Dorsal Capital Management
$2.5B Assets Reported
27 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 725,000 | $245M | 9.7% |
| AMZN | AMAZON COM INC | 950,001 | $198M | 7.9% |
| PLNT | PLANET FITNESS MASTER ISSUER | 2,525,000 | $188M | 7.5% |
| FWONK | LIBERTY MEDIA CORP DEL | 2,025,000 | $172M | 6.8% |
| HD | HOME DEPOT INC | 500,000 | $164M | 6.5% |
| BURL | BURLINGTON STORES INC | 500,000 | $163M | 6.5% |
| CPNG | COUPANG INC | 7,900,000 | $149M | 5.9% |
| META | META PLATFORMS INC | 210,000 | $120M | 4.8% |
| MSFT | MICROSOFT CORP | 315,000 | $117M | 4.6% |
| SE | SEA LTD | 1,325,000 | $110M | 4.4% |
Track Dorsal Capital Management's 13F portfolio: $2.5B in reported holdings, 27 positions. Top holdings, AUM, and quarterly changes on SentiSense.