Dorsal Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Dorsal Capital Management, LP disclosed 25 US equity positions worth $2.5bn in its Q1 2026 13F filing. The largest position was TSM at 9.7% of the reported book, followed by AMZN and PLNT.
What did Dorsal Capital Management, LP own in Q1 2026? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 9.7% | $245.0m | 725,000 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 7.9% | $197.9m | 950,001 | – | |
| 3 | PLNT PLANET FITNESS MASTER ISSUER | Consumer Cyclical | 7.5% | $187.8m | 2,525,000 | – | |
| 4 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 6.8% | $172.2m | 2,025,000 | – | |
| 5 | HD HOME DEPOT INC | Consumer Cyclical | 6.5% | $164.4m | 500,000 | – | |
| 6 | BURL BURLINGTON STORES INC | Consumer Cyclical | 6.5% | $162.7m | 500,000 | – | |
| 7 | CPNG COUPANG INC | Consumer Cyclical | 5.9% | $149.2m | 7,900,000 | – | |
| 8 | META META PLATFORMS INC | Communication Services | 4.8% | $120.1m | 210,000 | – | |
| 9 | MSFT MICROSOFT CORP | Technology | 4.6% | $116.6m | 315,000 | – | |
| 10 | SE SEA LTD | Consumer Cyclical | 4.4% | $109.7m | 1,325,000 | – | |
| 11 | SN SHARKNINJA INC | Consumer Cyclical | 4.2% | $105.9m | 1,000,000 | – | |
| 12 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 4.0% | $101.8m | 210,000 | – | |
| 13 | Z ZILLOW GROUP INC | Communication Services | 4.0% | $101.4m | 2,450,000 | – | |
| 14 | TWLO TWILIO INC | Technology | 3.5% | $88.1m | 700,000 | – | |
| 15 | ADSK AUTODESK INC | Technology | 3.3% | $83.8m | 350,000 | – | |
| 16 | SMTC SEMTECH CORP | Technology | 2.4% | $61.5m | 800,000 | – | |
| 17 | FROG JFROG LTD | Technology | 2.1% | $54.0m | 1,150,000 | – | |
| 18 | NTNX NUTANIX INC | Technology | 2.0% | $49.4m | 1,300,000 | – | |
| 19 | NXST NEXSTAR MEDIA GROUP INC | Communication Services | 1.8% | $45.2m | 250,000 | – | |
| 20 | ECHO ECHOSTAR CORP | Communication Services | 1.6% | $41.0m | 350,000 | – | |
| 21 | VFC V F CORP | Consumer Cyclical | 1.6% | $40.8m | 2,400,000 | – | |
| 22 | AAP ADVANCE AUTO PARTS INC | Consumer Cyclical | 1.5% | $36.9m | 700,000 | – | |
| 23 | WIX WIX COM LTD | Technology | 1.3% | $31.5m | 350,000 | – | |
| 24 | APP APPLOVIN CORP | Communication Services | 1.2% | $29.9m | 75,000 | – | |
| 25 | SPY STATE STR SPDR S&P 500 ETF T | 0.7% | $18.5m | 28,370 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.