Q2 2025 · 13F-HR
Dorsal Capital Management, LPholdings as filed
Filed 2025-08-14 · accession 0001172661-25-003410
$3.75B
Reported value
26
Positions
2025-06-30
Period end
The Brief · Dorsal Capital Management, LP · Q2 2025
AI · grounded in 13F
Dorsal Capital Management, LP established a new position in SE valued at $455.8M. The fund also initiated new stakes in PLNT for $269.9M and AMZN for $257.8M. Additional new positions include MSFT at $248.7M and TSM at $243.5M. Total assets under management stand at $3.75B across 25 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $295.9M | 7.89% | 1,850,000 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $269.9M | 7.20% | 2,475,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $257.8M | 6.87% | 1,175,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $248.7M | 6.63% | 500,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $243.5M | 6.49% | 1,075,000 | Common | NONE |
| 22266T109 | CPNG | COUPANG INC | $218.7M | 5.83% | 7,300,000 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $211.8M | 5.65% | 2,750,000 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $192.5M | 5.13% | 525,000 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $174.5M | 4.65% | 750,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $171.6M | 4.58% | 2,450,000 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $169.8M | 4.53% | 230,000 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $166.4M | 4.44% | 1,050,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $159.9M | 4.26% | 1,000,000 | CALL | NONE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $150.0M | 4.00% | 525,000 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $131.6M | 3.51% | 425,000 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $118.7M | 3.17% | 2,150,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $117.9M | 3.14% | 375,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $115.0M | 3.06% | 1,100,000 | Common | NONE |
| G8068L108 | SN | SHARKNINJA INC | $84.1M | 2.24% | 850,000 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $68.8M | 1.83% | 900,000 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $54.5M | 1.45% | 400,000 | PUT | NONE |
| 03831W108 | APP | APPLOVIN CORP | $35.0M | 0.93% | 100,000 | Common | SOLE |
| 74736K101 | QRVO | QORVO INC | $34.4M | 0.92% | 405,000 | Common | SOLE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $32.5M | 0.87% | 700,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $23.3M | 0.62% | 250,000 | PUT | NONE |
| 433313103 | HNGE | HINGE HEALTH INC | $3.6M | 0.10% | 70,000 | 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.