Q1 2026 · 13F-HR
Dorsal Capital Management, LPholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002068
$2.57B
Reported value
27
Positions
2026-03-31
Period end
The Brief · Dorsal Capital Management, LP · Q1 2026
AI · grounded in 13F
Dorsal Capital Management, LP exited its position in FLUT, reducing exposure by $155.9M. The fund established new positions in AMZN for $197.9M and SPOT for $101.8M. Other activity included closing out MNDY for $62.7M and initiating a stake in SMTC worth $61.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $245.0M | 9.52% | 725,000 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $197.9M | 7.69% | 950,001 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS MASTER ISSUER | $187.8M | 7.30% | 2,525,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $172.2M | 6.69% | 2,025,000 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $164.4M | 6.39% | 500,000 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $162.7M | 6.32% | 500,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $149.2M | 5.80% | 7,900,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $120.1M | 4.67% | 210,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $116.6M | 4.53% | 315,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $109.7M | 4.27% | 1,325,000 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $105.9M | 4.12% | 1,000,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $101.8M | 3.96% | 210,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $101.4M | 3.94% | 2,450,000 | Common | NONE |
| 90138F102 | TWLO | TWILIO INC | $88.1M | 3.42% | 700,000 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $83.8M | 3.26% | 350,000 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $61.5M | 2.39% | 800,000 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $54.0M | 2.10% | 1,150,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $49.5M | 1.93% | 500,000 | CALL | NONE |
| 67059N108 | NTNX | NUTANIX INC | $49.4M | 1.92% | 1,300,000 | Common | SOLE |
| 65336K103 | NXST | NEXSTAR MEDIA GROUP INC | $45.2M | 1.76% | 250,000 | Common | SOLE |
| 278768106 | SATS | ECHOSTAR CORP | $41.0M | 1.59% | 350,000 | Common | SOLE |
| 918204108 | VFC | V F CORP | $40.8M | 1.58% | 2,400,000 | Common | SOLE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $36.9M | 1.44% | 700,000 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $31.5M | 1.23% | 350,000 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $29.9M | 1.16% | 75,000 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $18.5M | 0.72% | 28,370 | Common | SOLE |
| 128030202 | CALM | CAL MAINE FOODS INC | $7.9M | 0.31% | 100,000 | PUT | NONE |
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.