EdgeMarket › What Dorsal Capital Management, Lp reported owning
What Dorsal Capital Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.6BPositions
27Quarter
2026-03-31Shown below
25largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 245.0M | 9.5% | 725.0K | 418.95 | +83.3% |
| AMZN AMAZON COM INC | 197.9M | 7.7% | 950.0K | 258.63 | +15.6% |
| PLNT Planet Fitness, Inc. | 187.8M | 7.3% | 2.5M | 54.20 | -49.6% |
| FWONK Liberty Media Corp | 172.2M | 6.7% | 2.0M | 104.94 | +3.2% |
| HD HOME DEPOT, INC. | 164.4M | 6.4% | 500.0K | 335.61 | -16.5% |
| BURL Burlington Stores, Inc. | 162.7M | 6.3% | 500.0K | 326.50 | +17.7% |
| CPNG Coupang, Inc. | 149.2M | 5.8% | 7.9M | 16.45 | -43.0% |
| META Meta Platforms, Inc. | 120.1M | 4.7% | 210.0K | 549.90 | -26.5% |
| MSFT MICROSOFT CORP | 116.6M | 4.5% | 315.0K | 483.24 | -4.4% |
| SE Sea Ltd | 109.7M | 4.3% | 1.3M | 117.53 | -34.2% |
| SN SharkNinja, Inc. | 105.9M | 4.1% | 1.0M | 180.76 | +51.1% |
| SPOT Spotify Technology S.A. | 101.8M | 4.0% | 210.0K | 533.72 | -24.2% |
| Z ZILLOW GROUP, INC. | 101.4M | 3.9% | 2.5M | 35.88 | -55.8% |
| TWLO TWILIO INC | 88.1M | 3.4% | 700.0K | 225.30 | +121.0% |
| ADSK Autodesk, Inc. | 83.8M | 3.3% | 350.0K | 253.82 | -12.1% |
| SMTC SEMTECH CORP | 61.5M | 2.4% | 800.0K | 124.09 | +156.0% |
| FROG JFrog Ltd | 54.0M | 2.1% | 1.1M | 92.13 | +106.3% |
| NTNX Nutanix, Inc. | 49.4M | 1.9% | 1.3M | 67.64 | -2.9% |
| NXST NEXSTAR MEDIA GROUP, INC. | 45.2M | 1.8% | 250.0K | 186.14 | -8.1% |
| ECHO EchoStar CORP | 41.0M | 1.6% | 350.0K | 86.81 | +214.0% |
| VFC V F CORP | 40.8M | 1.6% | 2.4M | 14.37 | +11.8% |
| AAP ADVANCE AUTO PARTS INC | 36.9M | 1.4% | 700.0K | 42.58 | -24.7% |
| WIX Wix.com Ltd. | 31.5M | 1.2% | 350.0K | 82.07 | -35.3% |
| APP AppLovin Corp | 29.9M | 1.2% | 75.0K | 305.77 | -25.9% |
| SPY SPDR S&P 500 ETF TRUST | 18.5M | 0.7% | 28.4K | 765.72 | +20.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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