Dorsal Capital Management, LP reported 24 holdings worth US$2.82B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Dorsal Capital Management, LP reported 24 holdings worth US$2.82B as of Jun 30, 2026. Largest: Amazon.com, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Liberty Media Corporation - Series A Liberty Formula One. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$2.82B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 1.33M | US$316M | 11.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 570K | US$272M | 9.6% |
| Liberty Media Corporation - Series A Liberty Formula One | 2.35M | US$224M | 7.9% |
| Home Depot, Inc. (the) | 600K | US$212M | 7.5% |
| Lam Research Corporation | 400K | US$173M | 6.1% |
| Burlington Stores, Inc. | 500K | US$158M | 5.6% |
| Planet Fitness, Inc. | 2.77M | US$145M | 5.1% |
| Microsoft Corp. | 355K | US$132M | 4.7% |
| Coupang, Inc. | 7.5M | US$130M | 4.6% |
| Meta Platforms, Inc. | 220K | US$124M | 4.4% |
| Semtech Corporation | 550K | US$89M | 3.2% |
| Twilio Inc. | 400K | US$82.5M | 2.9% |
| Okta, Inc. | 600K | US$81.9M | 2.9% |
| Sharkninja, Inc. | 500K | US$76.1M | 2.7% |
| V.f. Corporation | 3.25M | US$54.2M | 1.9% |
| Nexstar Media Group, Inc. | 250K | US$44.6M | 1.6% |
| Southwest Airlines Company | 650K | US$33.4M | 1.2% |
| Us Foods Holding Corp. | 300K | US$30.7M | 1.1% |
| Space Exploration Technologies Corp | 40,000 | US$6.83M | 0.24% |
| Nutanix, Inc. | 0 | US$0 | 0.00% |
| Zillow Group, Inc. | 0 | US$0 | 0.00% |
| Advance Auto Parts Inc. | 0 | US$0 | 0.00% |
| Applovin Corporation | 0 | US$0 | 0.00% |
| Autodesk, Inc. | 0 | US$0 | 0.00% |
| Echostar Corporation | 0 | US$0 | 0.00% |