Dorsal Capital Management, LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$3125.1T
Holdings
28
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 4,200,000 | $433.8T | 13.88% | Call |
| 2 | MLB1MERCADOLIBRE INC | 245,000 | $322.9T | 10.33% | Put |
| 3 | ATVIEURACTIVISION BLIZZARD INC | 3,250,000 | $278.2T | 8.90% | |
| 4 | WMTWALMART INC | 1,250,000 | $184.3T | 5.90% | |
| 5 | LBRDKLIBERTY BROADBAND CORP | 2,130,000 | $174.0T | 5.57% | |
| 6 | MSFTMICROSOFT CORP | 600,000 | $173.0T | 5.54% | |
| 7 | AAPLAPPLE INC | 1,000,000 | $164.9T | 5.28% | Put |
| 8 | USFDUS FOODS HLDG CORP | 4,400,000 | $162.5T | 5.20% | |
| 9 | MDBMONGODB INC | 685,000 | $159.7T | 5.11% | |
| 10 | QSRRESTAURANT BRANDS INTL INC | 1,750,000 | $117.5T | 3.76% | |
| 11 | FIVEFIVE BELOW INC | 550,000 | $113.3T | 3.62% | |
| 12 | CRMSALESFORCE INC | 550,000 | $109.9T | 3.52% | |
| 13 | METAMETA PLATFORMS INC | 400,000 | $84.8T | 2.71% | |
| 14 | SMARGBPSMARTSHEET INC | 1,750,000 | $83.7T | 2.68% | |
| 15 | ZZILLOW GROUP INC | 1,670,000 | $74.3T | 2.38% | |
| 16 | FIVNFIVE9 INC | 950,000 | $68.7T | 2.20% | |
| 17 | PLNTPLANET FITNESS INC | 850,000 | $66.0T | 2.11% | |
| 18 | LYFTLYFT INC | 6,000,000 | $55.6T | 1.78% | |
| 19 | BURLBURLINGTON STORES INC | 275,000 | $55.6T | 1.78% | |
| 20 | DISDISNEY WALT CO | 500,000 | $50.1T | 1.60% | |
| 21 | KMXCARMAX INC | 700,000 | $45.0T | 1.44% | |
| 22 | FYBRFRONTIER COMMUNICATIONS PARE | 1,800,000 | $41.0T | 1.31% | |
| 23 | TWLOTWILIO INC | 500,000 | $33.3T | 1.07% | |
| 24 | UAUNDER ARMOUR INC | 3,700,000 | $31.6T | 1.01% | |
| 25 | AMBAAMBARELLA INC | 350,000 | $27.1T | 0.87% | |
| 26 | UPSTUPSTART HLDGS INC | 400,000 | $6.4T | 0.20% | Call |
| 27 | BYNDBEYOND MEAT INC | 300,000 | $4.9T | 0.16% | Call |
| 28 | —LUMINAR TECHNOLOGIES INC | 500,000 | $3.2T | 0.10% |