Dorsal Capital Management, LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$3.1B
Holdings
24
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 2,331,512 | $420.6T | 13728933.16% | Put |
| 2 | MSFTMICROSOFT CORP | 735,000 | $309.2T | 10094649.62% | |
| 3 | METAMETA PLATFORMS INC | 610,000 | $296.2T | 9669441.24% | |
| 4 | USFDUS FOODS HLDG CORP | 4,675,435 | $252.3T | 8237305.90% | |
| 5 | CRMSALESFORCE INC | 750,000 | $225.9T | 7373915.30% | |
| 6 | ZZILLOW GROUP INC | 3,860,000 | $188.3T | 6146669.37% | Put |
| 7 | PLNTPLANET FITNESS INC | 2,700,000 | $169.1T | 5520226.89% | |
| 8 | WIXWIX COM LTD | 1,050,000 | $144.4T | 4712372.09% | |
| 9 | QSRRESTAURANT BRANDS INTL INC | 1,720,050 | $136.7T | 4461138.71% | |
| 10 | SMARGBPSMARTSHEET INC | 3,150,000 | $121.3T | 3958968.41% | |
| 11 | BURLBURLINGTON STORES INC | 475,000 | $110.3T | 3600376.13% | |
| 12 | FIVEFIVE BELOW INC | 600,000 | $108.8T | 3552641.63% | |
| 13 | MLB1MERCADOLIBRE INC | 70,000 | $105.8T | 3455008.29% | |
| 14 | CPNGCOUPANG INC | 4,750,000 | $84.5T | 2758546.51% | |
| 15 | FWONALIBERTY MEDIA CORP DEL | 1,250,000 | $82.0T | 2676853.51% | |
| 16 | EPAMEPAM SYS INC | 275,000 | $75.9T | 2479158.08% | |
| 17 | LYFTLYFT INC | 2,500,000 | $48.4T | 1579180.35% | |
| 18 | AWNADVANCE AUTO PARTS INC | 481,336 | $41.0T | 1337019.12% | |
| 19 | VFCV F CORP | 2,500,000 | $38.4T | 1251918.68% | |
| 20 | DTDYNATRACE INC | 800,000 | $37.2T | 1212810.51% | |
| 21 | CROXCROCS INC | 200,000 | $28.8T | 938857.40% | |
| 22 | POOLPOOL CORP | 50,000 | $20.2T | 658603.90% | |
| 23 | KSPIKASPI KZ JSC | 115,500 | $14.9T | 485030.19% | |
| 24 | SHLSSHOALS TECHNOLOGIES GROUP IN | 302,502 | $3.4T | 110402.97% |