Dorsal Capital Management, LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.6T
Holdings
22
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1,800,000 | $203.4B | 12.66% | |
| 2 | MSFTMICROSOFT CORP | 775,000 | $180.5B | 11.23% | |
| 3 | WMTWALMART INC | 1,000,000 | $129.7B | 8.07% | |
| 4 | USFDUS FOODS HLDG CORP | 4,000,000 | $105.8B | 6.58% | |
| 5 | BURLBURLINGTON STORES INC | 925,000 | $103.5B | 6.44% | |
| 6 | FIVEFIVE BELOW INC | 750,000 | $103.3B | 6.43% | |
| 7 | FIVNFIVE9 INC | 1,285,000 | $96.3B | 6.00% | |
| 8 | SMARGBPSMARTSHEET INC | 2,675,000 | $91.9B | 5.72% | |
| 9 | LBRDKLIBERTY BROADBAND CORP | 1,200,000 | $88.6B | 5.51% | |
| 10 | MLB1MERCADOLIBRE INC | 100,000 | $82.8B | 5.15% | |
| 11 | UAUNDER ARMOUR INC | 12,500,000 | $74.5B | 4.64% | |
| 12 | BILLBILL COM HLDGS INC | 555,000 | $73.5B | 4.57% | |
| 13 | AAPLAPPLE INC | 500,000 | $69.1B | 4.30% | Put |
| 14 | NOWSERVICENOW INC | 175,000 | $66.1B | 4.11% | |
| 15 | DTDYNATRACE INC | 1,350,000 | $47.0B | 2.92% | |
| 16 | MDBMONGODB INC | 200,000 | $39.7B | 2.47% | |
| 17 | ZZILLOW GROUP INC | 1,030,000 | $29.5B | 1.83% | |
| 18 | DISDISNEY WALT CO | 100,000 | $9.4B | 0.59% | |
| 19 | BYNDBEYOND MEAT INC | 350,000 | $5.0B | 0.31% | Call |
| 20 | BURL 2.25 04/15/25BURLINGTON STORES INC | 4,000,000 | $3.8B | 0.24% | |
| 21 | CWHCAMPING WORLD HLDGS INC | 74,792 | $1.9B | 0.12% | |
| 22 | UPSTUPSTART HLDGS INC | 75,000 | $1.6B | 0.10% |