Dorsal Capital Management, LP 13F Holdings
CIK 0001547007 · Redwood City, CA
As of Sep 30, 2025, Dorsal Capital Management, LP reported 24 positions worth $3.7B in its SEC Form 13F filing.
Top 24 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SEA LTD | SE | Consumer Cyclical | 1,625,000 | $290.4M | 7.75% |
| WIXCOM LTD | WIX | Technology | 1,575,000 | $279.8M | 7.47% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 925,000 | $258.3M | 6.90% |
| PLANET FITNESS INC | PLNT | Consumer Cyclical | 2,325,000 | $241.3M | 6.44% |
| MICROSOFT CORP | MSFT | Technology | 445,000 | $230.5M | 6.15% |
| COUPANG INC | CPNG | Consumer Cyclical | 7,000,000 | $225.4M | 6.02% |
| ZILLOW GROUP INC | Z | Communication Services | 2,681,250 | $206.6M | 5.51% |
| BURLINGTON STORES INC | BURL | Consumer Cyclical | 800,000 | $203.6M | 5.43% |
| US FOODS HOLDING CORP | USFD | Consumer Defensive | 2,525,000 |