Dorsal Capital Management, LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2.9B
Holdings
21
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1,800,000 | $347.9T | 11974318.47% | |
| 2 | USFDUS FOODS HLDG CORP | 4,650,000 | $246.4T | 8480543.84% | |
| 3 | MSFTMICROSOFT CORP | 545,000 | $243.6T | 8385215.74% | |
| 4 | PLNTPLANET FITNESS INC | 2,907,193 | $213.9T | 7364639.01% | |
| 5 | WIXWIX COM LTD | 1,300,000 | $206.8T | 7118531.81% | |
| 6 | METAMETA PLATFORMS INC | 410,000 | $206.7T | 7116438.84% | |
| 7 | CRMSALESFORCE INC | 600,000 | $154.3T | 5310215.23% | |
| 8 | ZZILLOW GROUP INC | 3,100,000 | $143.8T | 4950452.10% | |
| 9 | MLB1MERCADOLIBRE INC | 87,500 | $143.8T | 4950056.23% | |
| 10 | SMARGBPSMARTSHEET INC | 2,875,000 | $126.7T | 4362528.04% | |
| 11 | CPNGCOUPANG INC | 6,000,000 | $125.7T | 4327071.53% | |
| 12 | QSRRESTAURANT BRANDS INTL INC | 1,700,000 | $119.6T | 4118084.65% | |
| 13 | AVGOBROADCOM INC | 70,000 | $112.4T | 3868790.94% | |
| 14 | BURLBURLINGTON STORES INC | 450,000 | $108.0T | 3717770.29% | |
| 15 | FWONALIBERTY MEDIA CORP DEL | 1,200,000 | $86.2T | 2967606.86% | |
| 16 | AWNADVANCE AUTO PARTS INC | 1,250,000 | $79.2T | 2725073.99% | |
| 17 | DTDYNATRACE INC | 1,750,000 | $78.3T | 2695211.34% | |
| 18 | HDHOME DEPOT INC | 200,000 | $68.8T | 2370009.71% | |
| 19 | HUBSHUBSPOT INC | 75,000 | $44.2T | 1522710.93% | |
| 20 | VFCV F CORP | 2,500,000 | $33.8T | 1161803.21% | |
| 21 | KSPIKASPI KZ JSC | 115,500 | $14.9T | 512937.15% |