Filed: 5/15/2026ACC: 0001172661-26-002068
📋 What this filing means
DORSAL CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $2.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$2.57B
Total AUM (reported)
29.69M
Total Shares
Allocation by class
COM$914.12M35.5%
CL A$635.57M24.7%
SPONSORED ADS$245.01M9.5%
COM LBTY ONE S C$172.17M6.7%
SHS$133.36M5.2%
SPONSORD ADS$109.72M4.3%
COM SHS$105.90M4.1%
Portfolio Concentration
Top 3$630.68M24.5%
4–10$994.93M38.7%
11–25$920.65M35.8%
Rest$26.37M1.0%
Top 3 weight
24.5%
Top 10 weight
63.2%
Voting Authority Distribution
Total shares with voting rights: 29.69M
Sole
Full voting authority
23.89M
shares
% of voting shares80.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.80M
shares
% of voting shares19.5%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 80.5% of voting shares
Institutional Holdings27
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares725K
TypeSH
Market value$245.01M
9.52%
Sole
0.00
Shared
0.00
None
725K
AMAZON COM INC
SOLEShares950K
TypeSH
Market value$197.86M
7.69%
Sole
950K
Shared
0.00
None
0.00
PLANET FITNESS MASTER ISSUER
SOLEShares2.52M
TypeSH
Market value$187.81M
7.30%
Sole
2.52M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares2.02M
TypeSH
Market value$172.17M
6.69%
Sole
0.00
Shared
0.00
None
2.02M
HOME DEPOT INC
SOLEShares500K
TypeSH
Market value$164.44M
6.39%
Sole
500K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares500K
TypeSH
Market value$162.69M
6.32%
Sole
500K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares7.90M
TypeSH
Market value$149.15M
5.80%
Sole
7.90M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares210K
TypeSH
Market value$120.15M
4.67%
Sole
210K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares315K
TypeSH
Market value$116.60M
4.53%
Sole
315K
Shared
0.00
None
0.00
SEA LTD
SOLEShares1.32M
TypeSH
Market value$109.72M
4.27%
Sole
1.32M
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares1M
TypeSH
Market value$105.90M
4.12%
Sole
1M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares210K
TypeSH
Market value$101.83M
3.96%
Sole
210K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares2.45M
TypeSH
Market value$101.38M
3.94%
Sole
0.00
Shared
0.00
None
2.45M
TWILIO INC
SOLEShares700K
TypeSH
Market value$88.07M
3.42%
Sole
700K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares350K
TypeSH
Market value$83.79M
3.26%
Sole
350K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares800K
TypeSH
Market value$61.51M
2.39%
Sole
800K
Shared
0.00
None
0.00
JFROG LTD
SOLEShares1.15M
TypeSH
Market value$53.97M
2.10%
Sole
1.15M
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares500K
TypeSH
Market value$49.52M
1.93%
Sole
0.00
Shared
0.00
None
500K
NUTANIX INC
SOLEShares1.30M
TypeSH
Market value$49.41M
1.92%
Sole
1.30M
Shared
0.00
None
0.00
NEXSTAR MEDIA GROUP INC
SOLEShares250K
TypeSH
Market value$45.21M
1.76%
Sole
250K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares350K
TypeSH
Market value$40.97M
1.59%
Sole
350K
Shared
0.00
None
0.00
V F CORP
SOLEShares2.40M
TypeSH
Market value$40.78M
1.58%
Sole
2.40M
Shared
0.00
None
0.00
ADVANCE AUTO PARTS INC
SOLEShares700K
TypeSH
Market value$36.92M
1.44%
Sole
700K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares350K
TypeSH
Market value$31.52M
1.23%
Sole
350K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares75K
TypeSH
Market value$29.85M
1.16%
Sole
75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 725K | SH | $245.01M 9.52% | 0.00 | 0.00 | 725K |
AMAZON COM INCSOLE | COM | 950K | SH | $197.86M 7.69% | 950K | 0.00 | 0.00 |
PLANET FITNESS MASTER ISSUERSOLE | CL A | 2.52M | SH | $187.81M 7.30% | 2.52M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 2.02M | SH | $172.17M 6.69% | 0.00 | 0.00 | 2.02M |
HOME DEPOT INCSOLE | COM | 500K | SH | $164.44M 6.39% | 500K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 500K | SH | $162.69M 6.32% | 500K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 7.90M | SH | $149.15M 5.80% | 7.90M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 210K | SH | $120.15M 4.67% | 210K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 315K | SH | $116.60M 4.53% | 315K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 1.32M | SH | $109.72M 4.27% | 1.32M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 1M | SH | $105.90M 4.12% | 1M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 210K | SH | $101.83M 3.96% | 210K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 2.45M | SH | $101.38M 3.94% | 0.00 | 0.00 | 2.45M |
TWILIO INCSOLE | CL A | 700K | SH | $88.07M 3.42% | 700K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 350K | SH | $83.79M 3.26% | 350K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 800K | SH | $61.51M 2.39% | 800K | 0.00 | 0.00 |
JFROG LTDSOLE | ORD SHS | 1.15M | SH | $53.97M 2.10% | 1.15M | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 500K | SH | $49.52M 1.93% | 0.00 | 0.00 | 500K |
NUTANIX INCSOLE | CL A | 1.30M | SH | $49.41M 1.92% | 1.30M | 0.00 | 0.00 |
NEXSTAR MEDIA GROUP INCSOLE | COMMON STOCK | 250K | SH | $45.21M 1.76% | 250K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 350K | SH | $40.97M 1.59% | 350K | 0.00 | 0.00 |
V F CORPSOLE | COM | 2.40M | SH | $40.78M 1.58% | 2.40M | 0.00 | 0.00 |
ADVANCE AUTO PARTS INCSOLE | COM | 700K | SH | $36.92M 1.44% | 700K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 350K | SH | $31.52M 1.23% | 350K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 75K | SH | $29.85M 1.16% | 75K | 0.00 | 0.00 |
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