Q1 2025 · 13F-HR
Dorsal Capital Management, LPholdings as filed
Filed 2025-05-15 · accession 0001172661-25-001950
$3.27B
Reported value
25
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $304.4M | 9.31% | 1,600,000 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $236.9M | 7.24% | 1,450,000 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $222.2M | 6.79% | 2,300,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $209.1M | 6.39% | 3,050,000 | Common | NONE |
| 81141R100 | SE | SEA LTD | $195.7M | 5.98% | 1,500,000 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $188.2M | 5.75% | 2,875,000 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $166.8M | 5.10% | 700,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $166.0M | 5.07% | 1,000,000 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $163.3M | 4.99% | 435,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $158.5M | 4.85% | 275,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $153.5M | 4.69% | 7,000,000 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $146.6M | 4.48% | 400,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $130.5M | 3.99% | 1,000,000 | CALL | NONE |
| 052769106 | ADSK | AUTODESK INC | $111.3M | 3.40% | 425,000 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $101.4M | 3.10% | 2,150,000 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $99.7M | 3.05% | 450,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $99.0M | 3.03% | 1,100,000 | Common | NONE |
| M7S64H106 | MNDY | MONDAY COM LTD | $91.2M | 2.79% | 375,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $76.2M | 2.33% | 455,000 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $70.9M | 2.17% | 850,000 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $62.8M | 1.92% | 900,000 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $47.7M | 1.46% | 180,000 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $42.2M | 1.29% | 500,000 | PUT | NONE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $23.5M | 0.72% | 600,000 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $3.4M | 0.10% | 500,000 | 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.