Q3 2025 · 13F-HR
Dorsal Capital Management, LPholdings as filed
Filed 2025-11-14 · accession 0001172661-25-004849
$3.75B
Reported value
24
Positions
2025-09-30
Period end
The Brief · Dorsal Capital Management, LP · Q3 2025
AI · grounded in 13F
Dorsal Capital Management, LP established a new position in SE valued at $290.4M. The fund also initiated new stakes in WIX for $279.8M and TSM for $258.3M. Other new additions include PLNT at $241.3M and MSFT at $230.5M. Total assets under management stand at $3.7B across 24 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $290.4M | 7.75% | 1,625,000 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $279.8M | 7.47% | 1,575,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $258.3M | 6.90% | 925,000 | Common | NONE |
| 72703H101 | PLNT | PLANET FITNESS INC | $241.3M | 6.44% | 2,325,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $230.5M | 6.15% | 445,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $225.4M | 6.02% | 7,000,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $206.6M | 5.51% | 2,681,250 | Common | NONE |
| 122017106 | BURL | BURLINGTON STORES INC | $203.6M | 5.43% | 800,000 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $193.5M | 5.16% | 2,525,000 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $192.5M | 5.14% | 475,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $186.6M | 4.98% | 850,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $176.3M | 4.70% | 240,000 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $143.0M | 3.82% | 450,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $117.5M | 3.14% | 1,125,000 | Common | NONE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $101.6M | 2.71% | 400,000 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $100.6M | 2.68% | 975,000 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $100.4M | 2.68% | 1,350,000 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $96.9M | 2.59% | 2,000,000 | Common | SOLE |
| 74736K101 | QRVO | QORVO INC | $91.1M | 2.43% | 1,000,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $82.3M | 2.20% | 425,000 | Common | SOLE |
| 65336K103 | NXST | NEXSTAR MEDIA GROUP INC | $74.2M | 1.98% | 375,000 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $64.7M | 1.73% | 90,000 | Common | SOLE |
| 457642205 | INOD | INNODATA INC | $46.2M | 1.23% | 600,000 | PUT | NONE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $43.0M | 1.15% | 700,000 | 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.