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Dorsal Capital Management, LP
hedge fundUpdated 27 days agoManaged by Dorsal Capital Management, Llc • Latest filing Q2 2026
Portfolio value
$2.8B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
98.4%
Weight of largest holdings
Annualized return
-6.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $3.1B |
| Q2 2023 | $2.9B |
| Q3 2023 | $2.9B |
| Q4 2023 | $3.2B |
| Q1 2024 | $3.1B |
| Q2 2024 | $2.9B |
| Q3 2024 | $3.2B |
| Q4 2024 | $4.2B |
| Q1 2025 | $3.3B |
| Q2 2025 | $3.8B |
| Q3 2025 | $3.7B |
| Q4 2025 | $2.9B |
| Q1 2026 | $2.6B |
| Q2 2026 | $2.8B |
Top holdings
24 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMZN AMAZON COM INC | $315.8M | 1.33M | 11.18% | — |
| 2 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $272.2M | 570.0K | 9.64% | — |
| 3 | F FWONB LIBERTY MEDIA CORP DEL | $223.6M | 2.35M | 7.92% | — |
| 4 | H HD HOME DEPOT INC | $211.6M | 600.0K | 7.49% | — |
| 5 | L LRCX LAM RESEARCH CORP | $173.3M | 400.0K | 6.14% | — |
| 6 | S SPOT SPOTIFY TECHNOLOGY S A | $165.3M | 360.0K | 5.85% | — |
| 7 | B BURL BURLINGTON STORES INC | $158.4M | 500.0K | 5.61% | — |
| 8 | S SE SEA LTD | $148.5M | 1.55M | 5.26% | — |
| 9 | P PLNT PLANET FITNESS MASTER ISSUER | $144.8M | 2.77M | 5.13% | — |
| 10 | M MSFT MICROSOFT CORP | $132.4M | 355.0K | 4.69% | — |
| 11 | C CPNG COUPANG INC | $130.3M | 7.50M | 4.61% | — |
| 12 | M META META PLATFORMS INC | $123.9M | 220.0K | 4.39% | — |
| 13 | S SMTC SEMTECH CORP | $89M | 550.0K | 3.15% | — |
| 14 | T TWLO TWILIO INC | $82.5M | 400.0K | 2.92% | — |
| 15 | O OKTA OKTA INC | $81.9M | 600.0K | 2.90% | — |
| 16 | F FROG JFROG LTD | $79.5M | 875.0K | 2.82% | — |
| 17 | S SN SHARKNINJA INC | $76.1M | 500.0K | 2.70% | — |
| 18 | V VFC V F CORP | $54.2M | 3.25M | 1.92% | — |
| 19 | N NXST NEXSTAR MEDIA GROUP INC | $44.6M | 250.0K | 1.58% | — |
| 20 | C CPNG COUPANG INC | $34.7M | 2.00M | 1.23% | — |