Dorsal Capital Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.8T
Holdings
25
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 2,850,000 | $455.8B | 12.15% | Call |
| 2 | PLNTPLANET FITNESS INC | 2,475,000 | $269.9B | 7.20% | |
| 3 | AMZNAMAZON COM INC | 1,175,000 | $257.8B | 6.87% | |
| 4 | MSFTMICROSOFT CORP | 500,000 | $248.7B | 6.63% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,075,000 | $243.5B | 6.49% | |
| 6 | CPNGCOUPANG INC | 7,300,000 | $218.7B | 5.83% | |
| 7 | USFDUS FOODS HLDG CORP | 2,750,000 | $211.8B | 5.65% | |
| 8 | HDHOME DEPOT INC | 525,000 | $192.5B | 5.13% | |
| 9 | BURLBURLINGTON STORES INC | 750,000 | $174.5B | 4.65% | |
| 10 | ZZILLOW GROUP INC | 2,450,000 | $171.6B | 4.58% | |
| 11 | METAMETA PLATFORMS INC | 230,000 | $169.8B | 4.53% | |
| 12 | WIXWIX COM LTD | 1,050,000 | $166.4B | 4.44% | |
| 13 | FLUTFLUTTER ENTMT PLC | 525,000 | $150.0B | 4.00% | |
| 14 | ADSKAUTODESK INC | 425,000 | $131.6B | 3.51% | |
| 15 | DTDYNATRACE INC | 2,150,000 | $118.7B | 3.17% | |
| 16 | MNDYMONDAY COM LTD | 375,000 | $117.9B | 3.14% | |
| 17 | FWONALIBERTY MEDIA CORP DEL | 1,100,000 | $115.0B | 3.06% | |
| 18 | SNSHARKNINJA INC | 850,000 | $84.1B | 2.24% | |
| 19 | NTNXNUTANIX INC | 900,000 | $68.8B | 1.83% | |
| 20 | PLTRPALANTIR TECHNOLOGIES INC | 400,000 | $54.5B | 1.45% | Put |
| 21 | APPAPPLOVIN CORP | 100,000 | $35.0B | 0.93% | |
| 22 | QRVOQORVO INC | 405,000 | $34.4B | 0.92% | |
| 23 | AWNADVANCE AUTO PARTS INC | 700,000 | $32.5B | 0.87% | |
| 24 | UBERUBER TECHNOLOGIES INC | 250,000 | $23.3B | 0.62% | Put |
| 25 | HNGEHINGE HEALTH INC | 70,000 | $3.6B | 0.10% |