Dorsal Capital Management
$2.8B 13F equity value
30 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Dorsal Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 1,325,001 | $316M | 11.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 570,000 | $272M | 9.8% |
| FWONK | LIBERTY MEDIA CORP DEL | 2,350,000 | $224M | 8.0% |
| HD | HOME DEPOT INC | 600,000 | $212M | 7.6% |
| LRCX | LAM RESEARCH CORP | 400,000 | $173M | 6.2% |
| SPOT | SPOTIFY TECHNOLOGY S A | 360,000 | $165M | 5.9% |
| BURL | BURLINGTON STORES INC | 500,000 | $158M | 5.7% |
| SE | SEA LTD | 1,550,000 | $149M | 5.3% |
| PLNT | PLANET FITNESS MASTER ISSUER | 2,775,000 | $145M | 5.2% |
| MSFT | MICROSOFT CORP | 355,000 | $132M | 4.8% |
Track Dorsal Capital Management's 13F portfolio: $2.8B in reported holdings, 30 positions. Top holdings and quarterly changes on SentiSense.
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