Dorsal Capital Management, LP: 13F holdings
CIK 15470072026Q2
| Positions | 23 |
|---|
| Reported value | $2.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 23 (-4 vs prior quarter) |
|---|
| Reported value | $2.8bn (+9.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 1,325,001 | $315.8m | 11.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 570,000 | $272.2m | 9.6% |
| FWONK LIBERTY MEDIA CORP DEL | 2,350,000 | $223.6m | 7.9% |
| HD HOME DEPOT INC | 600,000 | $211.6m | 7.5% |
| LRCX LAM RESEARCH CORP | 400,000 | $173.3m | 6.1% |
| SPOTIFY TECHNOLOGY S A | 360,000 | $165.3m | 5.9% |
| BURL BURLINGTON STORES INC | 500,000 | $158.4m | 5.6% |
| SE SEA LTD | 1,550,000 | $148.5m | 5.3% |
| PLNT PLANET FITNESS MASTER ISSUER | 2,775,000 | $144.8m | 5.1% |
| MSFT MICROSOFT CORP | 355,000 | $132.4m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1547007")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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