Dorsal Capital Management, LP

13F-HR • 2025-03-31

Data Enrichment

96% identified

23 identified1 unidentified

Holdings

Manager:

24 positions • $3,075,268.4K total value

24 positions

Manager:

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AppLovin Corp

180000

Value:

$47.7B

Palantir Technologies Inc.

500000(-50.0%)

Value:

$42.2B(-44.2%)

ADVANCE AUTO PARTS INC

600000(+2.6%)

Value:

$23.5B(-15.0%)

Aurora Innovation, Inc.

500000

Value:

$3.4B

Instrument	Shares		Other Manager	Value
Applovin Corp(APPcusip03831W108)	180.0K	QoQ NEW(+180.0K) YoY NEW(+180.0K)	All Managers (Combined)	$47.7M	QoQ NEW(+$47.7M) YoY NEW(+$47.7M)
Palantir Technologies Inc.(PLTRcusip69608A108)	500.0K	QoQ -50.00% (-500.0K) YoY NEW(+500.0K)	All Managers (Combined)	$42.2M	QoQ -44.20% (-$33.4M) YoY NEW(+$42.2M)
Advance Auto Parts Inc(AAPcusip00751Y106)	600.0K	QoQ +2.56% (-15.0K) YoY +24.65% (-118.7K)	All Managers (Combined)	$23.5M	QoQ -14.96% (-$4.1M) YoY -42.55% (-$17.4M)
Aurora Innovation, Inc.(AURcusip051774107)	500.0K	QoQ NEW(+500.0K) YoY NEW(+500.0K)	All Managers (Combined)	$3.4M	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)