Dorsal Capital Management as of June 30, 2025
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 25 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads Call Option (SE) | 12.2 | $456M | 2.9M | 159.94 | |
| Planet Fitness Cl A (PLNT) | 7.2 | $270M | 2.5M | 109.05 | |
| Amazon (AMZN) | 6.9 | $258M | 1.2M | 219.39 | |
| Microsoft Corporation (MSFT) | 6.6 | $249M | 500k | 497.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.5 | $244M | 1.1M | 226.49 | |
| Coupang Cl A (CPNG) | 5.8 | $219M | 7.3M | 29.96 | |
| Us Foods Hldg Corp call (USFD) | 5.6 | $212M | 2.8M | 77.01 | |
| Home Depot (HD) | 5.1 | $193M | 525k | 366.64 | |
| Burlington Stores (BURL) | 4.7 | $175M | 750k | 232.64 | |
| Zillow Group Cl C Cap Stk (Z) | 4.6 | $172M | 2.5M | 70.05 | |
| Meta Platforms Cl A (META) | 4.5 | $170M | 230k | 738.09 | |
| Wix SHS (WIX) | 4.4 | $166M | 1.1M | 158.46 | |
| Flutter Entmt SHS (FLUT) | 4.0 | $150M | 525k | 285.76 | |
| Autodesk (ADSK) | 3.5 | $132M | 425k | 309.57 | |
| Dynatrace Com New (DT) | 3.2 | $119M | 2.2M | 55.21 | |
| Monday SHS (MNDY) | 3.1 | $118M | 375k | 314.48 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.1 | $115M | 1.1M | 104.50 | |
| Sharkninja Com Shs (SN) | 2.2 | $84M | 850k | 98.99 | |
| Nutanix Cl A (NTNX) | 1.8 | $69M | 900k | 76.44 | |
| Palantir Technologies Cl A Put Option (PLTR) | 1.5 | $55M | 400k | 136.32 | |
| Applovin Corp Com Cl A (APP) | 0.9 | $35M | 100k | 350.08 | |
| Qorvo (QRVO) | 0.9 | $34M | 405k | 84.91 | |
| Advance Auto Parts (AAP) | 0.9 | $33M | 700k | 46.49 | |
| Uber Technologies Put Option (UBER) | 0.6 | $23M | 250k | 93.30 | |
| Hinge Health Cl A (HNGE) | 0.1 | $3.6M | 70k | 51.75 |
