Dorsal Capital Management, LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.5T
Holdings
17
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1,940,000 | $206.0B | 13.42% | |
| 2 | LBRDKLIBERTY BROADBAND CORP | 1,500,000 | $173.5B | 11.30% | |
| 3 | MSFTMICROSOFT CORP | 540,000 | $138.7B | 9.03% | |
| 4 | USFDUS FOODS HLDG CORP | 3,900,000 | $119.7B | 7.79% | |
| 5 | WMTWALMART INC | 950,000 | $115.5B | 7.52% | |
| 6 | FIVNFIVE9 INC | 1,200,000 | $109.4B | 7.12% | |
| 7 | SMARGBPSMARTSHEET INC | 3,475,000 | $109.2B | 7.11% | Call |
| 8 | BURLBURLINGTON STORES INC | 725,000 | $98.8B | 6.43% | |
| 9 | UAUNDER ARMOUR INC | 12,500,000 | $94.8B | 6.17% | |
| 10 | ZZILLOW GROUP INC | 2,600,000 | $82.5B | 5.38% | |
| 11 | MLB1MERCADOLIBRE INC | 100,000 | $63.7B | 4.15% | |
| 12 | APPAPPLOVIN CORP | 1,650,000 | $56.8B | 3.70% | |
| 13 | FIVEFIVE BELOW INC | 500,000 | $56.7B | 3.69% | |
| 14 | DTDYNATRACE INC | 1,350,000 | $53.2B | 3.47% | |
| 15 | DISHDISH NETWORK CORPORATION | 1,650,000 | $29.6B | 1.93% | Call |
| 16 | —QUALTRICS INTL INC | 1,788,427 | $22.4B | 1.46% | |
| 17 | HOODROBINHOOD MKTS INC | 600,000 | $4.9B | 0.32% |