Dorsal Capital Management as of Dec. 31, 2025
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Planet Fitness Cl A (PLNT) | 10.4 | $298M | 2.8M | 108.47 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.8 | $281M | 925k | 303.89 | |
| Microsoft Corporation (MSFT) | 9.1 | $261M | 540k | 483.62 | |
| Zillow Group Cl C Cap Stk (Z) | 6.9 | $200M | 2.9M | 68.22 | |
| Home Depot (HD) | 6.0 | $172M | 500k | 344.10 | |
| Coupang Cl A (CPNG) | 5.9 | $171M | 7.3M | 23.59 | |
| Wix SHS (WIX) | 5.6 | $161M | 1.6M | 103.89 | |
| Flutter Entmt SHS (FLUT) | 5.4 | $156M | 725k | 215.04 | |
| Meta Platforms Cl A (META) | 5.0 | $145M | 220k | 660.09 | |
| Burlington Stores (BURL) | 4.8 | $137M | 475k | 288.85 | |
| Sea Sponsord Ads (SE) | 4.8 | $137M | 1.1M | 127.57 | |
| Autodesk (ADSK) | 4.1 | $118M | 400k | 296.01 | |
| Sharkninja Com Shs (SN) | 3.9 | $112M | 1.0M | 111.90 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.9 | $111M | 1.1M | 98.51 | |
| Nutanix Cl A (NTNX) | 2.9 | $83M | 1.6M | 51.69 | |
| Twilio Cl A (TWLO) | 2.7 | $78M | 550k | 142.24 | |
| Applovin Corp Com Cl A (APP) | 2.3 | $67M | 100k | 673.82 | |
| Nexstar Media Group Common Stock (NXST) | 2.3 | $66M | 325k | 203.05 | |
| Monday SHS (MNDY) | 2.2 | $63M | 425k | 147.56 | |
| Cal Maine Foods Com New Call Option (CALM) | 1.1 | $32M | 400k | 79.57 | |
| Advance Auto Parts (AAP) | 1.0 | $28M | 700k | 39.30 |
