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
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
WIX
Wix.com Ltd
1,450,000
236,901.0
+1.75%
7.240
+0.12%
2.600
-2.70%
-27.96%
8,604.6
Software
PLNT
Planet Fitness Inc
2,300,000
222,203.0
+15.00%
6.790
+0.89%
2.740
+16.52%
+14.29%
9,475.2
Travel & Leisure
Z
Zillow Group Inc
3,050,000
209,108.0
-8.96%
6.390
-0.52%
1.260
+25.33%
+8.79%
19,274.2
Interactive Media
SE
Sea Ltd
1,500,000
195,735.0
+5.26%
5.980
+0.30%
0.250
+31.65%
+49.45%
93,876.6
Retail - Cyclical
USFD
US Foods Holding Corp
2,875,000
188,197.5
-17.86%
5.750
-1.00%
1.240
+30.71%
+24.49%
19,428.8
Retail - Defensive
BURL
Burlington Stores Inc
700,000
166,831.0
+35.92%
5.100
+1.35%
1.110
+28.46%
-1.80%
17,659.2
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
+52.83%
+22.59%
1,246,476.4
Semiconductors
MSFT
Microsoft Corp
435,000
163,294.6
-12.12%
4.990
-0.60%
0.010
+35.37%
+20.48%
3,759,901.0
Software
META
Meta Platforms Inc
275,000
158,499.0
-3.51%
4.850
-0.14%
0.010
+37.26%
+22.08%
1,794,173.6
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
$291.18
10.18%
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
$240.33
23.66%
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
$560.90
-20.04%
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
$71.14
10.33%
Sold Out
0
-1,700,000
APH
Amphenol Corp
2025-03-31
Sold Out
Sold Out
-2.13%
61.62 ($68.22) 78.55
$100.71
47.63%
Sold Out
0
-1,300,000
NTNX
Nutanix Inc
2025-03-31
New Buy
New Buy
+1.92%
61.28 ($69.19) 77.44
$74.38
7.50%
New holding
900,000
900,000
SN
SharkNinja Inc
2025-03-31
Add
Add
+1.75%
83.41 ($101.8) 114.44
$119.46
17.35%
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
$362.12
5.08%
New holding
180,000
180,000
BURL
Burlington Stores Inc
2025-03-31
Add
Add
+1.35%
228.41 ($259.14) 293.71
$279.92
8.02%
Add 35.92%
700,000
185,000
ADSK
Autodesk Inc
2025-03-31
Add
Add
+1.00%
246.93 ($284.41) 311.36
$300.98
5.83%
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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