Dorsal Capital Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DC Dorsal Capital Management, LLC | Institutional Filer | ▼ 11.60% | $2.52B | 25 |
Current Portfolio Holdings
Showing all 25 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 725K | $245.0M | 9.74% |
| 2 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 950K | $197.9M | 7.87% |
| 3 | PLNT | Planet Fitness, Inc. | Consumer Cyclical | 2.5M | $187.8M | 7.47% |
| 4 | FWONK | Formula One Group | Communication Services | 2.0M | $172.2M | 6.85% |
| 5 | HD | The Home Depot, Inc. | Consumer Cyclical | 500K | $164.4M | 6.54% |
| 6 | BURL | Burlington Stores, Inc. | Consumer Cyclical | 500K | $162.7M | 6.47% |
| 7 | CPNG | Coupang, Inc. | Consumer Cyclical | 7.9M | $149.2M | 5.93% |
| 8 | META | Meta Platforms, Inc. | Technology | 210K | $120.1M | 4.78% |
| 9 | MSFT | Microsoft Corporation | Technology | 315K | $116.6M | 4.64% |
| 10 | SE | Sea Limited | Consumer Cyclical | 1.3M | $109.7M | 4.36% |
| 11 | SN | SharkNinja, Inc. | Consumer Cyclical | 1.0M | $105.9M | 4.21% |
| 12 | SPOT | Spotify Technology S.A. | Communication Services | 210K | $101.8M | 4.05% |
| 13 | Z | Zillow Group, Inc. Class C | Communication Services | 2.5M | $101.4M | 4.03% |
| 14 | TWLO | Twilio Inc. | Communication Services | 700K | $88.1M | 3.50% |
| 15 | ADSK | Autodesk, Inc. | Technology | 350K | $83.8M | 3.33% |
Showing 1 to 15 of 25 holdings