DC

Dorsal Capital Management, LP

13F
Dorsal Capital Management, LP
Last update 2025-05-15 25 Stocks (4 new)
Value $3.27 Bil Turnover 16 %
Countries:
Dorsal Capital Management, LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN
Amazon.com Inc
1,600,000
304,416.0
-9.86%
9.310
-0.91%
0.020
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
WIX
Wix.com Ltd
1,450,000
236,901.0
+1.75%
7.240
+0.12%
2.600
-7.78%
-28.98%
8,482.2
Software
PLNT
Planet Fitness Inc
2,300,000
222,203.0
+15.00%
6.790
+0.89%
2.740
+16.69%
+13.69%
9,425.7
Travel & Leisure
Z
Zillow Group Inc
3,050,000
209,108.0
-8.96%
6.390
-0.52%
1.260
+22.13%
+8.58%
19,235.0
Interactive Media
SE
Sea Ltd
1,500,000
195,735.0
+5.26%
5.980
+0.30%
0.250
+27.08%
+48.79%
93,462.2
Retail - Cyclical
USFD
US Foods Holding Corp
2,875,000
188,197.5
-17.86%
5.750
-1.00%
1.240
+26.60%
+21.29%
18,929.1
Retail - Defensive
BURL
Burlington Stores Inc
700,000
166,831.0
+35.92%
5.100
+1.35%
1.110
+25.25%
-2.90%
17,462.4
Retail - Cyclical
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
1,000,000
166,000.0
+122.22%
5.070
+2.79%
0.020
+47.67%
+23.24%
1,253,063.2
Semiconductors
MSFT
Microsoft Corp
435,000
163,294.6
-12.12%
4.990
-0.60%
0.010
+32.15%
+21.67%
3,797,138.0
Software
META
Meta Platforms Inc
275,000
158,499.0
-3.51%
4.850
-0.14%
0.010
+34.17%
+22.28%
1,797,241.1
Interactive Media

Dorsal Capital Management, LP's Historical Top Holdings Breakdowns

Dorsal Capital Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MNDY
Monday.Com Ltd
2025-03-31
New Buy
New Buy
+2.79%
213 ($264.28) 327.92
$289.27
9.46%
New holding
375,000
375,000
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Add
Add
+2.79%
165.25 ($194.34) 224.62
$241.60
24.32%
Add 122.22%
1,000,000
550,000
HUBS
HubSpot Inc
2025-03-31
Sold Out
Sold Out
-2.63%
571.29 ($701.46) 819.71
$552.16
-21.28%
Sold Out
0
-160,000
QSR
Restaurant Brands International Inc
2025-03-31
Sold Out
Sold Out
-2.62%
60.44 ($64.48) 69.57
$70.02
8.59%
Sold Out
0
-1,700,000
APH
Amphenol Corp
2025-03-31
Sold Out
Sold Out
-2.13%
61.62 ($68.22) 78.55
$104.46
53.12%
Sold Out
0
-1,300,000
NTNX
Nutanix Inc
2025-03-31
New Buy
New Buy
+1.92%
61.28 ($69.19) 77.44
$74.00
6.95%
New holding
900,000
900,000
SN
SharkNinja Inc
2025-03-31
Add
Add
+1.75%
83.41 ($101.8) 114.44
$118.33
16.24%
Add 416.74%
850,000
685,506
APP
AppLovin Corp
2025-03-31
New Buy
New Buy
+1.46%
238.08 ($344.61) 510.13
$359.94
4.45%
New holding
180,000
180,000
BURL
Burlington Stores Inc
2025-03-31
Add
Add
+1.35%
228.41 ($259.14) 293.71
$276.80
6.81%
Add 35.92%
700,000
185,000
ADSK
Autodesk Inc
2025-03-31
Add
Add
+1.00%
246.93 ($284.41) 311.36
$301.10
5.87%
Add 41.67%
425,000
125,000

Dorsal Capital Management, LP Total Holding History ($B)

To

Dorsal Capital Management, LP's Asset Allocation

To

Dorsal Capital Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Dorsal Capital Management, LP's Hypothetical Growth since 2025-03-31

Dorsal Capital Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Dorsal Capital Management, LP's Holdings Heat Map

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Dorsal Capital Management, LP's Holdings Bubble Chart

Dorsal Capital Management, LP News

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