Dorsal Capital Management, LP
An institutional investment manager in Redwood City, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1547007.
- Reported value$2.82bn
- Positions24
Holdings: 24 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Amazon Com IncAMZN | COM | 023135106 | 316 | 11.2% | 1,325,001 | Added+375,000 | |
| Taiwan Semiconductor ManufacTSM | SPONSORED ADS | 874039100 | 272 | 9.6% | 570,000 | Reduced−155,000 | |
| Liberty Media Corp DelFWONA | COM LBTY ONE S C | 531229755 | 224 | 7.9% | 2,350,000 | Added+325,000 | |
| Home Depot IncHD | COM | 437076102 | 212 | 7.5% | 600,000 | Added+100,000 | |
| LAM Research CorpLRCX | COM NEW | 512807306 | 173 | 6.1% | 400,000 | New+400,000 | |
| Spotify Technology S a | SHS | L8681T102 | 165 | 5.9% | 360,000 | Added+150,000 | |
| Burlington Stores IncBURL | COM | 122017106 | 158 | 5.6% | 500,000 | Unchanged | |
| Sea LtdSE | SPONSORD ADS | 81141R100 | 149 | 5.3% | 1,550,000 | Added+225,000 | |
| Planet Fitness Master IssuerPLNT | CL A | 72703H101 | 145 | 5.1% | 2,775,000 | Added+250,000 | |
| Microsoft CorpMSFT | COM | 594918104 | 132 | 4.7% | 355,000 | Added+40,000 | |
| Coupang IncCPNG | CL A | 22266T109 | 130 | 4.6% | 7,500,000 | Reduced−400,000 | |
| Meta Platforms IncMETA | CL A | 30303M102 | 124 | 4.4% | 220,000 | Added+10,000 | |
| Semtech CorpSMTC | COM | 816850101 | 89.0 | 3.2% | 550,000 | Reduced−250,000 | |
| Twilio IncTWLO | CL A | 90138F102 | 82.5 | 2.9% | 400,000 | Reduced−300,000 | |
| Okta IncOKTA | CL A | 679295105 | 81.9 | 2.9% | 600,000 | New+600,000 | |
| Jfrog Ltd | ORD SHS | M6191J100 | 79.5 | 2.8% | 875,000 | Reduced−275,000 | |
| Sharkninja Inc | COM SHS | G8068L108 | 76.1 | 2.7% | 500,000 | Reduced−500,000 | |
| V F CorpVFC | COM | 918204108 | 54.2 | 1.9% | 3,250,000 | Added+850,000 | |
| Nexstar Media Group IncNXST | COMMON STOCK | 65336K103 | 44.6 | 1.6% | 250,000 | Unchanged | |
| Coupang IncCPNG | CL A | 22266T109 | 34.7 | 1.2% | 2,000,000 | Call | New+2,000,000 |
| Southwest Airls CoLUV | COM | 844741108 | 33.4 | 1.2% | 650,000 | New+650,000 | |
| US Foods HLDG CorpUSFD | COM | 912008109 | 30.7 | 1.1% | 300,000 | New+300,000 | |
| Red Cat Holdings IncRCAT | COM | 75644T100 | 10.7 | 0.4% | 1,000,000 | Call | New+1,000,000 |
| Space Exploration Techn CorpSPCX | CLASS A COM STK | 84615Q103 | 6.8 | 0.2% | 40,000 | New+40,000 |
Sold out: 10 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Advance Auto Parts IncAAP | COM | 00751Y106 | 0.0 | 0.0% | 0 | Sold out−700,000 | |
| Applovin CorpAPP | COM CL A | 03831W108 | 0.0 | 0.0% | 0 | Sold out−75,000 | |
| Autodesk IncADSK | COM | 052769106 | 0.0 | 0.0% | 0 | Sold out−350,000 | |
| CAL Maine Foods IncCALM | COM NEW | 128030202 | 0.0 | 0.0% | 0 | Put | Sold out−100,000 |
| Echostar CorpECHO | CL A | 278768106 | 0.0 | 0.0% | 0 | Sold out−350,000 | |
| Marvell Technology IncMRVL | COM | 573874104 | 0.0 | 0.0% | 0 | Call | Sold out−500,000 |
| Nutanix IncNTNX | CL A | 67059N108 | 0.0 | 0.0% | 0 | Sold out−1,300,000 | |
| State STR SPDR S&P 500 ETF TSPY | TR UNIT | 78462F103 | 0.0 | 0.0% | 0 | Sold out−28,370 | |
| WIX Com Ltd | SHS | M98068105 | 0.0 | 0.0% | 0 | Sold out−350,000 | |
| Zillow Group IncZG | CL C CAP STK | 98954M200 | 0.0 | 0.0% | 0 | Sold out−2,450,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003525 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.