Dorsal Capital Management as of Sept. 30, 2024
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 21 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.4 | $368M | 2.0M | 186.33 | |
| Us Foods Hldg Corp call (USFD) | 8.6 | $277M | 4.5M | 61.50 | |
| Planet Fitness Cl A (PLNT) | 7.4 | $240M | 3.0M | 81.22 | |
| Wix SHS (WIX) | 7.3 | $234M | 1.4M | 167.17 | |
| Meta Platforms Cl A (META) | 7.1 | $229M | 400k | 572.44 | |
| Zillow Group Cl C Cap Stk (Z) | 6.3 | $204M | 3.2M | 63.85 | |
| Microsoft Corporation (MSFT) | 5.7 | $183M | 425k | 430.30 | |
| Coupang Cl A (CPNG) | 5.5 | $177M | 7.2M | 24.55 | |
| Flutter Entmt SHS (FLUT) | 5.3 | $172M | 725k | 237.28 | |
| Home Depot (HD) | 4.4 | $142M | 350k | 405.20 | |
| Sea Sponsord Ads (SE) | 4.4 | $141M | 1.5M | 94.28 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.2 | $137M | 1.9M | 72.12 | |
| Broadcom (AVGO) | 4.0 | $129M | 750k | 172.50 | |
| Dynatrace Com New (DT) | 3.6 | $118M | 2.2M | 53.47 | |
| Amphenol Corp Cl A (APH) | 3.4 | $111M | 1.7M | 65.16 | |
| Burlington Stores (BURL) | 3.3 | $105M | 400k | 263.48 | |
| Hubspot (HUBS) | 2.5 | $80M | 150k | 531.60 | |
| Palantir Technologies Cl A Put Option (PLTR) | 2.3 | $74M | 2.0M | 37.20 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.2 | $70M | 900k | 77.43 | |
| Advance Auto Parts (AAP) | 0.9 | $29M | 750k | 38.99 | |
| Aurora Innovation Class A Com Call Option (AUR) | 0.2 | $5.9M | 1.0M | 5.92 |
