Filed: 8/14/2025ACC: 0001172661-25-003410
📋 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 $3.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$3.75B
Total AUM (reported)
31.38M
Total Shares
Allocation by class
COM$1.31B34.9%
CL A$785.31M20.9%
SPONSORD ADS$455.83M12.2%
SHS$434.34M11.6%
SPONSORED ADS$243.48M6.5%
CL C CAP STK$171.62M4.6%
COM NEW$118.70M3.2%
Portfolio Concentration
Top 3$983.51M26.2%
4–10$1.46B39.0%
11–25$1.31B34.8%
Top 3 weight
26.2%
Top 10 weight
65.2%
Voting Authority Distribution
Total shares with voting rights: 31.38M
Sole
Full voting authority
25.11M
shares
% of voting shares80.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.28M
shares
% of voting shares20.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeSole · 80.0% of voting shares
Institutional Holdings25
Rows:
SEA LTD
SOLEShares2.85M
TypeSH
Market value$455.83M
12.15%
Sole
1.85M
Shared
0.00
None
1M
PLANET FITNESS INC
SOLEShares2.48M
TypeSH
Market value$269.90M
7.20%
Sole
2.48M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.18M
TypeSH
Market value$257.78M
6.87%
Sole
1.18M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares500K
TypeSH
Market value$248.71M
6.63%
Sole
500K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.07M
TypeSH
Market value$243.48M
6.49%
Sole
0.00
Shared
0.00
None
1.07M
COUPANG INC
SOLEShares7.30M
TypeSH
Market value$218.71M
5.83%
Sole
7.30M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares2.75M
TypeSH
Market value$211.78M
5.65%
Sole
2.75M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares525K
TypeSH
Market value$192.49M
5.13%
Sole
525K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares750K
TypeSH
Market value$174.48M
4.65%
Sole
750K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares2.45M
TypeSH
Market value$171.62M
4.58%
Sole
0.00
Shared
0.00
None
2.45M
META PLATFORMS INC
SOLEShares230K
TypeSH
Market value$169.76M
4.53%
Sole
230K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares1.05M
TypeSH
Market value$166.38M
4.44%
Sole
1.05M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares525K
TypeSH
Market value$150.02M
4.00%
Sole
525K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares425K
TypeSH
Market value$131.57M
3.51%
Sole
425K
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares2.15M
TypeSH
Market value$118.70M
3.17%
Sole
2.15M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares375K
TypeSH
Market value$117.93M
3.14%
Sole
375K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares1.10M
TypeSH
Market value$114.95M
3.06%
Sole
0.00
Shared
0.00
None
1.10M
SHARKNINJA INC
SOLEShares850K
TypeSH
Market value$84.14M
2.24%
Sole
850K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares900K
TypeSH
Market value$68.80M
1.83%
Sole
900K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares400K
TypeSH
Market value$54.53M
1.45%
Sole
0.00
Shared
0.00
None
400K
APPLOVIN CORP
SOLEShares100K
TypeSH
Market value$35.01M
0.93%
Sole
100K
Shared
0.00
None
0.00
QORVO INC
SOLEShares405K
TypeSH
Market value$34.39M
0.92%
Sole
405K
Shared
0.00
None
0.00
ADVANCE AUTO PARTS INC
SOLEShares700K
TypeSH
Market value$32.54M
0.87%
Sole
700K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares250K
TypeSH
Market value$23.32M
0.62%
Sole
0.00
Shared
0.00
None
250K
HINGE HEALTH INC
SOLEShares70K
TypeSH
Market value$3.62M
0.10%
Sole
70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEA LTDSOLE | SPONSORD ADS | 2.85M | SH | $455.83M 12.15% | 1.85M | 0.00 | 1M |
PLANET FITNESS INCSOLE | CL A | 2.48M | SH | $269.90M 7.20% | 2.48M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.18M | SH | $257.78M 6.87% | 1.18M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 500K | SH | $248.71M 6.63% | 500K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.07M | SH | $243.48M 6.49% | 0.00 | 0.00 | 1.07M |
COUPANG INCSOLE | CL A | 7.30M | SH | $218.71M 5.83% | 7.30M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 2.75M | SH | $211.78M 5.65% | 2.75M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 525K | SH | $192.49M 5.13% | 525K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 750K | SH | $174.48M 4.65% | 750K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 2.45M | SH | $171.62M 4.58% | 0.00 | 0.00 | 2.45M |
META PLATFORMS INCSOLE | CL A | 230K | SH | $169.76M 4.53% | 230K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 1.05M | SH | $166.38M 4.44% | 1.05M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 525K | SH | $150.02M 4.00% | 525K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 425K | SH | $131.57M 3.51% | 425K | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 2.15M | SH | $118.70M 3.17% | 2.15M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 375K | SH | $117.93M 3.14% | 375K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.10M | SH | $114.95M 3.06% | 0.00 | 0.00 | 1.10M |
SHARKNINJA INCSOLE | COM SHS | 850K | SH | $84.14M 2.24% | 850K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 900K | SH | $68.80M 1.83% | 900K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 400K | SH | $54.53M 1.45% | 0.00 | 0.00 | 400K |
APPLOVIN CORPSOLE | COM CL A | 100K | SH | $35.01M 0.93% | 100K | 0.00 | 0.00 |
QORVO INCSOLE | COM | 405K | SH | $34.39M 0.92% | 405K | 0.00 | 0.00 |
ADVANCE AUTO PARTS INCSOLE | COM | 700K | SH | $32.54M 0.87% | 700K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 250K | SH | $23.32M 0.62% | 0.00 | 0.00 | 250K |
HINGE HEALTH INCSOLE | CL A | 70K | SH | $3.62M 0.10% | 70K | 0.00 | 0.00 |