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Dorsal Capital Management, LP

Dorsal Capital Management, LP is an Investment Adviser institutional filer with the SEC under CIK 1547007, reporting 22 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Dorsal Capital Management, LP's most recent 13F filing, ranked by reported market value.

  1. AMAZON COM INC (AMZN)
  2. TAIWAN SEMICONDUCTOR MANUFAC (TSM)
  3. LIBERTY MEDIA CORP DEL (FWONK)
  4. HOME DEPOT INC (HD)
  5. LAM RESEARCH CORP (LRCX)
  6. SPOTIFY TECHNOLOGY S A (SPOT)
  7. BURLINGTON STORES INC (BURL)
  8. SEA LTD (SE)
  9. PLANET FITNESS MASTER ISSUER (PLNT)
  10. MICROSOFT CORP (MSFT)
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