# Dorsal Capital Management, LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1547007. Source: https://holderbook.com/funds/1547007-dorsal-capital-management-lp/

- Reported value: $2.8B
- Positions: 23
- Weight of the ten largest: 70.1%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $315.8M | 1,325,001 | 11.2% | 2 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $272.2M | 570,000 | 9.6% | 7 |
| LIBERTY MEDIA CORP DEL | [FWONK](https://holderbook.com/stocks/FWONK/) | $223.6M | 2,350,000 | 7.9% | 11 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $211.6M | 600,000 | 7.5% | 9 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $173.3M | 400,000 | 6.1% | 1 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $165.3M | 360,000 | 5.9% | 2 |
| COUPANG INC | [CPNG](https://holderbook.com/stocks/CPNG/) | $165.0M | 7,500,000 | 5.8% | 10 |
| BURLINGTON STORES INC | [BURL](https://holderbook.com/stocks/BURL/) | $158.4M | 500,000 | 5.6% | 19 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $148.5M | 1,550,000 | 5.3% | 8 |
| PLANET FITNESS MASTER ISSUER | [PLNT](https://holderbook.com/stocks/PLNT/) | $144.8M | 2,775,000 | 5.1% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $132.4M | 355,000 | 4.7% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $123.9M | 220,000 | 4.4% | 14 |
| SEMTECH CORP | [SMTC](https://holderbook.com/stocks/SMTC/) | $89.0M | 550,000 | 3.2% | 2 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $82.5M | 400,000 | 2.9% | 3 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $81.9M | 600,000 | 2.9% | 1 |
| JFROG LTD | [FROG](https://holderbook.com/stocks/FROG/) | $79.5M | 875,000 | 2.8% | 2 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $76.1M | 500,000 | 2.7% | 7 |
| V F CORP | [VFC](https://holderbook.com/stocks/VFC/) | $54.2M | 3,250,000 | 1.9% | 2 |
| NEXSTAR MEDIA GROUP INC | [NXST](https://holderbook.com/stocks/NXST/) | $44.6M | 250,000 | 1.6% | 4 |
| SOUTHWEST AIRLS CO | [LUV](https://holderbook.com/stocks/LUV/) | $33.4M | 650,000 | 1.2% | 1 |
| US FOODS HLDG CORP | [USFD](https://holderbook.com/stocks/USFD/) | $30.7M | 300,000 | 1.1% | 1 |
| RED CAT HLDGS INC | [RCAT](https://holderbook.com/stocks/RCAT/) | $10.7M | 0 | 0.4% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $6.8M | 40,000 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.7% | +14.8% | -3.1% | 100% |
| Q1 2026 | -18.7% | -4.6% | -14.0% | 100% |
| Q4 2025 | -10.4% | +2.4% | -12.8% | 100% |
| Q3 2025 | +4.4% | +7.8% | -3.4% | 96% |
| Q2 2025 | +18.0% | +10.5% | +7.5% | 96% |
| Q1 2025 | -8.9% | -4.6% | -4.3% | 98% |
| Q4 2024 | +11.0% | +2.1% | +8.9% | 99% |
| Q3 2024 | +9.2% | +5.4% | +3.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.8B | 23 |
| Q1 2026 | $2.6B | 27 |
| Q4 2025 | $2.9B | 21 |
| Q3 2025 | $3.7B | 24 |
| Q2 2025 | $3.8B | 25 |
| Q1 2025 | $3.3B | 24 |
| Q4 2024 | $4.2B | 25 |
| Q3 2024 | $3.2B | 21 |
| Q2 2024 | $2.9B | 21 |
| Q1 2024 | $3.1B | 24 |
| Q4 2023 | $3.2B | 22 |
| Q3 2023 | $2.9B | 25 |