Filed: 11/14/2025ACC: 0001172661-25-004849
📋 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 $3.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$3.75B
Total AUM (reported)
30.96M
Total Shares
Allocation by class
COM$1.28B34.3%
CL A$743.41M19.8%
SHS$463.69M12.4%
SPONSORD ADS$290.44M7.8%
SPONSORED ADS$258.34M6.9%
CL C CAP STK$206.59M5.5%
COM NEW$143.14M3.8%
Portfolio Concentration
Top 3$828.55M22.1%
4–10$1.49B39.9%
11–25$1.42B38.0%
Top 3 weight
22.1%
Top 10 weight
62.0%
Voting Authority Distribution
Total shares with voting rights: 30.96M
Sole
Full voting authority
25.63M
shares
% of voting shares82.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.33M
shares
% of voting shares17.2%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 82.8% of voting shares
Institutional Holdings24
Rows:
SEA LTD
SOLEShares1.63M
TypeSH
Market value$290.44M
7.75%
Sole
1.63M
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares1.57M
TypeSH
Market value$279.77M
7.47%
Sole
1.57M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares925K
TypeSH
Market value$258.34M
6.90%
Sole
0.00
Shared
0.00
None
925K
PLANET FITNESS INC
SOLEShares2.33M
TypeSH
Market value$241.34M
6.44%
Sole
2.33M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares445K
TypeSH
Market value$230.49M
6.15%
Sole
445K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares7M
TypeSH
Market value$225.40M
6.02%
Sole
7M
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares2.68M
TypeSH
Market value$206.59M
5.51%
Sole
0.00
Shared
0.00
None
2.68M
BURLINGTON STORES INC
SOLEShares800K
TypeSH
Market value$203.60M
5.43%
Sole
800K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares2.52M
TypeSH
Market value$193.47M
5.16%
Sole
2.52M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares475K
TypeSH
Market value$192.47M
5.14%
Sole
475K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares850K
TypeSH
Market value$186.63M
4.98%
Sole
850K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares240K
TypeSH
Market value$176.25M
4.70%
Sole
240K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares450K
TypeSH
Market value$142.95M
3.82%
Sole
450K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares1.13M
TypeSH
Market value$117.51M
3.14%
Sole
0.00
Shared
0.00
None
1.13M
FLUTTER ENTMT PLC
SOLEShares400K
TypeSH
Market value$101.60M
2.71%
Sole
400K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares975K
TypeSH
Market value$100.57M
2.68%
Sole
975K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares1.35M
TypeSH
Market value$100.43M
2.68%
Sole
1.35M
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares2M
TypeSH
Market value$96.90M
2.59%
Sole
2M
Shared
0.00
None
0.00
QORVO INC
SOLEShares1M
TypeSH
Market value$91.08M
2.43%
Sole
1M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares425K
TypeSH
Market value$82.32M
2.20%
Sole
425K
Shared
0.00
None
0.00
NEXSTAR MEDIA GROUP INC
SOLEShares375K
TypeSH
Market value$74.15M
1.98%
Sole
375K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares90K
TypeSH
Market value$64.67M
1.73%
Sole
90K
Shared
0.00
None
0.00
INNODATA INC
SOLEShares600K
TypeSH
Market value$46.24M
1.23%
Sole
0.00
Shared
0.00
None
600K
ADVANCE AUTO PARTS INC
SOLEShares700K
TypeSH
Market value$42.98M
1.15%
Sole
700K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEA LTDSOLE | SPONSORD ADS | 1.63M | SH | $290.44M 7.75% | 1.63M | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 1.57M | SH | $279.77M 7.47% | 1.57M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 925K | SH | $258.34M 6.90% | 0.00 | 0.00 | 925K |
PLANET FITNESS INCSOLE | CL A | 2.33M | SH | $241.34M 6.44% | 2.33M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 445K | SH | $230.49M 6.15% | 445K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 7M | SH | $225.40M 6.02% | 7M | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 2.68M | SH | $206.59M 5.51% | 0.00 | 0.00 | 2.68M |
BURLINGTON STORES INCSOLE | COM | 800K | SH | $203.60M 5.43% | 800K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 2.52M | SH | $193.47M 5.16% | 2.52M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 475K | SH | $192.47M 5.14% | 475K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 850K | SH | $186.63M 4.98% | 850K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 240K | SH | $176.25M 4.70% | 240K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 450K | SH | $142.95M 3.82% | 450K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.13M | SH | $117.51M 3.14% | 0.00 | 0.00 | 1.13M |
FLUTTER ENTMT PLCSOLE | SHS | 400K | SH | $101.60M 2.71% | 400K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 975K | SH | $100.57M 2.68% | 975K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 1.35M | SH | $100.43M 2.68% | 1.35M | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 2M | SH | $96.90M 2.59% | 2M | 0.00 | 0.00 |
QORVO INCSOLE | COM | 1M | SH | $91.08M 2.43% | 1M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 425K | SH | $82.32M 2.20% | 425K | 0.00 | 0.00 |
NEXSTAR MEDIA GROUP INCSOLE | COMMON STOCK | 375K | SH | $74.15M 1.98% | 375K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 90K | SH | $64.67M 1.73% | 90K | 0.00 | 0.00 |
INNODATA INCSOLE | COM NEW | 600K | SH | $46.24M 1.23% | 0.00 | 0.00 | 600K |
ADVANCE AUTO PARTS INCSOLE | COM | 700K | SH | $42.98M 1.15% | 700K | 0.00 | 0.00 |