Holdings
Dorsal Capital Management, LP
As of Jun 30, 2026, Dorsal Capital Management, LP reported 19 positions worth US$2.39B. Largest: Amazon.com, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Liberty Media Corporation - Series A Liberty Formula One. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 1.33M | US$316M | +375K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 570K | US$272M | −155K | Jun 30, 2026 |
| Liberty Media Corporation - Series A Liberty Formula One | 2.35M | US$224M | +325K | Jun 30, 2026 |
| Home Depot, Inc. (the) | 600K | US$212M | +100K | Jun 30, 2026 |
| Lam Research Corporation | 400K | US$173M | new | Jun 30, 2026 |
| Burlington Stores, Inc. | 500K | US$158M | no change | Jun 30, 2026 |
| Planet Fitness, Inc. | 2.77M | US$145M | +250K | Jun 30, 2026 |
| Microsoft Corp. | 355K | US$132M | +40,000 | Jun 30, 2026 |
| Coupang, Inc. | 7.5M | US$130M | −400K | Jun 30, 2026 |
| Meta Platforms, Inc. | 220K | US$124M | +10,000 | Jun 30, 2026 |