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The Analysis of Dorsal Capital Management, LP's Holdings & P&L

Currently, Dorsal Capital Management, LP holds 25 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in AMZN (+950.0K shares, valued at $197.9M), SPOT (+210.0K shares, valued at $101.8M), N/A (+900.0K shares, valued at $76.5M); decreased their positions in WIX (-1.2M shares, valued at $108.1M), MSFT (-225.0K shares, valued at $83.3M), TSM (-200.0K shares, valued at $67.6M); initiated new positions in AMZN (+950.0K shares, valued at $197.9M), SPOT (+210.0K shares, valued at $101.8M), SMTC (+800.0K shares, valued at $61.5M).

1M P&L

-96.7M-4.16%

3M P&L

-182.2M-7.56%

HY P&L

-447.4M-16.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure583.1M

21.3%

2Internet Content & Information344.8M

12.6%

3Internet Retail308.2M

11.3%

Top Industries by Stock Count

1Software - Infrastructure4 stocks

21.1%

2Software - Application3 stocks

15.8%

3Internet Retail2 stocks

10.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSM TAIWAN SEMICONDUCTOR MANUFAC725.0K shares-21.62%2026-03-312026-05-15

AMZN AMAZON COM INC950.0K sharesnew addition2026-03-312026-05-15

PLNT PLANET FITNESS MASTER ISSUER2.5M shares-8.18%2026-03-312026-05-15

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL2.0M shares80.00%2026-03-312026-05-15

HD HOME DEPOT INC500.0K shares0.00%2026-03-312026-05-15

BURL BURLINGTON STORES INC500.0K shares5.26%2026-03-312026-05-15

CPNG COUPANG INC7.9M shares8.97%2026-03-312026-05-15

META META PLATFORMS INC210.0K shares-4.55%2026-03-312026-05-15

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MSFT MICROSOFT CORP315.0K shares-41.67%2026-03-312026-05-15

SE SEA LTD1.3M shares23.26%2026-03-312026-05-15

SN SHARKNINJA INC1.0M shares0.00%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A210.0K sharesnew addition2026-03-312026-05-15

Z ZILLOW GROUP INC2.5M shares-16.24%2026-03-312026-05-15

TWLO TWILIO INC700.0K shares27.27%2026-03-312026-05-15

ADSK AUTODESK INC350.0K shares-12.50%2026-03-312026-05-15

SMTC SEMTECH CORP800.0K sharesnew addition2026-03-312026-05-15

Sponsored

FROG JFROG LTD1.1M sharesnew addition2026-03-312026-05-15

NTNX NUTANIX INC1.3M shares-18.75%2026-03-312026-05-15

NXST NEXSTAR MEDIA GROUP INC250.0K shares-23.08%2026-03-312026-05-15

SATS ECHOSTAR CORP350.0K sharesnew addition2026-03-312026-05-15

VFC V F CORP2.4M sharesnew addition2026-03-312026-05-15

AAP ADVANCE AUTO PARTS INC700.0K shares0.00%2026-03-312026-05-15

WIX WIX COM LTD350.0K shares-77.42%2026-03-312026-05-15

APP APPLOVIN CORP75.0K shares-25.00%2026-03-312026-05-15

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SPY STATE STR SPDR S&P 500 ETF T28.4K sharesnew addition2026-03-312026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-21.62%

Shares725.0K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

New

Shares950.0K

Event2026-03-31

Filed2026-05-15

PLNT

PLANET FITNESS MASTER ISSUER

-8.18%

Shares2.5M

Event2026-03-31

Filed2026-05-15

LIBERTY MEDIA CORP DEL

80.00%

Shares2.0M

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

0.00%

Shares500.0K

Event2026-03-31

Filed2026-05-15

BURL

BURLINGTON STORES INC

5.26%

Shares500.0K

Event2026-03-31

Filed2026-05-15

CPNG

COUPANG INC

8.97%

Shares7.9M

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

-4.55%

Shares210.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-41.67%

Shares315.0K

Event2026-03-31

Filed2026-05-15

SEA LTD

23.26%

Shares1.3M

Event2026-03-31

Filed2026-05-15

SHARKNINJA INC

0.00%

Shares1.0M

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A

New

Shares210.0K

Event2026-03-31

Filed2026-05-15

ZILLOW GROUP INC

-16.24%

Shares2.5M

Event2026-03-31

Filed2026-05-15

TWLO

TWILIO INC

27.27%

Shares700.0K

Event2026-03-31

Filed2026-05-15

ADSK

AUTODESK INC

-12.50%

Shares350.0K

Event2026-03-31

Filed2026-05-15

SMTC

SEMTECH CORP

New

Shares800.0K

Event2026-03-31

Filed2026-05-15

FROG

JFROG LTD

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

NTNX

NUTANIX INC

-18.75%

Shares1.3M

Event2026-03-31

Filed2026-05-15

NXST

NEXSTAR MEDIA GROUP INC

-23.08%

Shares250.0K

Event2026-03-31

Filed2026-05-15

SATS

ECHOSTAR CORP

New

Shares350.0K

Event2026-03-31

Filed2026-05-15

VFC

V F CORP

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

AAP

ADVANCE AUTO PARTS INC

0.00%

Shares700.0K

Event2026-03-31

Filed2026-05-15

WIX

WIX COM LTD

-77.42%

Shares350.0K

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP

-25.00%

Shares75.0K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares28.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

MARVELL TECHNOLOGY INC Call CallMARVELL TECHNOLOGY INC500.0K sharesnew addition2026-03-312026-05-15

MARVELL TECHNOLOGY INC Call

MARVELL TECHNOLOGY INC

New

Shares500.0K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

CALM Put PutCAL MAINE FOODS INC100.0K shares0.00%2026-03-312026-05-15

CALM Put

CAL MAINE FOODS INC

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-15