Dorsal Capital Management, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$3.3T
Holdings
24
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 2,500,000 | $326.2B | 9.97% | Call |
| 2 | AMZNAMAZON COM INC | 1,600,000 | $304.4B | 9.31% | |
| 3 | WIXWIX COM LTD | 1,450,000 | $236.9B | 7.24% | |
| 4 | PLNTPLANET FITNESS INC | 2,300,000 | $222.2B | 6.79% | |
| 5 | ZZILLOW GROUP INC | 3,050,000 | $209.1B | 6.39% | |
| 6 | USFDUS FOODS HLDG CORP | 2,875,000 | $188.2B | 5.75% | |
| 7 | BURLBURLINGTON STORES INC | 700,000 | $166.8B | 5.10% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,000,000 | $166.0B | 5.07% | |
| 9 | MSFTMICROSOFT CORP | 435,000 | $163.3B | 4.99% | |
| 10 | METAMETA PLATFORMS INC | 275,000 | $158.5B | 4.85% | |
| 11 | CPNGCOUPANG INC | 7,000,000 | $153.5B | 4.69% | |
| 12 | HDHOME DEPOT INC | 400,000 | $146.6B | 4.48% | |
| 13 | ADSKAUTODESK INC | 425,000 | $111.3B | 3.40% | |
| 14 | DTDYNATRACE INC | 2,150,000 | $101.4B | 3.10% | |
| 15 | FLUTFLUTTER ENTMT PLC | 450,000 | $99.7B | 3.05% | |
| 16 | FWONALIBERTY MEDIA CORP DEL | 1,100,000 | $99.0B | 3.03% | |
| 17 | MNDYMONDAY COM LTD | 375,000 | $91.2B | 2.79% | |
| 18 | AVGOBROADCOM INC | 455,000 | $76.2B | 2.33% | |
| 19 | SNSHARKNINJA INC | 850,000 | $70.9B | 2.17% | |
| 20 | NTNXNUTANIX INC | 900,000 | $62.8B | 1.92% | |
| 21 | APPAPPLOVIN CORP | 180,000 | $47.7B | 1.46% | |
| 22 | PLTRPALANTIR TECHNOLOGIES INC | 500,000 | $42.2B | 1.29% | Put |
| 23 | AWNADVANCE AUTO PARTS INC | 600,000 | $23.5B | 0.72% | |
| 24 | AURAURORA INNOVATION INC | 500,000 | $3.4B | 0.10% |