Dorsal Capital Management as of June 30, 2026
Portfolio Holdings for Dorsal Capital Management
Dorsal Capital Management holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.2 | $316M | 1.3M | 238.34 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 9.6 | $272M | 570k | 477.57 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.9 | $224M | 2.4M | 95.14 | |
| Home Depot (HD) | 7.5 | $212M | 600k | 352.68 | |
| Lam Research Corp Com New (LRCX) | 6.1 | $173M | 400k | 433.33 | |
| Spotify Technology S A SHS (SPOT) | 5.9 | $165M | 360k | 459.13 | |
| Coupang Cl A (CPNG) | 5.8 | $165M | 9.5M | 17.37 | |
| Burlington Stores (BURL) | 5.6 | $158M | 500k | 316.80 | |
| Sea Sponsord Ads (SE) | 5.3 | $149M | 1.6M | 95.83 | |
| Planet Fitness Master Issuer Cl A (PLNT) | 5.1 | $145M | 2.8M | 52.17 | |
| Microsoft Corporation (MSFT) | 4.7 | $132M | 355k | 373.02 | |
| Meta Platforms Cl A (META) | 4.4 | $124M | 220k | 563.29 | |
| Semtech Corporation (SMTC) | 3.2 | $89M | 550k | 161.85 | |
| Twilio Cl A (TWLO) | 2.9 | $83M | 400k | 206.33 | |
| Okta Cl A (OKTA) | 2.9 | $82M | 600k | 136.45 | |
| Jfrog Ord Shs (FROG) | 2.8 | $80M | 875k | 90.88 | |
| Sharkninja Com Shs (SN) | 2.7 | $76M | 500k | 152.27 | |
| V.F. Corporation (VFC) | 1.9 | $54M | 3.3M | 16.68 | |
| Nexstar Media Group Common Stock (NXST) | 1.6 | $45M | 250k | 178.59 | |
| Southwest Airlines (LUV) | 1.2 | $33M | 650k | 51.42 | |
| Us Foods Hldg Corp call (USFD) | 1.1 | $31M | 300k | 102.25 | |
| Red Cat Hldgs Call Option (RCAT) | 0.4 | $11M | 1.0M | 10.65 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $6.8M | 40k | 170.86 |
