Holders — by stockHoldings — by fund
Dorsal Capital Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1547007
$2.82B
disclosed book value
23
positions
11.2%
largest position share
Positions, as of 2026-06-30
top 24 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1.3M | $315.8M | 11.2% |
| 2 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 570,000 | $272.2M | 9.6% |
| 3 | FWONKLIBERTY MEDIA CORP DEL | 2.4M | $223.6M | 7.9% |
| 4 | HDHOME DEPOT INC | 600,000 | $211.6M | 7.5% |
| 5 | LRCXLAM RESEARCH CORP | 400,000 | $173.3M | 6.1% |
| 6 | SPOTIFY TECHNOLOGY S A | 360,000 | $165.3M | 5.9% |
| 7 | BURLBURLINGTON STORES INC | 500,000 | $158.4M | 5.6% |
| 8 | SESEA LTD | 1.6M | $148.5M | 5.3% |
| 9 | PLNTPLANET FITNESS MASTER ISSUER | 2.8M | $144.8M | 5.1% |
| 10 | MSFTMICROSOFT CORP | 355,000 | $132.4M | 4.7% |
| 11 | CPNGCOUPANG INC | 7.5M | $130.3M | 4.6% |
| 12 | METAMETA PLATFORMS INC | 220,000 | $123.9M | 4.4% |
| 13 | SMTCSEMTECH CORP | 550,000 | $89.0M | 3.2% |
| 14 | TWLOTWILIO INC | 400,000 | $82.5M | 2.9% |
| 15 | OKTAOKTA INC | 600,000 | $81.9M | 2.9% |
| 16 | JFROG LTD | 875,000 | $79.5M | 2.8% |
| 17 | SHARKNINJA INC | 500,000 | $76.1M | 2.7% |
| 18 | VFCV F CORP | 3.3M | $54.2M | 1.9% |
| 19 | NXSTNEXSTAR MEDIA GROUP INC | 250,000 | $44.6M | 1.6% |
| 20 | CPNGCOUPANG INCCALL | 2.0M | $34.7M | 1.2% |
| 21 | LUVSOUTHWEST AIRLS CO | 650,000 | $33.4M | 1.2% |
| 22 | USFDUS FOODS HLDG CORP | 300,000 | $30.7M | 1.1% |
| 23 | RCATRED CAT HLDGS INCCALL | 1.0M | $10.7M | 0.4% |
| 24 | SPCXSPACE EXPLORATION TECHN CORP | 40,000 | $6.8M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.