Dorsal Capital Management, LP 13F holdings
Dorsal Capital Management, LP reported 22 positions with a total reported value of $2.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: AMZN AMAZON COM INC (11.4%), TSM TAIWAN SEMICONDUCTOR MANUFAC (9.8%), FWONA LIBERTY MEDIA CORP DEL (8.0%), HD HOME DEPOT INC (7.6%), LRCX LAM RESEARCH CORP (6.2%). Against 2026-03-31 it opened 5 new positions and exited 8. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
22 largest of 22 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AMZN AMAZON COM INC | 1,325,001 | $315.8M | 11.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 570,000 | $272.2M | 9.8% |
| FWONA LIBERTY MEDIA CORP DEL | 2,350,000 | $223.6M | 8.0% |
| HD HOME DEPOT INC | 600,000 | $211.6M | 7.6% |
| LRCX LAM RESEARCH CORP | 400,000 | $173.3M | 6.2% |
| SPOT SPOTIFY TECHNOLOGY S A | 360,000 | $165.3M | 5.9% |
| BURL BURLINGTON STORES INC | 500,000 | $158.4M | 5.7% |
| SE SEA LTD | 1,550,000 | $148.5M | 5.3% |
| PLNT PLANET FITNESS MASTER ISSUER | 2,775,000 | $144.8M | 5.2% |
| MSFT MICROSOFT CORP | 355,000 | $132.4M | 4.8% |
| CPNG COUPANG INC | 7,500,000 | $130.3M | 4.7% |
| META META PLATFORMS INC | 220,000 | $123.9M | 4.5% |
| SMTC SEMTECH CORP | 550,000 | $89.0M | 3.2% |
| TWLO TWILIO INC | 400,000 | $82.5M | 3.0% |
| OKTA OKTA INC | 600,000 | $81.9M | 2.9% |
| FROG JFROG LTD | 875,000 | $79.5M | 2.9% |
| SN SHARKNINJA INC | 500,000 | $76.1M | 2.7% |
| VFC V F CORP | 3,250,000 | $54.2M | 2.0% |
| NXST NEXSTAR MEDIA GROUP INC | 250,000 | $44.6M | 1.6% |
| SOUTHWEST AIRLS CO | 650,000 | $33.4M | 1.2% |
| USFD US FOODS HLDG CORP | 300,000 | $30.7M | 1.1% |
| SPCX SPACE EXPLORATION TECHN CORP | 40,000 | $6.8M | 0.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 5 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 8 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| ZG ZILLOW GROUP INC | 2,450,000 | $101.4M | 4.0% |
| ADSK AUTODESK INC | 350,000 | $83.8M | 3.3% |
| NTNX NUTANIX INC | 1,300,000 | $49.4M | 2.0% |
| ECHO ECHOSTAR CORP | 350,000 | $41.0M | 1.6% |
| AAP ADVANCE AUTO PARTS INC | 700,000 | $36.9M | 1.5% |
| WIX WIX COM LTD | 350,000 | $31.5M | 1.3% |
| APP APPLOVIN CORP | 75,000 | $29.9M | 1.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 28,370 | $18.5M | 0.7% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMZN AMAZON COM INC | 950,001 | 1,325,001 | +39.5% | $315.8M |
| SPOT SPOTIFY TECHNOLOGY S A | 210,000 | 360,000 | +71.4% | $165.3M |
| HD HOME DEPOT INC | 500,000 | 600,000 | +20.0% | $211.6M |
| FWONA LIBERTY MEDIA CORP DEL | 2,025,000 | 2,350,000 | +16.0% | $223.6M |
| SE SEA LTD | 1,325,000 | 1,550,000 | +17.0% | $148.5M |
| MSFT MICROSOFT CORP | 315,000 | 355,000 | +12.7% | $132.4M |
| VFC V F CORP | 2,400,000 | 3,250,000 | +35.4% | $54.2M |
| PLNT PLANET FITNESS MASTER ISSUER | 2,525,000 | 2,775,000 | +9.9% | $144.8M |
| META META PLATFORMS INC | 210,000 | 220,000 | +4.8% | $123.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SN SHARKNINJA INC | 1,000,000 | 500,000 | -50.0% | $76.1M |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 725,000 | 570,000 | -21.4% | $272.2M |
| TWLO TWILIO INC | 700,000 | 400,000 | -42.9% | $82.5M |
| SMTC SEMTECH CORP | 800,000 | 550,000 | -31.2% | $89.0M |
| FROG JFROG LTD | 1,150,000 | 875,000 | -23.9% | $79.5M |
| CPNG COUPANG INC | 7,900,000 | 7,500,000 | -5.1% | $130.3M |
CIK 1547007 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
