Dorsal Capital Management
Latest statistics and disclosures from Dorsal Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SE, WIX, TSM, PLNT, MSFT, and represent 34.71% of Dorsal Capital Management's stock portfolio.
- Added to shares of these 10 stocks: WIX (+$93M), NXST (+$74M), QRVO (+$54M), INOD (+$46M), NTNX (+$34M), Z (+$18M), SN (+$13M), BURL (+$13M), MNDY (+$9.7M), ADSK (+$7.9M).
- Started 2 new stock positions in INOD, NXST.
- Reduced shares in these 10 stocks: SE (-$219M), AMZN (-$71M), PLTR (-$55M), TSM (-$42M), FLUT (-$32M), MSFT (-$29M), UBER (-$23M), HD (-$20M), USFD (-$17M), PLNT (-$16M).
- Sold out of its positions in HNGE, PLTR, UBER.
- Dorsal Capital Management was a net seller of stock by $-179M.
- Dorsal Capital Management has $3.7B in assets under management (AUM), dropping by -0.11%.
- Central Index Key (CIK): 0001547007
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Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 7.8 | $290M | -42% | 1.6M | 178.73 |
|
| Wix SHS (WIX) | 7.5 | $280M | +50% | 1.6M | 177.63 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.9 | $258M | -13% | 925k | 279.29 |
|
| Planet Fitness Cl A (PLNT) | 6.4 | $241M | -6% | 2.3M | 103.80 |
|
| Microsoft Corporation (MSFT) | 6.2 | $231M | -11% | 445k | 517.95 |
|
| Coupang Cl A (CPNG) | 6.0 | $225M | -4% | 7.0M | 32.20 |
|
| Zillow Group Cl C Cap Stk (Z) | 5.5 | $207M | +9% | 2.7M | 77.05 |
|
| Burlington Stores (BURL) | 5.4 | $204M | +6% | 800k | 254.50 |
|
| Us Foods Hldg Corp call (USFD) | 5.2 | $194M | -8% | 2.5M | 76.62 |
|
| Home Depot (HD) | 5.1 | $193M | -9% | 475k | 405.19 |
|
| Amazon (AMZN) | 5.0 | $187M | -27% | 850k | 219.57 |
|
| Meta Platforms Cl A (META) | 4.7 | $176M | +4% | 240k | 734.38 |
|
| Autodesk (ADSK) | 3.8 | $143M | +5% | 450k | 317.67 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.1 | $118M | +2% | 1.1M | 104.45 |
|
| Flutter Entmt SHS (FLUT) | 2.7 | $102M | -23% | 400k | 254.00 |
|
| Sharkninja Com Shs (SN) | 2.7 | $101M | +14% | 975k | 103.15 |
|
| Nutanix Cl A (NTNX) | 2.7 | $100M | +50% | 1.4M | 74.39 |
|
| Dynatrace Com New (DT) | 2.6 | $97M | -6% | 2.0M | 48.45 |
|
| Qorvo (QRVO) | 2.4 | $91M | +146% | 1.0M | 91.08 |
|
| Monday SHS (MNDY) | 2.2 | $82M | +13% | 425k | 193.69 |
|
| Nexstar Media Group Common Stock (NXST) | 2.0 | $74M | NEW | 375k | 197.74 |
|
| Applovin Corp Com Cl A (APP) | 1.7 | $65M | -10% | 90k | 718.54 |
|
| Innodata Com New Put Option (INOD) | 1.2 | $46M | NEW | 600k | 77.07 |
|
| Advance Auto Parts (AAP) | 1.1 | $43M | 700k | 61.40 |
|
Past Filings by Dorsal Capital Management
SEC 13F filings are viewable for Dorsal Capital Management going back to 2011
- Dorsal Capital Management 2025 Q3 filed Nov. 14, 2025
- Dorsal Capital Management 2025 Q2 filed Aug. 14, 2025
- Dorsal Capital Management 2025 Q1 filed May 15, 2025
- Dorsal Capital Management 2024 Q4 filed Feb. 14, 2025
- Dorsal Capital Management 2024 Q3 filed Nov. 14, 2024
- Dorsal Capital Management 2024 Q2 filed Aug. 14, 2024
- Dorsal Capital Management 2024 Q1 filed May 15, 2024
- Dorsal Capital Management 2023 Q3 filed Nov. 14, 2023
- Dorsal Capital Management 2023 Q2 filed Aug. 14, 2023
- Dorsal Capital Management 2023 Q1 filed May 15, 2023
- Dorsal Capital Management 2022 Q4 filed Feb. 14, 2023
- Dorsal Capital Management 2022 Q3 filed Nov. 14, 2022
- Dorsal Capital Management 2022 Q2 filed Aug. 15, 2022
- Dorsal Capital Management 2022 Q1 filed May 16, 2022
- Dorsal Capital Management 2021 Q4 filed Feb. 14, 2022
- Dorsal Capital Management 2021 Q3 filed Nov. 15, 2021