Dorsal Capital Management as of March 31, 2024
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon Put Option (AMZN) | 13.7 | $421M | 2.3M | 180.38 | |
| Microsoft Corporation (MSFT) | 10.1 | $309M | 735k | 420.72 | |
| Meta Platforms Cl A (META) | 9.7 | $296M | 610k | 485.58 | |
| Us Foods Hldg Corp call (USFD) | 8.2 | $252M | 4.7M | 53.97 | |
| salesforce (CRM) | 7.4 | $226M | 750k | 301.18 | |
| Zillow Group Cl C Cap Stk (Z) | 6.1 | $188M | 3.9M | 48.78 | |
| Planet Fitness Cl A (PLNT) | 5.5 | $169M | 2.7M | 62.63 | |
| Wix SHS (WIX) | 4.7 | $144M | 1.1M | 137.48 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.5 | $137M | 1.7M | 79.45 | |
| Smartsheet Com Cl A (SMAR) | 4.0 | $121M | 3.2M | 38.50 | |
| Burlington Stores (BURL) | 3.6 | $110M | 475k | 232.19 | |
| Five Below (FIVE) | 3.6 | $109M | 600k | 181.38 | |
| MercadoLibre (MELI) | 3.5 | $106M | 70k | 1511.96 | |
| Coupang Cl A (CPNG) | 2.8 | $85M | 4.8M | 17.79 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.7 | $82M | 1.3M | 65.60 | |
| Epam Systems (EPAM) | 2.5 | $76M | 275k | 276.16 | |
| Lyft Cl A Com (LYFT) | 1.6 | $48M | 2.5M | 19.35 | |
| Advance Auto Parts (AAP) | 1.3 | $41M | 481k | 85.09 | |
| V.F. Corporation (VFC) | 1.3 | $38M | 2.5M | 15.34 | |
| Dynatrace Com New (DT) | 1.2 | $37M | 800k | 46.44 | |
| Crocs (CROX) | 0.9 | $29M | 200k | 143.80 | |
| Pool Corporation (POOL) | 0.7 | $20M | 50k | 403.50 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.5 | $15M | 116k | 128.64 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.1 | $3.4M | 303k | 11.18 |
