Q4 2024 · 13F-HR
Dorsal Capital Management, LPholdings as filed
Filed 2025-02-14 · accession 0001172661-25-000861
$4.23B
Reported value
26
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $389.4M | 9.20% | 1,775,000 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $383.4M | 9.06% | 750,000 | PUT | NONE |
| 037833100 | AAPL | APPLE INC | $375.6M | 8.88% | 1,500,000 | PUT | NONE |
| M98068105 | WIX | WIX COM LTD | $305.7M | 7.22% | 1,425,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $248.1M | 5.86% | 3,350,000 | Common | NONE |
| 912008109 | USFD | US FOODS HLDG CORP | $236.1M | 5.58% | 3,500,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $208.6M | 4.93% | 495,000 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $197.7M | 4.67% | 2,000,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $166.9M | 3.94% | 285,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $159.4M | 3.77% | 7,250,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $151.2M | 3.57% | 1,425,000 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $146.8M | 3.47% | 515,000 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $135.7M | 3.21% | 525,000 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $126.4M | 2.99% | 325,000 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $122.3M | 2.89% | 2,250,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $111.5M | 2.63% | 160,000 | Common | SOLE |
| 76131D103 | QSR | RESTAURANT BRANDS INTL INC | $110.8M | 2.62% | 1,700,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $101.9M | 2.41% | 1,100,000 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $92.7M | 2.19% | 400,000 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $90.3M | 2.13% | 1,300,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $88.9M | 2.10% | 450,000 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $88.7M | 2.10% | 300,000 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $75.6M | 1.79% | 1,000,000 | PUT | NONE |
| 81141R100 | SE | SEA LTD | $74.3M | 1.76% | 700,000 | CALL | NONE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $27.7M | 0.65% | 585,000 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $16.0M | 0.38% | 164,494 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.