Dorsal Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.57B
Q ending 2026-03-31
Prior quarter
$2.88B
Q ending 2025-12-31
Change
-10.6% QoQ · -21.4% YoY
Positions
27
reported holdings
Largest positions
All 27 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac | TSM | Shares | $245.0M | 725K |
| Amazon Com Inc | AMZN | Shares | $197.9M | 950K |
| Planet Fitness Master Issuer | PLNT | Shares | $187.8M | 2.5M |
| Liberty Media Corp Del | FWONK | Shares | $172.2M | 2.0M |
| Home Depot Inc | HD | Shares | $164.4M | 500K |
| Burlington Stores Inc | BURL | Shares | $162.7M | 500K |
| Coupang Inc | CPNG | Shares | $149.2M | 7.9M |
| Meta Platforms Inc | META | Shares | $120.1M | 210K |
| Microsoft Corp | MSFT | Shares | $116.6M | 315K |
| Sea Ltd | SE | Shares | $109.7M | 1.3M |
| Sharkninja Inc | Shares | $105.9M | 1.0M | |
| Spotify Technology S A | Shares | $101.8M | 210K | |
| Zillow Group Inc | Z | Shares | $101.4M | 2.5M |
| Twilio Inc | TWLO | Shares | $88.1M | 700K |
| Autodesk Inc | ADSK | Shares | $83.8M | 350K |
| Semtech Corp | SMTC | Shares | $61.5M | 800K |
| Jfrog Ltd | Shares | $54.0M | 1.1M | |
| Marvell Technology Inc | MRVL | Call | $49.5M | 500K |
| Nutanix Inc | NTNX | Shares | $49.4M | 1.3M |
| Nexstar Media Group Inc | NXST | Shares | $45.2M | 250K |
| Echostar Corp | ECHO | Shares | $41.0M | 350K |
| V F Corp | VFC | Shares | $40.8M | 2.4M |
| Advance Auto Parts Inc | AAP | Shares | $36.9M | 700K |
| Wix Com Ltd | Shares | $31.5M | 350K | |
| Applovin Corp | APP | Shares | $29.9M | 75K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $18.5M | 28K |
| Cal Maine Foods Inc | CALM | Put | $7.9M | 100K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.