Filed: 5/15/2025ACC: 0001172661-25-001950
📋 What this filing means
DORSAL CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $3.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$3.27B
Total AUM (reported)
32.07M
Total Shares
Allocation by class
COM$1.18B36.1%
CL A$639.24M19.5%
SHS$427.78M13.1%
SPONSORD ADS$326.23M10.0%
CL C CAP STK$209.11M6.4%
SPONSORED ADS$166.00M5.1%
COM NEW$101.37M3.1%
Portfolio Concentration
Top 3$867.54M26.5%
4–10$1.27B39.0%
11–25$1.13B34.5%
Top 3 weight
26.5%
Top 10 weight
65.5%
Voting Authority Distribution
Total shares with voting rights: 32.07M
Sole
Full voting authority
25.42M
shares
% of voting shares79.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.65M
shares
% of voting shares20.7%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 79.3% of voting shares
Institutional Holdings24
Rows:
SEA LTD
SOLEShares2.50M
TypeSH
Market value$326.23M
9.97%
Sole
1.50M
Shared
0.00
None
1M
AMAZON COM INC
SOLEShares1.60M
TypeSH
Market value$304.42M
9.31%
Sole
1.60M
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares1.45M
TypeSH
Market value$236.90M
7.24%
Sole
1.45M
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares2.30M
TypeSH
Market value$222.20M
6.79%
Sole
2.30M
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares3.05M
TypeSH
Market value$209.11M
6.39%
Sole
0.00
Shared
0.00
None
3.05M
US FOODS HLDG CORP
SOLEShares2.88M
TypeSH
Market value$188.20M
5.75%
Sole
2.88M
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares700K
TypeSH
Market value$166.83M
5.10%
Sole
700K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1M
TypeSH
Market value$166.00M
5.07%
Sole
0.00
Shared
0.00
None
1M
MICROSOFT CORP
SOLEShares435K
TypeSH
Market value$163.29M
4.99%
Sole
435K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares275K
TypeSH
Market value$158.50M
4.85%
Sole
275K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares7M
TypeSH
Market value$153.51M
4.69%
Sole
7M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares400K
TypeSH
Market value$146.60M
4.48%
Sole
400K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares425K
TypeSH
Market value$111.27M
3.40%
Sole
425K
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares2.15M
TypeSH
Market value$101.37M
3.10%
Sole
2.15M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares450K
TypeSH
Market value$99.70M
3.05%
Sole
450K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares1.10M
TypeSH
Market value$99.01M
3.03%
Sole
0.00
Shared
0.00
None
1.10M
MONDAY COM LTD
SOLEShares375K
TypeSH
Market value$91.19M
2.79%
Sole
375K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares455K
TypeSH
Market value$76.18M
2.33%
Sole
455K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares850K
TypeSH
Market value$70.90M
2.17%
Sole
850K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares900K
TypeSH
Market value$62.83M
1.92%
Sole
900K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares180K
TypeSH
Market value$47.69M
1.46%
Sole
180K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares500K
TypeSH
Market value$42.20M
1.29%
Sole
0.00
Shared
0.00
None
500K
ADVANCE AUTO PARTS INC
SOLEShares600K
TypeSH
Market value$23.53M
0.72%
Sole
600K
Shared
0.00
None
0.00
AURORA INNOVATION INC
SOLEShares500K
TypeSH
Market value$3.36M
0.10%
Sole
500K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEA LTDSOLE | SPONSORD ADS | 2.50M | SH | $326.23M 9.97% | 1.50M | 0.00 | 1M |
AMAZON COM INCSOLE | COM | 1.60M | SH | $304.42M 9.31% | 1.60M | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 1.45M | SH | $236.90M 7.24% | 1.45M | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 2.30M | SH | $222.20M 6.79% | 2.30M | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 3.05M | SH | $209.11M 6.39% | 0.00 | 0.00 | 3.05M |
US FOODS HLDG CORPSOLE | COM | 2.88M | SH | $188.20M 5.75% | 2.88M | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 700K | SH | $166.83M 5.10% | 700K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1M | SH | $166.00M 5.07% | 0.00 | 0.00 | 1M |
MICROSOFT CORPSOLE | COM | 435K | SH | $163.29M 4.99% | 435K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 275K | SH | $158.50M 4.85% | 275K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 7M | SH | $153.51M 4.69% | 7M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 400K | SH | $146.60M 4.48% | 400K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 425K | SH | $111.27M 3.40% | 425K | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 2.15M | SH | $101.37M 3.10% | 2.15M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 450K | SH | $99.70M 3.05% | 450K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.10M | SH | $99.01M 3.03% | 0.00 | 0.00 | 1.10M |
MONDAY COM LTDSOLE | SHS | 375K | SH | $91.19M 2.79% | 375K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 455K | SH | $76.18M 2.33% | 455K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 850K | SH | $70.90M 2.17% | 850K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 900K | SH | $62.83M 1.92% | 900K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 180K | SH | $47.69M 1.46% | 180K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 500K | SH | $42.20M 1.29% | 0.00 | 0.00 | 500K |
ADVANCE AUTO PARTS INCSOLE | COM | 600K | SH | $23.53M 0.72% | 600K | 0.00 | 0.00 |
AURORA INNOVATION INCSOLE | CLASS A COM | 500K | SH | $3.36M 0.10% | 500K | 0.00 | 0.00 |