Dorsal Capital Management, LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2905.0T
Holdings
21
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1,800,000 | $347.9T | 11.97% | |
| 2 | USFDUS FOODS HLDG CORP | 4,650,000 | $246.4T | 8.48% | |
| 3 | MSFTMICROSOFT CORP | 545,000 | $243.6T | 8.39% | |
| 4 | PLNTPLANET FITNESS INC | 2,907,193 | $213.9T | 7.36% | |
| 5 | WIXWIX COM LTD | 1,300,000 | $206.8T | 7.12% | |
| 6 | METAMETA PLATFORMS INC | 410,000 | $206.7T | 7.12% | |
| 7 | CRMSALESFORCE INC | 600,000 | $154.3T | 5.31% | |
| 8 | ZZILLOW GROUP INC | 3,100,000 | $143.8T | 4.95% | |
| 9 | MLB1MERCADOLIBRE INC | 87,500 | $143.8T | 4.95% | |
| 10 | SMARGBPSMARTSHEET INC | 2,875,000 | $126.7T | 4.36% | |
| 11 | CPNGCOUPANG INC | 6,000,000 | $125.7T | 4.33% | |
| 12 | QSRRESTAURANT BRANDS INTL INC | 1,700,000 | $119.6T | 4.12% | |
| 13 | AVGOBROADCOM INC | 70,000 | $112.4T | 3.87% | |
| 14 | BURLBURLINGTON STORES INC | 450,000 | $108.0T | 3.72% | |
| 15 | FWONALIBERTY MEDIA CORP DEL | 1,200,000 | $86.2T | 2.97% | |
| 16 | AWNADVANCE AUTO PARTS INC | 1,250,000 | $79.2T | 2.73% | |
| 17 | DTDYNATRACE INC | 1,750,000 | $78.3T | 2.70% | |
| 18 | HDHOME DEPOT INC | 200,000 | $68.8T | 2.37% | |
| 19 | HUBSHUBSPOT INC | 75,000 | $44.2T | 1.52% | |
| 20 | VFCV F CORP | 2,500,000 | $33.8T | 1.16% | |
| 21 | KSPIKASPI KZ JSC | 115,500 | $14.9T | 0.51% |