Dorsal Capital Management, LP
CIK 1547007
13F filing for Q2 2026・No. 1,333
- Holdings
- US$2.82B
- Quarter change
- +US$251.78M
- Entries
- 24
- Net bought (estimate)
- −US$56.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 8
- Cut 6
- Added 9
- Corporate actions 0
- Unchanged 2
Largest holdings
22 stocks worth US$2.78B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Added | 1,325,001 | US$315.8M | 11.36% |
| TSMTSMC ADRSPONSORED ADS | Cut | 570,000 | US$272.21M | 9.80% |
| FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C | Added | 2,350,000 | US$223.58M | 8.05% |
| HDHOME DEPOT INCCOM | Added | 600,000 | US$211.61M | 7.61% |
| LRCXLAM RESEARCH CORPCOM NEW | New | 400,000 | US$173.33M | 6.24% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | Added | 360,000 | US$165.29M | 5.95% |
| BURLBURLINGTON STORES INCCOM | Unchanged | 500,000 | US$158.4M | 5.70% |
| SESEA LTDSPONSORD ADS | Added | 1,550,000 | US$148.54M | 5.34% |
| PLNTPLANET FITNESS MASTER ISSUERCL A | Added | 2,775,000 | US$144.77M | 5.21% |
| MSFTMicrosoftCOM | Added | 355,000 | US$132.42M | 4.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.