Dorsal Capital Management, LP

Investment Portfolio & 13F Holdings Analysis

About

Dorsal Capital Management, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 24 holdings worth $3.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

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

24 positions

Manager:

SEC FilingSEC DataHachi Filing

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AMAZON COM INC

AMZN|023135106

1600000(-9.8%)

Value:

$304.4B(-21.8%)

Wix.com Ltd.

WIX|M98068105

1450000(+1.8%)

Value:

$236.9B(-22.5%)

Planet Fitness, Inc.

PLNT|72703H101

2300000(+15.0%)

Value:

$222.2B(+12.4%)

ZILLOW GROUP, INC.

Z|98954M200

3050000(-8.9%)

Value:

$209.1B(-15.7%)

US Foods Holding Corp.

USFD|912008109

2875000(-17.9%)

Value:

$188.2B(-20.3%)

Burlington Stores, Inc.

BURL|122017106

700000(+35.9%)

Value:

$166.8B(+13.6%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

1000000(+122.2%)

Value:

$166.0B(+86.8%)

MICROSOFT CORP

MSFT|594918104

435000(-12.1%)

Value:

$163.3B(-21.7%)

Meta Platforms, Inc.

META|30303M102

275000(-3.5%)

Value:

$158.5B(-5.0%)

Coupang, Inc.

CPNG|22266T109

7000000(-3.4%)

Value:

$153.5B(-3.7%)

HOME DEPOT, INC.

HD|437076102

400000(+23.1%)

Value:

$146.6B(+15.9%)

Sea Ltd

SE|81141R100

1000000(+42.9%)

Value:

$130.5B(+75.7%)

Autodesk, Inc.

ADSK|052769106

425000(+41.7%)

Value:

$111.3B(+25.5%)

Dynatrace, Inc.

DT|268150109

2150000(-4.4%)

Value:

$101.4B(-17.1%)

G3643J108

450000(-14.3%)

Value:

$99.7B(-26.5%)

Liberty Media Corp

FWONK|531229755

1100000(+0.0%)

Value:

$99.0B(-2.9%)

monday.com Ltd.

MNDY|M7S64H106

375000

Value:

$91.2B

Broadcom Inc.

AVGO|11135F101

455000(+13.8%)

Value:

$76.2B(-17.9%)

SharkNinja, Inc.

SN|G8068L108

850000(+416.7%)

Value:

$70.9B(+342.7%)

Nutanix, Inc.

NTNX|67059N108

900000

Value:

$62.8B

Instrument	Shares		Other Manager	Value
Amazon Com Inc(AMZNcusip023135106)	1.6M	QoQ -9.85% (-175.0K) YoY -29.71% (-676.5K)	All Managers (Combined)	$304.4M	QoQ -21.82% (-$85.0M) YoY -25.86% (-$106.2M)
Wix.Com Ltd.(WIXcusipM98068105)	1.4M	QoQ +1.75% (-25.0K) YoY +38.09% (+400.0K)	All Managers (Combined)	$236.9M	QoQ -22.51% (-$68.8M) YoY +64.11% (+$92.5M)
Planet Fitness, Inc.(PLNTcusip72703H101)	2.3M	QoQ +15.00% (+300.0K) YoY -14.81% (-400.0K)	All Managers (Combined)	$222.2M	QoQ +12.37% (+$24.5M) YoY +31.40% (-$53.1M)
Zillow Group, Inc.(Zcusip98954M200)	3.0M	QoQ -8.95% (-300.0K) YoY +217.70% (+2.1M)	All Managers (Combined)	$209.1M	QoQ -15.70% (-$39.0M) YoY +346.53% (+$162.3M)
Us Foods Holding Corp.(USFDcusip912008109)	2.9M	QoQ -17.85% (-625.0K) YoY -38.50% (-1.8M)	All Managers (Combined)	$188.2M	QoQ -20.29% (-$47.9M) YoY -25.41% (-$64.1M)
Burlington Stores, Inc.(BURLcusip122017106)	700.0K	QoQ +35.92% (+185.0K) YoY +47.36% (+225.0K)	All Managers (Combined)	$166.8M	QoQ +13.64% (+$20.0M) YoY +51.26% (+$56.5M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	1.0M	QoQ +122.22% (+550.0K) YoY NEW(+1.0M)	All Managers (Combined)	$166.0M	QoQ +86.78% (+$77.1M) YoY NEW(+$166.0M)
Microsoft Corp(MSFTcusip594918104)	435.0K	QoQ -12.12% (-60.0K) YoY -40.81% (-300.0K)	All Managers (Combined)	$163.3M	QoQ -21.73% (-$45.3M) YoY -47.19% (-$145.9M)
Meta Platforms, Inc.(METAcusip30303M102)	275.0K	QoQ -3.50% (-10.0K) YoY -54.91% (-335.0K)	All Managers (Combined)	$158.5M	QoQ -5.01% (-$8.4M) YoY -46.48% (-$137.7M)
Coupang, Inc.(CPNGcusip22266T109)	7.0M	QoQ -3.44% (-250.0K) YoY +47.36% (+2.3M)	All Managers (Combined)	$153.5M	QoQ -3.66% (-$5.8M) YoY +81.66% (+$69.0M)
Home Depot, Inc.(HDcusip437076102)	400.0K	QoQ +23.07% (+75.0K) YoY NEW(+400.0K)	All Managers (Combined)	$146.6M	QoQ +15.95% (+$20.2M) YoY NEW(+$146.6M)
Sea Ltd(SEcusip81141R100)	1.0M	QoQ +42.85% (+300.0K) YoY NEW(+1.0M)	All Managers (Combined)	$130.5M	QoQ +75.69% (+$56.2M) YoY NEW(+$130.5M)
Autodesk, Inc.(ADSKcusip052769106)	425.0K	QoQ +41.66% (+125.0K) YoY NEW(+425.0K)	All Managers (Combined)	$111.3M	QoQ +25.48% (+$22.6M) YoY NEW(+$111.3M)
Dynatrace, Inc.(DTcusip268150109)	2.1M	QoQ -4.44% (-100.0K) YoY +168.75% (+1.4M)	All Managers (Combined)	$101.4M	QoQ -17.10% (-$20.9M) YoY +172.85% (+$64.2M)
(cusipG3643J108)✕	450.0K	QoQ -14.28% (-75.0K) YoY NEW(+450.0K)	All Managers (Combined)	$99.7M	QoQ -26.52% (-$36.0M) YoY NEW(+$99.7M)
Liberty Media Corp(FWONKcusip531229755)	1.1M	QoQ 0.00% (-0) YoY -12.00% (-150.0K)	All Managers (Combined)	$99.0M	QoQ -2.85% (-$2.9M) YoY +20.74% (-$17.0M)
Monday.Com Ltd.(MNDYcusipM7S64H106)	375.0K	QoQ NEW(+375.0K) YoY NEW(+375.0K)	All Managers (Combined)	$91.2M	QoQ NEW(+$91.2M) YoY NEW(+$91.2M)
Broadcom Inc.(AVGOcusip11135F101)	455.0K	QoQ +13.75% (-55.0K) YoY NEW(+455.0K)	All Managers (Combined)	$76.2M	QoQ -17.85% (-$16.6M) YoY NEW(+$76.2M)
Sharkninja, Inc.(SNcusipG8068L108)	850.0K	QoQ +416.73% (+685.5K) YoY NEW(+850.0K)	All Managers (Combined)	$70.9M	QoQ +342.69% (+$54.9M) YoY NEW(+$70.9M)
Nutanix, Inc.(NTNXcusip67059N108)	900.0K	QoQ NEW(+900.0K) YoY NEW(+900.0K)	All Managers (Combined)	$62.8M	QoQ NEW(+$62.8M) YoY NEW(+$62.8M)