Dorsal Capital Management as of June 30, 2024
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 21 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.0 | $348M | 1.8M | 193.25 | |
| Us Foods Hldg Corp call (USFD) | 8.5 | $246M | 4.7M | 52.98 | |
| Microsoft Corporation (MSFT) | 8.4 | $244M | 545k | 446.95 | |
| Planet Fitness Cl A (PLNT) | 7.4 | $214M | 2.9M | 73.59 | |
| Wix SHS (WIX) | 7.1 | $207M | 1.3M | 159.07 | |
| Meta Platforms Cl A (META) | 7.1 | $207M | 410k | 504.22 | |
| salesforce (CRM) | 5.3 | $154M | 600k | 257.10 | |
| Zillow Group Cl C Cap Stk (Z) | 5.0 | $144M | 3.1M | 46.39 | |
| MercadoLibre (MELI) | 5.0 | $144M | 88k | 1643.40 | |
| Smartsheet Com Cl A (SMAR) | 4.4 | $127M | 2.9M | 44.08 | |
| Coupang Cl A (CPNG) | 4.3 | $126M | 6.0M | 20.95 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.1 | $120M | 1.7M | 70.37 | |
| Broadcom (AVGO) | 3.9 | $112M | 70k | 1605.53 | |
| Burlington Stores (BURL) | 3.7 | $108M | 450k | 240.00 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.0 | $86M | 1.2M | 71.84 | |
| Advance Auto Parts (AAP) | 2.7 | $79M | 1.3M | 63.33 | |
| Dynatrace Com New (DT) | 2.7 | $78M | 1.8M | 44.74 | |
| Home Depot (HD) | 2.4 | $69M | 200k | 344.24 | |
| Hubspot (HUBS) | 1.5 | $44M | 75k | 589.79 | |
| V.F. Corporation (VFC) | 1.2 | $34M | 2.5M | 13.50 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.5 | $15M | 116k | 129.01 |
