Dorsal Capital Management as of Dec. 31, 2024
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 25 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.2 | $389M | 1.8M | 219.39 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 9.1 | $383M | 750k | 511.23 | |
| Apple Put Option (AAPL) | 8.9 | $376M | 1.5M | 250.42 | |
| Wix SHS (WIX) | 7.2 | $306M | 1.4M | 214.55 | |
| Zillow Group Cl C Cap Stk (Z) | 5.9 | $248M | 3.4M | 74.05 | |
| Us Foods Hldg Corp call (USFD) | 5.6 | $236M | 3.5M | 67.46 | |
| Sea Sponsord Ads (SE) | 5.3 | $226M | 2.1M | 106.10 | |
| Microsoft Corporation (MSFT) | 4.9 | $209M | 495k | 421.50 | |
| Planet Fitness Cl A (PLNT) | 4.7 | $198M | 2.0M | 98.87 | |
| Meta Platforms Cl A (META) | 3.9 | $167M | 285k | 585.51 | |
| Coupang Cl A (CPNG) | 3.8 | $159M | 7.3M | 21.98 | |
| Burlington Stores (BURL) | 3.5 | $147M | 515k | 285.06 | |
| Flutter Entmt SHS (FLUT) | 3.2 | $136M | 525k | 258.45 | |
| Home Depot (HD) | 3.0 | $126M | 325k | 388.99 | |
| Dynatrace Com New (DT) | 2.9 | $122M | 2.3M | 54.35 | |
| Hubspot (HUBS) | 2.6 | $112M | 160k | 696.77 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.6 | $111M | 1.7M | 65.18 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.4 | $102M | 1.1M | 92.66 | |
| Broadcom (AVGO) | 2.2 | $93M | 400k | 231.84 | |
| Amphenol Corp Cl A (APH) | 2.1 | $90M | 1.3M | 69.45 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.1 | $89M | 450k | 197.49 | |
| Autodesk (ADSK) | 2.1 | $89M | 300k | 295.57 | |
| Palantir Technologies Cl A Put Option (PLTR) | 1.8 | $76M | 1.0M | 75.63 | |
| Advance Auto Parts (AAP) | 0.7 | $28M | 585k | 47.29 | |
| Sharkninja Com Shs (SN) | 0.4 | $16M | 165k | 97.36 |
