOLDINGS REPORTQ/E Dec 202426 pos · $4.23B
- 13F HOLDINGS REPORTQ/E Sep 202422 pos · $3.23B
- 13F HOLDINGS REPORTQ/E Jun 202421 pos · $2.90B
- 13F HOLDINGS REPORTQ/E Mar 202426 pos · $3.06B
- 13F HOLDINGS REPORTQ/E Dec 202325 pos · $2.93B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |