Dorsal Capital Management as of Sept. 30, 2025
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 7.8 | $290M | 1.6M | 178.73 | |
| Wix SHS (WIX) | 7.5 | $280M | 1.6M | 177.63 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.9 | $258M | 925k | 279.29 | |
| Planet Fitness Cl A (PLNT) | 6.4 | $241M | 2.3M | 103.80 | |
| Microsoft Corporation (MSFT) | 6.2 | $231M | 445k | 517.95 | |
| Coupang Cl A (CPNG) | 6.0 | $225M | 7.0M | 32.20 | |
| Zillow Group Cl C Cap Stk (Z) | 5.5 | $207M | 2.7M | 77.05 | |
| Burlington Stores (BURL) | 5.4 | $204M | 800k | 254.50 | |
| Us Foods Hldg Corp call (USFD) | 5.2 | $194M | 2.5M | 76.62 | |
| Home Depot (HD) | 5.1 | $193M | 475k | 405.19 | |
| Amazon (AMZN) | 5.0 | $187M | 850k | 219.57 | |
| Meta Platforms Cl A (META) | 4.7 | $176M | 240k | 734.38 | |
| Autodesk (ADSK) | 3.8 | $143M | 450k | 317.67 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.1 | $118M | 1.1M | 104.45 | |
| Flutter Entmt SHS (FLUT) | 2.7 | $102M | 400k | 254.00 | |
| Sharkninja Com Shs (SN) | 2.7 | $101M | 975k | 103.15 | |
| Nutanix Cl A (NTNX) | 2.7 | $100M | 1.4M | 74.39 | |
| Dynatrace Com New (DT) | 2.6 | $97M | 2.0M | 48.45 | |
| Qorvo (QRVO) | 2.4 | $91M | 1.0M | 91.08 | |
| Monday SHS (MNDY) | 2.2 | $82M | 425k | 193.69 | |
| Nexstar Media Group Common Stock (NXST) | 2.0 | $74M | 375k | 197.74 | |
| Applovin Corp Com Cl A (APP) | 1.7 | $65M | 90k | 718.54 | |
| Innodata Com New Put Option (INOD) | 1.2 | $46M | 600k | 77.07 | |
| Advance Auto Parts (AAP) | 1.1 | $43M | 700k | 61.40 |
