Filed: 8/14/2026ACC: 0001172661-26-003525
📋 What this filing means
DORSAL CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $2.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$2.82B
Total AUM (reported)
28.92M
Total Shares
Allocation by class
COM$1.04B36.7%
CL A$598.11M21.2%
SPONSORED ADS$272.21M9.6%
COM LBTY ONE S C$223.58M7.9%
COM NEW$173.33M6.1%
SHS$165.29M5.9%
SPONSORD ADS$148.54M5.3%
Portfolio Concentration
Top 3$811.59M28.7%
4–10$1.17B41.3%
11–25$845.86M29.9%
Top 3 weight
28.7%
Top 10 weight
70.1%
Voting Authority Distribution
Total shares with voting rights: 28.92M
Sole
Full voting authority
23M
shares
% of voting shares79.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.92M
shares
% of voting shares20.5%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeSole · 79.5% of voting shares
Institutional Holdings23
Rows:
AMAZON COM INC
SOLEShares1.33M
TypeSH
Market value$315.80M
11.18%
Sole
1.33M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares570K
TypeSH
Market value$272.21M
9.64%
Sole
0.00
Shared
0.00
None
570K
LIBERTY MEDIA CORP DEL
SOLEShares2.35M
TypeSH
Market value$223.58M
7.92%
Sole
0.00
Shared
0.00
None
2.35M
HOME DEPOT INC
SOLEShares600K
TypeSH
Market value$211.61M
7.49%
Sole
600K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares400K
TypeSH
Market value$173.33M
6.14%
Sole
400K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares360K
TypeSH
Market value$165.29M
5.85%
Sole
360K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares9.50M
TypeSH
Market value$165.01M
5.84%
Sole
7.50M
Shared
0.00
None
2M
BURLINGTON STORES INC
SOLEShares500K
TypeSH
Market value$158.40M
5.61%
Sole
500K
Shared
0.00
None
0.00
SEA LTD
SOLEShares1.55M
TypeSH
Market value$148.54M
5.26%
Sole
1.55M
Shared
0.00
None
0.00
PLANET FITNESS MASTER ISSUER
SOLEShares2.77M
TypeSH
Market value$144.77M
5.13%
Sole
2.77M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares355K
TypeSH
Market value$132.42M
4.69%
Sole
355K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares220K
TypeSH
Market value$123.92M
4.39%
Sole
220K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares550K
TypeSH
Market value$89.02M
3.15%
Sole
550K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares400K
TypeSH
Market value$82.53M
2.92%
Sole
400K
Shared
0.00
None
0.00
OKTA INC
SOLEShares600K
TypeSH
Market value$81.87M
2.90%
Sole
600K
Shared
0.00
None
0.00
JFROG LTD
SOLEShares875K
TypeSH
Market value$79.52M
2.82%
Sole
875K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares500K
TypeSH
Market value$76.14M
2.70%
Sole
500K
Shared
0.00
None
0.00
V F CORP
SOLEShares3.25M
TypeSH
Market value$54.21M
1.92%
Sole
3.25M
Shared
0.00
None
0.00
NEXSTAR MEDIA GROUP INC
SOLEShares250K
TypeSH
Market value$44.65M
1.58%
Sole
250K
Shared
0.00
None
0.00
SOUTHWEST AIRLS CO
SOLEShares650K
TypeSH
Market value$33.42M
1.18%
Sole
650K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares300K
TypeSH
Market value$30.68M
1.09%
Sole
300K
Shared
0.00
None
0.00
RED CAT HLDGS INC
SOLEShares1M
TypeSH
Market value$10.65M
0.38%
Sole
0.00
Shared
0.00
None
1M
SPACE EXPLORATION TECHN CORP
SOLEShares40K
TypeSH
Market value$6.83M
0.24%
Sole
40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.33M | SH | $315.80M 11.18% | 1.33M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 570K | SH | $272.21M 9.64% | 0.00 | 0.00 | 570K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 2.35M | SH | $223.58M 7.92% | 0.00 | 0.00 | 2.35M |
HOME DEPOT INCSOLE | COM | 600K | SH | $211.61M 7.49% | 600K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 400K | SH | $173.33M 6.14% | 400K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 360K | SH | $165.29M 5.85% | 360K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 9.50M | SH | $165.01M 5.84% | 7.50M | 0.00 | 2M |
BURLINGTON STORES INCSOLE | COM | 500K | SH | $158.40M 5.61% | 500K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 1.55M | SH | $148.54M 5.26% | 1.55M | 0.00 | 0.00 |
PLANET FITNESS MASTER ISSUERSOLE | CL A | 2.77M | SH | $144.77M 5.13% | 2.77M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 355K | SH | $132.42M 4.69% | 355K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 220K | SH | $123.92M 4.39% | 220K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 550K | SH | $89.02M 3.15% | 550K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 400K | SH | $82.53M 2.92% | 400K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 600K | SH | $81.87M 2.90% | 600K | 0.00 | 0.00 |
JFROG LTDSOLE | ORD SHS | 875K | SH | $79.52M 2.82% | 875K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 500K | SH | $76.14M 2.70% | 500K | 0.00 | 0.00 |
V F CORPSOLE | COM | 3.25M | SH | $54.21M 1.92% | 3.25M | 0.00 | 0.00 |
NEXSTAR MEDIA GROUP INCSOLE | COMMON STOCK | 250K | SH | $44.65M 1.58% | 250K | 0.00 | 0.00 |
SOUTHWEST AIRLS COSOLE | COM | 650K | SH | $33.42M 1.18% | 650K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 300K | SH | $30.68M 1.09% | 300K | 0.00 | 0.00 |
RED CAT HLDGS INCSOLE | COM | 1M | SH | $10.65M 0.38% | 0.00 | 0.00 | 1M |
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 40K | SH | $6.83M 0.24% | 40K | 0.00 | 0.00 |