Dorsal Capital Management as of March 31, 2025
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 24 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 10.0 | $326M | 2.5M | 130.49 | |
| Amazon (AMZN) | 9.3 | $304M | 1.6M | 190.26 | |
| Wix SHS (WIX) | 7.2 | $237M | 1.5M | 163.38 | |
| Planet Fitness Cl A (PLNT) | 6.8 | $222M | 2.3M | 96.61 | |
| Zillow Group Cl C Cap Stk (Z) | 6.4 | $209M | 3.1M | 68.56 | |
| Us Foods Hldg Corp call (USFD) | 5.8 | $188M | 2.9M | 65.46 | |
| Burlington Stores (BURL) | 5.1 | $167M | 700k | 238.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.1 | $166M | 1.0M | 166.00 | |
| Microsoft Corporation (MSFT) | 5.0 | $163M | 435k | 375.39 | |
| Meta Platforms Cl A (META) | 4.8 | $159M | 275k | 576.36 | |
| Coupang Cl A (CPNG) | 4.7 | $154M | 7.0M | 21.93 | |
| Home Depot (HD) | 4.5 | $147M | 400k | 366.49 | |
| Autodesk (ADSK) | 3.4 | $111M | 425k | 261.80 | |
| Dynatrace Com New (DT) | 3.1 | $101M | 2.2M | 47.15 | |
| Flutter Entmt SHS (FLUT) | 3.0 | $100M | 450k | 221.55 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.0 | $99M | 1.1M | 90.01 | |
| Monday SHS (MNDY) | 2.8 | $91M | 375k | 243.16 | |
| Broadcom (AVGO) | 2.3 | $76M | 455k | 167.43 | |
| Sharkninja Com Shs (SN) | 2.2 | $71M | 850k | 83.41 | |
| Nutanix Cl A (NTNX) | 1.9 | $63M | 900k | 69.81 | |
| Applovin Corp Com Cl A (APP) | 1.5 | $48M | 180k | 264.97 | |
| Palantir Technologies Cl A Put Option (PLTR) | 1.3 | $42M | 500k | 84.40 | |
| Advance Auto Parts (AAP) | 0.7 | $24M | 600k | 39.21 | |
| Aurora Innovation Class A Com (AUR) | 0.1 | $3.4M | 500k | 6.72 |
