Dorsal Capital Management, LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$2927.7T
Holdings
25
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 1,025,000 | $307.7T | 10.51% | |
| 2 | AMZNAMAZON COM INC | 2,275,000 | $289.2T | 9.88% | |
| 3 | MSFTMICROSOFT CORP | 910,000 | $287.3T | 9.81% | |
| 4 | USFDUS FOODS HLDG CORP | 4,900,000 | $194.5T | 6.64% | |
| 5 | QSRRESTAURANT BRANDS INTL INC | 2,600,000 | $173.2T | 5.92% | |
| 6 | ATVIEURACTIVISION BLIZZARD INC | 1,764,455 | $165.2T | 5.64% | |
| 7 | CRMSALESFORCE INC | 800,000 | $162.2T | 5.54% | |
| 8 | ZZILLOW GROUP INC | 3,300,000 | $152.3T | 5.20% | |
| 9 | WMTWALMART INC | 900,000 | $143.9T | 4.92% | |
| 10 | MLB1MERCADOLIBRE INC | 105,000 | $133.1T | 4.55% | |
| 11 | SMARGBPSMARTSHEET INC | 3,100,000 | $125.4T | 4.28% | |
| 12 | FIVEFIVE BELOW INC | 750,000 | $120.7T | 4.12% | |
| 13 | NDQINVESCO QQQ TR | 300,000 | $107.5T | 3.67% | Put |
| 14 | BURLBURLINGTON STORES INC | 725,000 | $98.1T | 3.35% | |
| 15 | VFCV F CORP | 5,150,000 | $91.0T | 3.11% | |
| 16 | EPAMEPAM SYS INC | 325,000 | $83.1T | 2.84% | |
| 17 | MDBMONGODB INC | 200,000 | $69.2T | 2.36% | |
| 18 | TWLOTWILIO INC | 1,100,000 | $64.4T | 2.20% | |
| 19 | LYFTLYFT INC | 5,600,000 | $59.0T | 2.02% | |
| 20 | FYBRFRONTIER COMMUNICATIONS PARE | 2,000,000 | $31.3T | 1.07% | |
| 21 | UAUNDER ARMOUR INC | 3,000,000 | $19.1T | 0.65% | |
| 22 | POOLPOOL CORP | 50,000 | $17.8T | 0.61% | |
| 23 | CROXCROCS INC | 200,000 | $17.6T | 0.60% | |
| 24 | PLTRPALANTIR TECHNOLOGIES INC | 500,000 | $8.0T | 0.27% | Call |
| 25 | SYYSYSCO CORP | 100,000 | $6.6T | 0.23% |