Dorsal Capital Management, LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$2.9T
Holdings
22
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 2,080,000 | $403.5B | 13.91% | Put |
| 2 | AMZNAMAZON COM INC | 2,125,000 | $277.0B | 9.55% | |
| 3 | METAMETA PLATFORMS INC | 810,000 | $232.5B | 8.01% | |
| 4 | ATVIEURACTIVISION BLIZZARD INC | 2,700,000 | $227.6B | 7.85% | |
| 5 | MLB1MERCADOLIBRE INC | 170,000 | $201.4B | 6.94% | |
| 6 | USFDUS FOODS HLDG CORP | 4,552,000 | $200.3B | 6.90% | |
| 7 | MSFTMICROSOFT CORP | 550,000 | $187.3B | 6.46% | |
| 8 | WMTWALMART INC | 1,000,000 | $157.2B | 5.42% | |
| 9 | QSRRESTAURANT BRANDS INTL INC | 1,800,000 | $139.5B | 4.81% | |
| 10 | MDBMONGODB INC | 290,000 | $119.2B | 4.11% | |
| 11 | FIVEFIVE BELOW INC | 530,000 | $104.2B | 3.59% | |
| 12 | BURLBURLINGTON STORES INC | 625,000 | $98.4B | 3.39% | |
| 13 | PLNTPLANET FITNESS INC | 1,250,000 | $84.3B | 2.91% | |
| 14 | ZZILLOW GROUP INC | 1,525,000 | $76.6B | 2.64% | |
| 15 | CRMSALESFORCE INC | 350,000 | $73.9B | 2.55% | |
| 16 | SMARGBPSMARTSHEET INC | 1,800,000 | $68.9B | 2.37% | |
| 17 | VFCV F CORP | 3,200,000 | $61.1B | 2.11% | |
| 18 | TWLOTWILIO INC | 800,000 | $50.9B | 1.75% | |
| 19 | LYFTLYFT INC | 5,000,000 | $48.0B | 1.65% | |
| 20 | LBRDKLIBERTY BROADBAND CORP | 595,778 | $47.7B | 1.65% | |
| 21 | FYBRFRONTIER COMMUNICATIONS PARE | 1,800,000 | $33.6B | 1.16% | |
| 22 | UAUNDER ARMOUR INC | 1,200,000 | $8.1B | 0.28% |