Dorsal Capital Management, LP
Net seller this quarter
$2.82B
22
-$30.9M
68.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $316M | 11.18% | 0.01% | +39.5% | Q1 2016 |
 TSM | $272M | 9.64% | 0.00% | -21.4% | Q4 2024 |
 FWONK | $224M | 7.92% | Not reported | +16.1% | Q2 2017 |
 HD | $212M | 7.49% | 0.06% | +20.0% | Q4 2017 |
 LRCX | $173M | 6.14% | 0.03% | Not reported | Q4 2013 |
 SPOT | $165M | 5.85% | 0.17% | +71.4% | Q1 2026 |
 BURL | $158M | 5.61% | 0.79% | Not reported | Q2 2019 |
 SE | $149M | 5.26% | 0.88% | +17.0% | Q3 2024 |
 PLNT | $145M | 5.13% | 2775000.00% | +9.9% | Q4 2020 |
 MSFT | $132M | 4.69% | 0.00% | +12.7% | Q3 2014 |
 CPNG | $130M | 4.61% | Not reported | -5.1% | Q1 2024 |
 META | $124M | 4.39% | Not reported | +4.8% | Q3 2013 |
 SMTC | $89M | 3.15% | 0.59% | -31.3% | Q1 2026 |
 TWLO | $82.5M | 2.92% | 0.26% | -42.9% | Q4 2019 |
 OKTA | $81.9M | 2.90% | Not reported | New | Q2 2026 |
 FROG | $79.5M | 2.82% | 0.71% | -23.9% | Q1 2026 |
 SN | $76.1M | 2.70% | 0.35% | -50.0% | Q4 2024 |
 VFC | $54.2M | 1.92% | 0.83% | +35.4% | Q2 2023 |
 NXST | $44.6M | 1.58% | 0.81% | Not reported | Q3 2025 |
 LUV | $33.4M | 1.18% | 0.13% | New | Q2 2026 |
 USFD | $30.7M | 1.09% | 0.14% | Not reported | Q1 2021 |
 SPCX | $6.83M | 0.24% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| TSM | $245M | 9.52% | 0.00% | -21.6% | Q4 2024 |
| AMZN | $198M | 7.69% | 0.01% | Not reported | Q1 2016 |
| PLNT | $188M | 7.30% | 2525000.00% | -8.2% | Q4 2020 |
| FWONK | $172M | 6.69% | Not reported | +80.0% | Q2 2017 |
| HD | $164M | 6.39% | 0.05% | Not reported | Q4 2017 |
| BURL | $163M | 6.32% | 0.80% | +5.3% | Q2 2019 |
| CPNG | $149M | 5.80% | Not reported | +9.0% | Q1 2024 |
| META | $120M | 4.67% | Not reported | -4.6% | Q3 2013 |
| MSFT | $117M | 4.53% | 0.00% | -41.7% | Q3 2014 |
| SE | $110M | 4.27% | 0.75% | +23.3% | Q3 2024 |
| SN | $106M | 4.12% | 0.71% | Not reported | Q4 2024 |
| SPOT | $102M | 3.96% | 0.10% | New | Q1 2026 |
 Z | $101M | 3.94% | Not reported | -16.2% | Q1 2016 |
| TWLO | $88.1M | 3.42% | 0.46% | +27.3% | Q4 2019 |
 ADSK | $83.8M | 3.26% | 0.17% | -12.5% | Q1 2013 |
| SMTC | $61.5M | 2.39% | 0.86% | New | Q1 2026 |
| FROG | $54M | 2.10% | 0.95% | New | Q1 2026 |
 NTNX | $49.4M | 1.92% | 0.49% | -18.8% | Q4 2018 |
| NXST | $45.2M | 1.76% | 0.82% | -23.1% | Q3 2025 |
 ECHO | $41M | 1.59% | 0.73% | New | Q1 2026 |
| VFC | $40.8M | 1.58% | 0.61% | Not reported | Q2 2023 |
 AAP | $36.9M | 1.44% | 1.16% | Not reported | Q1 2024 |
 WIX | $31.5M | 1.23% | 0.64% | -77.4% | Q1 2024 |
 APP | $29.9M | 1.16% | 0.02% | -25.0% | Q1 2022 |
 SPY | $18.5M | 0.72% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| PLNT | $298M | 10.37% | 2750000.00% | +18.3% | Q4 2020 |
| TSM | $281M | 9.77% | 0.00% | Not reported | Q4 2024 |
| MSFT | $261M | 9.08% | 0.01% | +21.4% | Q3 2014 |
| Z | $200M | 6.94% | Not reported | +9.1% | Q1 2016 |
| HD | $172M | 5.98% | 0.05% | +5.3% | Q4 2017 |
| CPNG | $171M | 5.94% | Not reported | +3.6% | Q1 2024 |
| WIX | $161M | 5.60% | 2.82% | -1.6% | Q1 2024 |
 FLUT | $156M | 5.42% | 0.41% | +81.3% | Q3 2024 |
| META | $145M | 5.05% | Not reported | -8.3% | Q3 2013 |
| BURL | $137M | 4.77% | 0.75% | -40.6% | Q2 2019 |
| SE | $137M | 4.77% | 0.61% | -33.9% | Q3 2024 |
| ADSK | $118M | 4.12% | 0.19% | -11.1% | Q1 2013 |
| SN | $112M | 3.89% | 0.71% | +2.6% | Q4 2024 |
| FWONK | $111M | 3.85% | Not reported | Not reported | Q2 2017 |
| NTNX | $82.7M | 2.87% | 0.59% | +18.5% | Q4 2018 |
| TWLO | $78.2M | 2.72% | 0.36% | Not reported | Q4 2019 |
| APP | $67.4M | 2.34% | 0.03% | +11.1% | Q1 2022 |
| NXST | $66M | 2.29% | 1.07% | -13.3% | Q3 2025 |
 MNDY | $62.7M | 2.18% | 0.83% | Not reported | Q1 2025 |
| AAP | $27.5M | 0.96% | 1.17% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| SE | $290M | 7.75% | 0.92% | -12.2% | Q3 2024 |
| WIX | $280M | 7.47% | 2.81% | +50.0% | Q1 2024 |
| TSM | $258M | 6.90% | 0.00% | -14.0% | Q4 2024 |
| PLNT | $241M | 6.44% | 2325000.00% | -6.1% | Q4 2020 |
| MSFT | $230M | 6.15% | 0.01% | -11.0% | Q3 2014 |
| CPNG | $225M | 6.02% | Not reported | -4.1% | Q1 2024 |
| Z | $207M | 5.51% | Not reported | +9.4% | Q1 2016 |
| BURL | $204M | 5.43% | 1.27% | +6.7% | Q2 2019 |
| USFD | $193M | 5.16% | 1.12% | -8.2% | Q1 2021 |
| HD | $192M | 5.14% | 0.05% | -9.5% | Q4 2017 |
| AMZN | $187M | 4.98% | 0.01% | -27.7% | Q1 2016 |
| META | $176M | 4.70% | Not reported | +4.4% | Q3 2013 |
| ADSK | $143M | 3.82% | 0.21% | +5.9% | Q1 2013 |
| FWONK | $118M | 3.14% | Not reported | +2.3% | Q2 2017 |
| FLUT | $102M | 2.71% | 0.23% | -23.8% | Q3 2024 |
| SN | $101M | 2.68% | 0.69% | +14.7% | Q4 2024 |
| NTNX | $100M | 2.68% | 0.50% | +50.0% | Q4 2018 |
 DT | $96.9M | 2.59% | 0.66% | -7.0% | Q3 2020 |
 QRVO | $91.1M | 2.43% | 1.08% | +146.9% | Q2 2025 |
| MNDY | $82.3M | 2.20% | 0.82% | +13.3% | Q1 2025 |
| NXST | $74.2M | 1.98% | 1.24% | New | Q3 2025 |
| APP | $64.7M | 1.73% | 0.03% | -10.0% | Q1 2022 |
| AAP | $43M | 1.15% | 1.17% | Not reported | Q1 2024 |