Filed: 2/17/2026ACC: 0001172661-26-000862
📋 What this filing means
DORSAL CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $2.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$2.88B
Total AUM (reported)
25.56M
Total Shares
Allocation by class
CL A$775.48M27.0%
COM$716.32M24.9%
SHS$379.65M13.2%
SPONSORED ADS$281.10M9.8%
CL C CAP STK$199.54M6.9%
SPONSORD ADS$137.14M4.8%
COM SHS$111.90M3.9%
Portfolio Concentration
Top 3$840.55M29.2%
4–10$1.14B39.7%
11–25$894.63M31.1%
Top 3 weight
29.2%
Top 10 weight
68.9%
Voting Authority Distribution
Total shares with voting rights: 25.56M
Sole
Full voting authority
20.18M
shares
% of voting shares79.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.38M
shares
% of voting shares21.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeSole · 79.0% of voting shares
Institutional Holdings21
Rows:
PLANET FITNESS INC
SOLEShares2.75M
TypeSH
Market value$298.29M
10.37%
Sole
2.75M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares925K
TypeSH
Market value$281.10M
9.77%
Sole
0.00
Shared
0.00
None
925K
MICROSOFT CORP
SOLEShares540K
TypeSH
Market value$261.15M
9.08%
Sole
540K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares2.92M
TypeSH
Market value$199.54M
6.94%
Sole
0.00
Shared
0.00
None
2.92M
HOME DEPOT INC
SOLEShares500K
TypeSH
Market value$172.05M
5.98%
Sole
500K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares7.25M
TypeSH
Market value$171.03M
5.94%
Sole
7.25M
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares1.55M
TypeSH
Market value$161.03M
5.60%
Sole
1.55M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares725K
TypeSH
Market value$155.90M
5.42%
Sole
725K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares220K
TypeSH
Market value$145.22M
5.05%
Sole
220K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares475K
TypeSH
Market value$137.20M
4.77%
Sole
475K
Shared
0.00
None
0.00
SEA LTD
SOLEShares1.07M
TypeSH
Market value$137.14M
4.77%
Sole
1.07M
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares400K
TypeSH
Market value$118.40M
4.12%
Sole
400K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares1M
TypeSH
Market value$111.90M
3.89%
Sole
1M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares1.13M
TypeSH
Market value$110.82M
3.85%
Sole
0.00
Shared
0.00
None
1.13M
NUTANIX INC
SOLEShares1.60M
TypeSH
Market value$82.70M
2.87%
Sole
1.60M
Shared
0.00
None
0.00
TWILIO INC
SOLEShares550K
TypeSH
Market value$78.23M
2.72%
Sole
550K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares100K
TypeSH
Market value$67.38M
2.34%
Sole
100K
Shared
0.00
None
0.00
NEXSTAR MEDIA GROUP INC
SOLEShares325K
TypeSH
Market value$65.99M
2.29%
Sole
325K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares425K
TypeSH
Market value$62.71M
2.18%
Sole
425K
Shared
0.00
None
0.00
CAL MAINE FOODS INC
SOLEShares400K
TypeSH
Market value$31.83M
1.11%
Sole
0.00
Shared
0.00
None
400K
ADVANCE AUTO PARTS INC
SOLEShares700K
TypeSH
Market value$27.51M
0.96%
Sole
700K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PLANET FITNESS INCSOLE | CL A | 2.75M | SH | $298.29M 10.37% | 2.75M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 925K | SH | $281.10M 9.77% | 0.00 | 0.00 | 925K |
MICROSOFT CORPSOLE | COM | 540K | SH | $261.15M 9.08% | 540K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 2.92M | SH | $199.54M 6.94% | 0.00 | 0.00 | 2.92M |
HOME DEPOT INCSOLE | COM | 500K | SH | $172.05M 5.98% | 500K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 7.25M | SH | $171.03M 5.94% | 7.25M | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 1.55M | SH | $161.03M 5.60% | 1.55M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 725K | SH | $155.90M 5.42% | 725K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 220K | SH | $145.22M 5.05% | 220K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 475K | SH | $137.20M 4.77% | 475K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 1.07M | SH | $137.14M 4.77% | 1.07M | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 400K | SH | $118.40M 4.12% | 400K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 1M | SH | $111.90M 3.89% | 1M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.13M | SH | $110.82M 3.85% | 0.00 | 0.00 | 1.13M |
NUTANIX INCSOLE | CL A | 1.60M | SH | $82.70M 2.87% | 1.60M | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 550K | SH | $78.23M 2.72% | 550K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 100K | SH | $67.38M 2.34% | 100K | 0.00 | 0.00 |
NEXSTAR MEDIA GROUP INCSOLE | COMMON STOCK | 325K | SH | $65.99M 2.29% | 325K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 425K | SH | $62.71M 2.18% | 425K | 0.00 | 0.00 |
CAL MAINE FOODS INCSOLE | COM NEW | 400K | SH | $31.83M 1.11% | 0.00 | 0.00 | 400K |
ADVANCE AUTO PARTS INCSOLE | COM | 700K | SH | $27.51M 0.96% | 700K | 0.00 | 0.00 |