The Analysis of Dorsal Capital Management, LP's Holdings
Currently, Dorsal Capital Management, LP holds 23 types of securities in its portfolio with a total value $3.7B. In the most recent quarter, they have increased their positions in WIX (+525.0K shares, valued at $93.3M), NXST (+375.0K shares, valued at $74.2M), QRVO (+595.0K shares, valued at $54.2M); decreased their positions in AMZN (-325.0K shares, valued at $71.4M), TSM (-150.0K shares, valued at $41.9M), SE (-225.0K shares, valued at $40.2M); initiated new positions in NXST (+375.0K shares, valued at $74.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SE SEA LTD1.6M shares-12.16%2025-09-302025-11-14
WIX WIX COM LTD1.6M shares50.00%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD925.0K shares-13.95%2025-09-302025-11-14 PLNT PLANET FITNESS INC2.3M shares-6.06%2025-09-302025-11-14 MSFT MICROSOFT CORP445.0K shares-11.00%2025-09-302025-11-14 CPNG COUPANG INC7.0M shares-4.11%2025-09-302025-11-14 Z ZILLOW GROUP INC2.7M shares9.44%2025-09-302025-11-14 BURL BURLINGTON STORES INC800.0K shares6.67%2025-09-302025-11-14 USFD US FOODS HLDG CORP2.5M shares-8.18%2025-09-302025-11-14 HD HOME DEPOT INC475.0K shares-9.52%2025-09-302025-11-14 AMZN AMAZON COM INC850.0K shares-27.66%2025-09-302025-11-14 META META PLATFORMS INC240.0K shares4.35%2025-09-302025-11-14 ADSK AUTODESK INC450.0K shares5.88%2025-09-302025-11-14 FWONK LIBERTY MEDIA CORP DEL1.1M shares2.27%2025-09-302025-11-14 FLUT FLUTTER ENTMT PLC400.0K shares-23.81%2025-09-302025-11-14 SN SHARKNINJA INC975.0K shares14.71%2025-09-302025-11-14 NTNX NUTANIX INC1.4M shares50.00%2025-09-302025-11-14 DT DYNATRACE INC2.0M shares-6.98%2025-09-302025-11-14 QRVO QORVO INC1.0M shares146.91%2025-09-302025-11-14 MNDY MONDAY COM LTD425.0K shares13.33%2025-09-302025-11-14 NXST NEXSTAR MEDIA GROUP INC375.0K sharesnew addition2025-09-302025-11-14 APP APPLOVIN CORP90.0K shares-10.00%2025-09-302025-11-14 AAP ADVANCE AUTO PARTS INC700.0K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
INOD Put PutINNODATA INC600.0K sharesnew addition2025-09-302025-11-14