Institutions / Dorsal Capital Management, LP
Dorsal Capital Management, LP
CIK 1547007 · Institution · as of Dec 31, 2025
Portfolio value
$2.85B
Positions
20
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Planet Fitness, Inc. | $298.29M | 10.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $281.10M | 9.9% |
| Microsoft Corp | $261.15M | 9.2% |
| Zillow Group, Inc. | $199.54M | 7.0% |
| Home Depot, Inc. | $172.05M | 6.0% |
| Coupang, Inc. | $171.03M | 6.0% |
| Wix.com Ltd. | $161.03M | 5.7% |
| Flutter Entertainment plc | $155.90M | 5.5% |
| Meta Platforms Inc | $145.22M | 5.1% |
| Burlington Stores, Inc. | $137.20M | 4.8% |
| Sea Ltd | $137.14M | 4.8% |
| Autodesk, Inc. | $118.40M | 4.2% |
| Sharkninja Inc | $111.90M | 3.9% |
| Liberty Media Corp-Liberty Formula One | $110.82M | 3.9% |
| Nutanix, Inc. | $82.70M | 2.9% |
| Twilio Inc | $78.23M | 2.7% |
| AppLovin Corp | $67.38M | 2.4% |
| Nexstar Media Group, Inc. | $65.99M | 2.3% |
| Monday.Com Ltd | $62.71M | 2.2% |
| Advance Auto Parts Inc | $27.51M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.