Dorsal Capital Management
Latest statistics and disclosures from Dorsal Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, AMZN, PLNT, FWONK, HD, and represent 37.60% of Dorsal Capital Management's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$198M), SPOT (+$102M), FWONK (+$77M), SMTC (+$62M), FROG (+$54M), MRVL (+$50M), Echostar Corporation (+$41M), VFC (+$41M), SE (+$21M), TWLO (+$19M).
- Started 8 new stock positions in SPOT, SMTC, MRVL, SPY, VFC, AMZN, FROG, Echostar Corporation.
- Reduced shares in these 10 stocks: FLUT (-$156M), WIX (-$108M), MSFT (-$83M), TSM (-$68M), MNDY (-$63M), CALM (-$24M), Z (-$20M), PLNT (-$17M), NXST (-$14M), ADSK (-$12M).
- Sold out of its positions in FLUT, MNDY.
- Dorsal Capital Management was a net buyer of stock by $111M.
- Dorsal Capital Management has $2.6B in assets under management (AUM), dropping by -10.58%.
- Central Index Key (CIK): 0001547007
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Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 9.5 | $245M | -21% | 725k | 337.95 |
|
| Amazon (AMZN) | 7.7 | $198M | NEW | 950k | 208.27 |
|
| Planet Fitness Master Issuer Cl A (PLNT) | 7.3 | $188M | -8% | 2.5M | 74.38 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 6.7 | $172M | +80% | 2.0M | 85.02 |
|
| Home Depot (HD) | 6.4 | $164M | 500k | 328.89 |
|
|
| Burlington Stores (BURL) | 6.3 | $163M | +5% | 500k | 325.38 |
|
| Coupang Cl A (CPNG) | 5.8 | $149M | +8% | 7.9M | 18.88 |
|
| Meta Platforms Cl A (META) | 4.7 | $120M | -4% | 210k | 572.13 |
|
| Microsoft Corporation (MSFT) | 4.5 | $117M | -41% | 315k | 370.17 |
|
| Sea Sponsord Ads (SE) | 4.3 | $110M | +23% | 1.3M | 82.81 |
|
| Sharkninja Com Shs (SN) | 4.1 | $106M | 1.0M | 105.90 |
|
|
| Spotify Technology S A SHS (SPOT) | 4.0 | $102M | NEW | 210k | 484.91 |
|
| Zillow Group Cl C Cap Stk (Z) | 3.9 | $101M | -16% | 2.5M | 41.38 |
|
| Twilio Cl A (TWLO) | 3.4 | $88M | +27% | 700k | 125.82 |
|
| Autodesk (ADSK) | 3.3 | $84M | -12% | 350k | 239.40 |
|
| Semtech Corporation (SMTC) | 2.4 | $62M | NEW | 800k | 76.89 |
|
| Jfrog Ord Shs (FROG) | 2.1 | $54M | NEW | 1.2M | 46.93 |
|
| Marvell Technology Call Option (MRVL) | 1.9 | $50M | NEW | 500k | 99.05 |
|
| Nutanix Cl A (NTNX) | 1.9 | $49M | -18% | 1.3M | 38.01 |
|
| Nexstar Media Group Common Stock (NXST) | 1.8 | $45M | -23% | 250k | 180.83 |
|
| Echostar Corp Cl A | 1.6 | $41M | NEW | 350k | 117.07 |
|
| V.F. Corporation (VFC) | 1.6 | $41M | NEW | 2.4M | 16.99 |
|
| Advance Auto Parts (AAP) | 1.4 | $37M | 700k | 52.75 |
|
|
| Wix SHS (WIX) | 1.2 | $32M | -77% | 350k | 90.07 |
|
| Applovin Corp Com Cl A (APP) | 1.2 | $30M | -25% | 75k | 398.00 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $19M | NEW | 28k | 650.34 |
|
| Cal Maine Foods Com New Put Option (CALM) | 0.3 | $7.9M | -75% | 100k | 79.15 |
|
Past Filings by Dorsal Capital Management
SEC 13F filings are viewable for Dorsal Capital Management going back to 2011
- Dorsal Capital Management 2026 Q1 filed May 15, 2026
- Dorsal Capital Management 2025 Q4 filed Feb. 17, 2026
- 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