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.
AI_NATIVE detailed information: This accession holds the following tickers:[ "SE", "FWONK", "AVGO", "APP", "DT", "SN", "HD", "META", "MSFT", "PLTR", "AAP", null, "NTNX", "TSM", "ADSK", "USFD", "AMZN", "WIX", "Z", "MNDY", "PLNT", "AUR", "BURL", "CPNG" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Dorsal-Capital-Management-Lp
Data Enrichment
96% identified23 identified1 unidentified
Holdings
24 positions • $3.1B total value
Manager:
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Shares:1.0M
Value:$166.0M
% of Portfolio:5.4% ($166.0M/$3.1B)
G3643J108
Shares:450.0K
Value:$99.7M
% of Portfolio:3.2% ($99.7M/$3.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
AMAZON COM INC(AMZNcusip023135106) | 1.6M | All Managers (Combined) | $304.4M | 9.9% ($304.4M/$3.1B) | ||
Wix.com Ltd.(WIXcusipM98068105) | 1.4M | All Managers (Combined) | $236.9M | 7.7% ($236.9M/$3.1B) | ||
| 2.3M | All Managers (Combined) | $222.2M | 7.2% ($222.2M/$3.1B) | |||
ZILLOW GROUP, INC.(Zcusip98954M200) | 3.0M | All Managers (Combined) | $209.1M | 6.8% ($209.1M/$3.1B) | ||
| 2.9M | All Managers (Combined) | $188.2M | 6.1% ($188.2M/$3.1B) | |||
| 700.0K | All Managers (Combined) | $166.8M | 5.4% ($166.8M/$3.1B) | |||
| 1.0M | YoY NEW(+1.0M) | All Managers (Combined) | $166.0M | 5.4% ($166.0M/$3.1B) | YoY NEW(+$166.0M) | |
MICROSOFT CORP(MSFTcusip594918104) | 435.0K | All Managers (Combined) | $163.3M | 5.3% ($163.3M/$3.1B) | ||
| 275.0K | All Managers (Combined) | $158.5M | 5.2% ($158.5M/$3.1B) | |||
Coupang, Inc.(CPNGcusip22266T109) | 7.0M | All Managers (Combined) | $153.5M | 5.0% ($153.5M/$3.1B) | ||
HOME DEPOT, INC.(HDcusip437076102) | 400.0K | YoY NEW(+400.0K) | All Managers (Combined) | $146.6M | 4.8% ($146.6M/$3.1B) | YoY NEW(+$146.6M) |
| 1.0M | YoY NEW(+1.0M) | All Managers (Combined) | $130.5M | 4.2% ($130.5M/$3.1B) | YoY NEW(+$130.5M) | |
Autodesk, Inc.(ADSKcusip052769106) | 425.0K | YoY NEW(+425.0K) | All Managers (Combined) | $111.3M | 3.6% ($111.3M/$3.1B) | YoY NEW(+$111.3M) |
Dynatrace, Inc.(DTcusip268150109) | 2.1M | All Managers (Combined) | $101.4M | 3.3% ($101.4M/$3.1B) | ||
(cusipG3643J108)✕ | 450.0K | YoY NEW(+450.0K) | All Managers (Combined) | $99.7M | 3.2% ($99.7M/$3.1B) | YoY NEW(+$99.7M) |
| 1.1M | All Managers (Combined) | $99.0M | 3.2% ($99.0M/$3.1B) | |||
monday.com Ltd.(MNDYcusipM7S64H106) | 375.0K | QoQ NEW(+375.0K) YoY NEW(+375.0K) | All Managers (Combined) | $91.2M | 3.0% ($91.2M/$3.1B) | QoQ NEW(+$91.2M) YoY NEW(+$91.2M) |
Broadcom Inc.(AVGOcusip11135F101) | 455.0K | YoY NEW(+455.0K) | All Managers (Combined) | $76.2M | 2.5% ($76.2M/$3.1B) | YoY NEW(+$76.2M) |
SharkNinja, Inc.(SNcusipG8068L108) | 850.0K | YoY NEW(+850.0K) | All Managers (Combined) | $70.9M | 2.3% ($70.9M/$3.1B) | YoY NEW(+$70.9M) |
Nutanix, Inc.(NTNXcusip67059N108) | 900.0K | QoQ NEW(+900.0K) YoY NEW(+900.0K) | All Managers (Combined) | $62.8M | 2.0% ($62.8M/$3.1B) | QoQ NEW(+$62.8M) YoY NEW(+$62.8M) |