Filed: 2/14/2025ACC: 0001172661-25-000861
📋 What this filing means
DORSAL CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $4.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$4.23B
Total AUM (reported)
35.23M
Total Shares
Allocation by class
COM$1.91B45.2%
CL A$689.88M16.3%
SHS$441.42M10.4%
UNIT SER 1$383.42M9.1%
CL C CAP STK$248.07M5.9%
SPONSORD ADS$225.46M5.3%
COM NEW$122.29M2.9%
Portfolio Concentration
Top 3$1.15B27.1%
4–10$1.59B37.5%
11–25$1.49B35.3%
Top 3 weight
27.1%
Top 10 weight
64.7%
Voting Authority Distribution
Total shares with voting rights: 35.23M
Sole
Full voting authority
26.38M
shares
% of voting shares74.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.85M
shares
% of voting shares25.1%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeSole · 74.9% of voting shares
Institutional Holdings25
Rows:
AMAZON COM INC
SOLEShares1.77M
TypeSH
Market value$389.42M
9.20%
Sole
1.77M
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares750K
TypeSH
Market value$383.42M
9.06%
Sole
0.00
Shared
0.00
None
750K
APPLE INC
SOLEShares1.50M
TypeSH
Market value$375.63M
8.88%
Sole
0.00
Shared
0.00
None
1.50M
WIX COM LTD
SOLEShares1.43M
TypeSH
Market value$305.73M
7.22%
Sole
1.43M
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares3.35M
TypeSH
Market value$248.07M
5.86%
Sole
0.00
Shared
0.00
None
3.35M
US FOODS HLDG CORP
SOLEShares3.50M
TypeSH
Market value$236.11M
5.58%
Sole
3.50M
Shared
0.00
None
0.00
SEA LTD
SOLEShares2.13M
TypeSH
Market value$225.46M
5.33%
Sole
1.43M
Shared
0.00
None
700K
MICROSOFT CORP
SOLEShares495K
TypeSH
Market value$208.64M
4.93%
Sole
495K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares2M
TypeSH
Market value$197.74M
4.67%
Sole
2M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares285K
TypeSH
Market value$166.87M
3.94%
Sole
285K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares7.25M
TypeSH
Market value$159.35M
3.77%
Sole
7.25M
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares515K
TypeSH
Market value$146.81M
3.47%
Sole
515K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares525K
TypeSH
Market value$135.69M
3.21%
Sole
525K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares325K
TypeSH
Market value$126.42M
2.99%
Sole
325K
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares2.25M
TypeSH
Market value$122.29M
2.89%
Sole
2.25M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares160K
TypeSH
Market value$111.48M
2.63%
Sole
160K
Shared
0.00
None
0.00
RESTAURANT BRANDS INTL INC
SOLEShares1.70M
TypeSH
Market value$110.81M
2.62%
Sole
1.70M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares1.10M
TypeSH
Market value$101.93M
2.41%
Sole
0.00
Shared
0.00
None
1.10M
BROADCOM INC
SOLEShares400K
TypeSH
Market value$92.74M
2.19%
Sole
400K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares1.30M
TypeSH
Market value$90.28M
2.13%
Sole
1.30M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares450K
TypeSH
Market value$88.87M
2.10%
Sole
0.00
Shared
0.00
None
450K
AUTODESK INC
SOLEShares300K
TypeSH
Market value$88.67M
2.10%
Sole
300K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares1M
TypeSH
Market value$75.63M
1.79%
Sole
0.00
Shared
0.00
None
1M
ADVANCE AUTO PARTS INC
SOLEShares585K
TypeSH
Market value$27.66M
0.65%
Sole
585K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares164.49K
TypeSH
Market value$16.02M
0.38%
Sole
164.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.77M | SH | $389.42M 9.20% | 1.77M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 750K | SH | $383.42M 9.06% | 0.00 | 0.00 | 750K |
APPLE INCSOLE | COM | 1.50M | SH | $375.63M 8.88% | 0.00 | 0.00 | 1.50M |
WIX COM LTDSOLE | SHS | 1.43M | SH | $305.73M 7.22% | 1.43M | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 3.35M | SH | $248.07M 5.86% | 0.00 | 0.00 | 3.35M |
US FOODS HLDG CORPSOLE | COM | 3.50M | SH | $236.11M 5.58% | 3.50M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 2.13M | SH | $225.46M 5.33% | 1.43M | 0.00 | 700K |
MICROSOFT CORPSOLE | COM | 495K | SH | $208.64M 4.93% | 495K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 2M | SH | $197.74M 4.67% | 2M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 285K | SH | $166.87M 3.94% | 285K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 7.25M | SH | $159.35M 3.77% | 7.25M | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 515K | SH | $146.81M 3.47% | 515K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 525K | SH | $135.69M 3.21% | 525K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 325K | SH | $126.42M 2.99% | 325K | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 2.25M | SH | $122.29M 2.89% | 2.25M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 160K | SH | $111.48M 2.63% | 160K | 0.00 | 0.00 |
RESTAURANT BRANDS INTL INCSOLE | COM | 1.70M | SH | $110.81M 2.62% | 1.70M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.10M | SH | $101.93M 2.41% | 0.00 | 0.00 | 1.10M |
BROADCOM INCSOLE | COM | 400K | SH | $92.74M 2.19% | 400K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.30M | SH | $90.28M 2.13% | 1.30M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 450K | SH | $88.87M 2.10% | 0.00 | 0.00 | 450K |
AUTODESK INCSOLE | COM | 300K | SH | $88.67M 2.10% | 300K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 1M | SH | $75.63M 1.79% | 0.00 | 0.00 | 1M |
ADVANCE AUTO PARTS INCSOLE | COM | 585K | SH | $27.66M 0.65% | 585K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 164.49K | SH | $16.02M 0.38% | 164.49K | 0.00 | 0.00 |