Dorsal Capital Management, LP

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
24
Total Value
3075268400
Accession Number
0001172661-25-001950
Form Type
13F-HR
CIK
0001547007
Manager Name
Dorsal Capital Management, LP
Data Enrichment
96% identified
23 identified1 unidentified

Holdings

24 positions
Manager:
SEC
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Page 1 of 2
AMAZON COM INC
AMZN|023135106
Shares:
1600000(-9.8%)
Value:
$304.4B(-21.8%)
Wix.com Ltd.
WIX|M98068105
Shares:
1450000(+1.8%)
Value:
$236.9B(-22.5%)
Planet Fitness, Inc.
PLNT|72703H101
Shares:
2300000(+15.0%)
Value:
$222.2B(+12.4%)
ZILLOW GROUP, INC.
Z|98954M200
Shares:
3050000(-8.9%)
Value:
$209.1B(-15.7%)
US Foods Holding Corp.
USFD|912008109
Shares:
2875000(-17.9%)
Value:
$188.2B(-20.3%)
Burlington Stores, Inc.
BURL|122017106
Shares:
700000(+35.9%)
Value:
$166.8B(+13.6%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
1000000(+122.2%)
Value:
$166.0B(+86.8%)
MICROSOFT CORP
MSFT|594918104
Shares:
435000(-12.1%)
Value:
$163.3B(-21.7%)
Meta Platforms, Inc.
META|30303M102
Shares:
275000(-3.5%)
Value:
$158.5B(-5.0%)
Coupang, Inc.
CPNG|22266T109
Shares:
7000000(-3.4%)
Value:
$153.5B(-3.7%)
HOME DEPOT, INC.
HD|437076102
Shares:
400000(+23.1%)
Value:
$146.6B(+15.9%)
Sea Ltd
SE|81141R100
Shares:
1000000(+42.9%)
Value:
$130.5B(+75.7%)
Autodesk, Inc.
ADSK|052769106
Shares:
425000(+41.7%)
Value:
$111.3B(+25.5%)
Dynatrace, Inc.
DT|268150109
Shares:
2150000(-4.4%)
Value:
$101.4B(-17.1%)
G3643J108
G3643J108
Shares:
450000(-14.3%)
Value:
$99.7B(-26.5%)
Liberty Media Corp
FWONK|531229755
Shares:
1100000(+0.0%)
Value:
$99.0B(-2.9%)
monday.com Ltd.
MNDY|M7S64H106
Shares:
375000
Value:
$91.2B
Broadcom Inc.
AVGO|11135F101
Shares:
455000(+13.8%)
Value:
$76.2B(-17.9%)
SharkNinja, Inc.
SN|G8068L108
Shares:
850000(+416.7%)
Value:
$70.9B(+342.7%)
Nutanix, Inc.
NTNX|67059N108
Shares:
900000
Value:
$62.8B