Dorsal Capital Management as of March 31, 2026
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 9.5 | $245M | 725k | 337.95 | |
| Amazon (AMZN) | 7.7 | $198M | 950k | 208.27 | |
| Planet Fitness Master Issuer Cl A (PLNT) | 7.3 | $188M | 2.5M | 74.38 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 6.7 | $172M | 2.0M | 85.02 | |
| Home Depot (HD) | 6.4 | $164M | 500k | 328.89 | |
| Burlington Stores (BURL) | 6.3 | $163M | 500k | 325.38 | |
| Coupang Cl A (CPNG) | 5.8 | $149M | 7.9M | 18.88 | |
| Meta Platforms Cl A (META) | 4.7 | $120M | 210k | 572.13 | |
| Microsoft Corporation (MSFT) | 4.5 | $117M | 315k | 370.17 | |
| Sea Sponsord Ads (SE) | 4.3 | $110M | 1.3M | 82.81 | |
| Sharkninja Com Shs (SN) | 4.1 | $106M | 1.0M | 105.90 | |
| Spotify Technology S A SHS (SPOT) | 4.0 | $102M | 210k | 484.91 | |
| Zillow Group Cl C Cap Stk (Z) | 3.9 | $101M | 2.5M | 41.38 | |
| Twilio Cl A (TWLO) | 3.4 | $88M | 700k | 125.82 | |
| Autodesk (ADSK) | 3.3 | $84M | 350k | 239.40 | |
| Semtech Corporation (SMTC) | 2.4 | $62M | 800k | 76.89 | |
| Jfrog Ord Shs (FROG) | 2.1 | $54M | 1.2M | 46.93 | |
| Marvell Technology Call Option (MRVL) | 1.9 | $50M | 500k | 99.05 | |
| Nutanix Cl A (NTNX) | 1.9 | $49M | 1.3M | 38.01 | |
| Nexstar Media Group Common Stock (NXST) | 1.8 | $45M | 250k | 180.83 | |
| Echostar Corp Cl A | 1.6 | $41M | 350k | 117.07 | |
| V.F. Corporation (VFC) | 1.6 | $41M | 2.4M | 16.99 | |
| Advance Auto Parts (AAP) | 1.4 | $37M | 700k | 52.75 | |
| Wix SHS (WIX) | 1.2 | $32M | 350k | 90.07 | |
| Applovin Corp Com Cl A (APP) | 1.2 | $30M | 75k | 398.00 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $19M | 28k | 650.34 | |
| Cal Maine Foods Com New Put Option (CALM) | 0.3 | $7.9M | 100k | 79.15 |
