Dorsal Capital Management, LP
Dorsal Capital Management, LP reported 22 US-listed holdings worth $2.78 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Amazon.com Inc. (11.4%), Taiwan Semiconductor Manufacturing Company Limited (9.8%) and Liberty Media Corp. Del (8.0%). Against the quarter before, it opened 5 positions, added to 9, trimmed 6 and sold out of 8.
The 14 largest of its 22 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Lam Research Corp. LRCX$173.3 million
- Okta, Inc. OKTA$81.9 million
- Southwest Airlines Co. LUV$33.4 million
- US Foods Holding Corp. USFD$30.7 million
- Space Exploration Techn Corp. Class A Com STK SPCX$6.8 million
Added to 9
- Amazon.com Inc. AMZN+375,000 shares · +39%
- Spotify Technology S.A. SPOT+150,000 shares · +71%
- Home Depot, Inc. HD+100,000 shares · +20%
- Liberty Media Corp. Del FWONK+325,000 shares · +16%
- Sea Limited SE+225,000 shares · +17%
- Microsoft Corp. MSFT+40,000 shares · +13%
- V F Corp. VFC+850,000 shares · +35%
- Planet Fitness, Inc. PLNT+250,000 shares · +10%
and 1 more in the table below
Trimmed 6
- SharkNinja, Inc. SN-500,000 shares · -50%
- Taiwan Semiconductor Manufacturing Company Limited TSM-155,000 shares · -21%
- Twilio Inc. TWLO-300,000 shares · -43%
- Semtech Corp. SMTC-250,000 shares · -31%
- Jfrog Ltd FROG-275,000 shares · -24%
- Coupang Inc. Class A CPNG-400,000 shares · -5%
Sold out of 8
- Zillow Group Inc. Z$101.4 million last quarter
- Autodesk, Inc. ADSK$83.8 million last quarter
- Nutanix, Inc. NTNX$49.4 million last quarter
- EchoStar Corp. ECHO$41.0 million last quarter
- Advance Auto Parts Inc. AAP$36.9 million last quarter
- Wix.com Ltd. WIX$31.5 million last quarter
- AppLovin Corp. APP$29.9 million last quarter
- SPDR S&P 500 SPY$18.5 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Amazon.com Inc. AMZN | 1,325,001 | $315.8 million | 11.36% | +375,000 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 570,000 | $272.2 million | 9.80% | -155,000 |
| Liberty Media Corp. Del FWONK | 2,350,000 | $223.6 million | 8.05% | +325,000 |
| Home Depot, Inc. HD | 600,000 | $211.6 million | 7.61% | +100,000 |
| Lam Research Corp. LRCX | 400,000 | $173.3 million | 6.24% | new |
| Spotify Technology S.A. SPOT | 360,000 | $165.3 million | 5.95% | +150,000 |
| Burlington Stores, Inc. BURL | 500,000 | $158.4 million | 5.70% | no change |
| Sea Limited SE | 1,550,000 | $148.5 million | 5.34% | +225,000 |
| Planet Fitness, Inc. PLNT | 2,775,000 | $144.8 million | 5.21% | +250,000 |
| Microsoft Corp. MSFT | 355,000 | $132.4 million | 4.77% | +40,000 |
| Coupang Inc. Class A CPNG | 7,500,000 | $130.3 million | 4.69% | -400,000 |
| Meta Platforms, Inc. META | 220,000 | $123.9 million | 4.46% | +10,000 |
| Semtech Corp. SMTC | 550,000 | $89.0 million | 3.20% | -250,000 |
| Twilio Inc. TWLO | 400,000 | $82.5 million | 2.97% | -300,000 |
| Okta, Inc. OKTA | 600,000 | $81.9 million | 2.95% | new |
| Jfrog Ltd FROG | 875,000 | $79.5 million | 2.86% | -275,000 |
| SharkNinja, Inc. SN | 500,000 | $76.1 million | 2.74% | -500,000 |
| V F Corp. VFC | 3,250,000 | $54.2 million | 1.95% | +850,000 |
| Nexstar Media Group, Inc. NXST | 250,000 | $44.6 million | 1.61% | no change |
| Southwest Airlines Co. LUV | 650,000 | $33.4 million | 1.20% | new |
| US Foods Holding Corp. USFD | 300,000 | $30.7 million | 1.10% | new |
| Space Exploration Techn Corp. Class A Com STK SPCX | 40,000 | $6.8 million | 0.25% | new |
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Change is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Coupang Inc. Class A CPNG | Calls | 2,000,000 | $34.7 million |
| Red Cat Hldgs Inc. RCAT | Calls | 1,000,000 | $10.7 million |
2 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.