Dorsal Capital Management
Long Only- Manager
- Dorsal Capital Management
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $2.78B
- Positions
- 22
- CIK
- 0001547007
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Amazon Com IncAMZNHISTORY | 11.36% | +39.5% | $315.8M | 1,325,001 | +375,000 | 0.01% | 13F |
| 2 | Taiwan Semiconductor ManufacTSMHISTORY | 9.80% | (21.4%) | $272.2M | 570,000 | (155,000) | 0.00% | 13F |
| 3 | Liberty Media Corp DelFWONKHISTORY | 8.05% | +16.0% | $223.6M | 2,350,000 | +325,000 | 0.70% | 13F |
| 4 | Home Depot IncHDHISTORY | 7.61% | +20.0% | $211.6M | 600,000 | +100,000 | 0.06% | 13F |
| 5 | Lam Research CorpLRCXHISTORY | 6.24% | NEW | $173.3M | 400,000 | +400,000 | 0.03% | 13F |
| 6 | Spotify Technology S ASPOTHISTORY | 5.95% | +71.4% | $165.3M | 360,000 | +150,000 | 0.17% | 13F |
| 7 | Burlington Stores IncBURLHISTORY | 5.70% | — | $158.4M | 500,000 | — | 0.80% | 13F |
| 8 | Sea LTDSEHISTORY | 5.34% | +17.0% | $148.5M | 1,550,000 | +225,000 | 0.26% | 13F |
| 9 | Planet Fitness Master IssuerPLNTHISTORY | 5.21% | +9.9% | $144.8M | 2,775,000 | +250,000 | — | 13F |
| 10 | Microsoft CorpMSFTHISTORY | 4.77% | +12.7% | $132.4M | 355,000 | +40,000 | 0.00% | 13F |
| 11 | Coupang IncCPNGHISTORY | 4.69% | (5.1%) | $130.3M | 7,500,000 | (400,000) | 0.41% | 13F |
| 12 | Meta Platforms IncMETAHISTORY | 4.46% | +4.8% | $123.9M | 220,000 | +10,000 | 0.01% | 13F |
| 13 | Semtech CorpSMTCHISTORY | 3.20% | (31.3%) | $89.0M | 550,000 | (250,000) | 0.59% | 13F |
| 14 | Twilio IncTWLOHISTORY | 2.97% | (42.9%) | $82.5M | 400,000 | (300,000) | 0.26% | 13F |
| 15 | Okta IncOKTAHISTORY | 2.95% | NEW | $81.9M | 600,000 | +600,000 | 0.34% | 13F |
| 16 | Jfrog LTDFROGHISTORY | 2.86% | (23.9%) | $79.5M | 875,000 | (275,000) | 0.71% | 13F |
| 17 | Sharkninja IncSNHISTORY | 2.74% | (50.0%) | $76.1M | 500,000 | (500,000) | 0.35% | 13F |
| 18 | V F CorpVFCHISTORY | 1.95% | +35.4% | $54.2M | 3,250,000 | +850,000 | — | 13F |
| 19 | Nexstar Media Group IncNXSTHISTORY | 1.61% | — | $44.6M | 250,000 | — | 0.81% | 13F |
| 20 | Southwest Airls CoLUVHISTORY | 1.20% | NEW | $33.4M | 650,000 | +650,000 | 0.13% | 13F |
| 21 | US Foods Hldg CorpUSFDHISTORY | 1.10% | NEW | $30.7M | 300,000 | +300,000 | 0.14% | 13F |
| 22 | Space Exploration Techn CorpSPCXHISTORY | 0.25% | NEW | $6.8M | 40,000 | +40,000 | 0.00% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology