Dorsal Capital Management, LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$3.1B
Holdings
28
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 4,200,000 | $433.8T | 13881833.95% | Call |
| 2 | MLB1MERCADOLIBRE INC | 245,000 | $322.9T | 10333335.79% | Put |
| 3 | ATVIEURACTIVISION BLIZZARD INC | 3,250,000 | $278.2T | 8901140.68% | |
| 4 | WMTWALMART INC | 1,250,000 | $184.3T | 5897854.68% | |
| 5 | LBRDKLIBERTY BROADBAND CORP | 2,130,000 | $174.0T | 5568534.79% | |
| 6 | MSFTMICROSOFT CORP | 600,000 | $173.0T | 5535223.61% | |
| 7 | AAPLAPPLE INC | 1,000,000 | $164.9T | 5276669.98% | Put |
| 8 | USFDUS FOODS HLDG CORP | 4,400,000 | $162.5T | 5201023.85% | |
| 9 | MDBMONGODB INC | 685,000 | $159.7T | 5109864.49% | |
| 10 | QSRRESTAURANT BRANDS INTL INC | 1,750,000 | $117.5T | 3759747.36% | |
| 11 | FIVEFIVE BELOW INC | 550,000 | $113.3T | 3624982.68% | |
| 12 | CRMSALESFORCE INC | 550,000 | $109.9T | 3516041.36% | |
| 13 | METAMETA PLATFORMS INC | 400,000 | $84.8T | 2712765.16% | |
| 14 | SMARGBPSMARTSHEET INC | 1,750,000 | $83.7T | 2676734.05% | |
| 15 | ZZILLOW GROUP INC | 1,670,000 | $74.3T | 2376418.25% | |
| 16 | FIVNFIVE9 INC | 950,000 | $68.7T | 2197561.85% | |
| 17 | PLNTPLANET FITNESS INC | 850,000 | $66.0T | 2112571.95% | |
| 18 | LYFTLYFT INC | 6,000,000 | $55.6T | 1779796.15% | |
| 19 | BURLBURLINGTON STORES INC | 275,000 | $55.6T | 1778436.18% | |
| 20 | DISDISNEY WALT CO | 500,000 | $50.1T | 1602040.53% | |
| 21 | KMXCARMAX INC | 700,000 | $45.0T | 1439836.52% | |
| 22 | FYBRFRONTIER COMMUNICATIONS PARE | 1,800,000 | $41.0T | 1311519.68% | |
| 23 | TWLOTWILIO INC | 500,000 | $33.3T | 1066053.73% | |
| 24 | UAUNDER ARMOUR INC | 3,700,000 | $31.6T | 1009927.12% | |
| 25 | AMBAAMBARELLA INC | 350,000 | $27.1T | 867082.64% | |
| 26 | UPSTUPSTART HLDGS INC | 400,000 | $6.4T | 203386.99% | Call |
| 27 | BYNDBEYOND MEAT INC | 300,000 | $4.9T | 155804.16% | Call |
| 28 | —LUMINAR TECHNOLOGIES INC | 500,000 | $3.2T | 103837.44% |