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Dorsal Capital Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,824,404,988
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AMAZON COM INC · COM · 023135106 · shares: $315,800,738
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $272,214,900
- LIBERTY MEDIA CORP DEL · COM LBTY ONE S C · 531229755 · shares: $223,579,000
- HOME DEPOT INC · COM · 437076102 · shares: $211,608,000
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $173,332,000
- SPOTIFY TECHNOLOGY S A · SHS · L8681T102 · shares: $165,286,800
- BURLINGTON STORES INC · COM · 122017106 · shares: $158,400,000
- SEA LTD · SPONSORD ADS · 81141R100 · shares: $148,536,500
- PLANET FITNESS MASTER ISSUER · CL A · 72703H101 · shares: $144,771,750
- MICROSOFT CORP · COM · 594918104 · shares: $132,422,100
Reported holdings
24 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMAZON COM INC | COM | 023135106 | — | 1,325,001 shares | $315,800,738 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 570,000 shares | $272,214,900 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 2,350,000 shares | $223,579,000 |
| HOME DEPOT INC | COM | 437076102 | — | 600,000 shares | $211,608,000 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 400,000 shares | $173,332,000 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 360,000 shares | $165,286,800 |
| BURLINGTON STORES INC | COM | 122017106 | — | 500,000 shares | $158,400,000 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 1,550,000 shares | $148,536,500 |
| PLANET FITNESS MASTER ISSUER | CL A | 72703H101 | — | 2,775,000 shares | $144,771,750 |
| MICROSOFT CORP | COM | 594918104 | — | 355,000 shares | $132,422,100 |
| COUPANG INC | CL A | 22266T109 | — | 7,500,000 shares | $130,275,000 |
| META PLATFORMS INC | CL A | 30303M102 | — | 220,000 shares | $123,923,800 |
| SEMTECH CORP | COM | 816850101 | — | 550,000 shares | $89,017,500 |
| TWILIO INC | CL A | 90138F102 | — | 400,000 shares | $82,532,000 |
| OKTA INC | CL A | 679295105 | — | 600,000 shares | $81,870,000 |
| JFROG LTD | ORD SHS | M6191J100 | — | 875,000 shares | $79,520,000 |
| SHARKNINJA INC | COM SHS | G8068L108 | — | 500,000 shares | $76,135,000 |
| V F CORP | COM | 918204108 | — | 3,250,000 shares | $54,210,000 |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 | — | 250,000 shares | $44,647,500 |
| COUPANG INC | CL A | 22266T109 | CALL | 2,000,000 shares | $34,740,000 |
| SOUTHWEST AIRLS CO | COM | 844741108 | — | 650,000 shares | $33,423,000 |
| US FOODS HLDG CORP | COM | 912008109 | — | 300,000 shares | $30,675,000 |
| RED CAT HLDGS INC | COM | 75644T100 | CALL | 1,000,000 shares | $10,650,000 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 40,000 shares | $6,834,400 |