# Dorsal Capital Management, LP: Form 13F holdings

An institutional investment manager in Redwood City, CA. SEC CIK 1547007.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $2.82bn
- Positions: 24 (24 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1547007/000117266126003525/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $315.8m | 11.2% | 1,325,001 |  | Added +375,000 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $272.2m | 9.6% | 570,000 |  | Reduced −155,000 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S C | $223.6m | 7.9% | 2,350,000 |  | Added +325,000 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $211.6m | 7.5% | 600,000 |  | Added +100,000 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $173.3m | 6.1% | 400,000 |  | New +400,000 |
| SPOTIFY TECHNOLOGY S A | SHS | $165.3m | 5.9% | 360,000 |  | Added +150,000 |
| [BURLINGTON STORES INC (BURL)](/companies/burl.md) | COM | $158.4m | 5.6% | 500,000 |  | Unchanged |
| [SEA LTD (SE)](/companies/se.md) | SPONSORD ADS | $148.5m | 5.3% | 1,550,000 |  | Added +225,000 |
| [PLANET FITNESS MASTER ISSUER (PLNT)](/companies/plnt.md) | CL A | $144.8m | 5.1% | 2,775,000 |  | Added +250,000 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $132.4m | 4.7% | 355,000 |  | Added +40,000 |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $130.3m | 4.6% | 7,500,000 |  | Reduced −400,000 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $123.9m | 4.4% | 220,000 |  | Added +10,000 |
| [SEMTECH CORP (SMTC)](/companies/smtc.md) | COM | $89.0m | 3.2% | 550,000 |  | Reduced −250,000 |
| [TWILIO INC (TWLO)](/companies/twlo.md) | CL A | $82.5m | 2.9% | 400,000 |  | Reduced −300,000 |
| [OKTA INC (OKTA)](/companies/okta.md) | CL A | $81.9m | 2.9% | 600,000 |  | New +600,000 |
| JFROG LTD | ORD SHS | $79.5m | 2.8% | 875,000 |  | Reduced −275,000 |
| SHARKNINJA INC | COM SHS | $76.1m | 2.7% | 500,000 |  | Reduced −500,000 |
| [V F CORP (VFC)](/companies/vfc.md) | COM | $54.2m | 1.9% | 3,250,000 |  | Added +850,000 |
| [NEXSTAR MEDIA GROUP INC (NXST)](/companies/nxst.md) | COMMON STOCK | $44.6m | 1.6% | 250,000 |  | Unchanged |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $34.7m | 1.2% | 2,000,000 | Call | New +2,000,000 |
| [SOUTHWEST AIRLS CO (LUV)](/companies/luv.md) | COM | $33.4m | 1.2% | 650,000 |  | New +650,000 |
| [US FOODS HLDG CORP (USFD)](/companies/usfd.md) | COM | $30.7m | 1.1% | 300,000 |  | New +300,000 |
| [RED CAT HLDGS INC (RCAT)](/companies/rcat.md) | COM | $10.7m | 0.4% | 1,000,000 | Call | New +1,000,000 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $6.8m | 0.2% | 40,000 |  | New +40,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ADVANCE AUTO PARTS INC (AAP)](/companies/aap.md) | COM | $0 | 0.0% | 0 |  | Sold out −700,000 |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −75,000 |
| [AUTODESK INC (ADSK)](/companies/adsk.md) | COM | $0 | 0.0% | 0 |  | Sold out −350,000 |
| [CAL MAINE FOODS INC (CALM)](/companies/calm.md) | COM NEW | $0 | 0.0% | 0 | Put | Sold out −100,000 |
| [ECHOSTAR CORP (ECHO)](/companies/echo.md) | CL A | $0 | 0.0% | 0 |  | Sold out −350,000 |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $0 | 0.0% | 0 | Call | Sold out −500,000 |
| [NUTANIX INC (NTNX)](/companies/ntnx.md) | CL A | $0 | 0.0% | 0 |  | Sold out −1,300,000 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $0 | 0.0% | 0 |  | Sold out −28,370 |
| WIX COM LTD | SHS | $0 | 0.0% | 0 |  | Sold out −350,000 |
| [ZILLOW GROUP INC (ZG)](/companies/zg.md) | CL C CAP STK | $0 | 0.0% | 0 |  | Sold out −2,450,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003525. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.