Institutional Fund
Dorsal Capital Management, LP
Redwood City, CACIK 15470075 filings on record
Portfolio Value
$2.52B
Q1 2026
Holdings
25
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-11.6%
from $2.85B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd9.7%
- Amazon Com Inc7.9%
- Planet Fitness Inc7.5%
- Liberty Media Corp Del6.8%
- Home Depot Inc6.5%
- Burlington Stores Inc6.5%
- Other55.1%
Portfolio Holdings
25 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 725.0K | $245.01M | 9.7% | −200.0K | Reduced |
| 2 | Amazon Com Inc | 950.0K | $197.86M | 7.9% | +950.0K | New |
| 3 | Planet Fitness Inc | 2.52M | $187.81M | 7.5% | −225.0K | Reduced |
| 4 | Liberty Media Corp Del | 2.02M | $172.17M | 6.8% | +900.0K | Added |
| 5 | Home Depot Inc | 500.0K | $164.44M | 6.5% | 0 | Held |
| 6 | Burlington Stores Inc | 500.0K | $162.69M | 6.5% | +25.0K | Added |
| 7 | Coupang Inc | 7.90M | $149.15M | 5.9% | +650.0K | Added |
| 8 | Meta Platforms Inc | 210.0K | $120.15M | 4.8% | −10.0K | Reduced |
| 9 | Microsoft Corp | 315.0K | $116.60M | 4.6% | −225.0K | Reduced |
| 10 | Sea Ltd | 1.32M | $109.72M | 4.4% | +250.0K | Added |
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