Dorsal Capital Management, LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$3225.8T
Holdings
21
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1,975,000 | $368.0T | 11.41% | |
| 2 | USFDUS FOODS HLDG CORP | 4,500,000 | $276.8T | 8.58% | |
| 3 | PLNTPLANET FITNESS INC | 2,950,000 | $239.6T | 7.43% | |
| 4 | WIXWIX COM LTD | 1,400,000 | $234.0T | 7.26% | |
| 5 | METAMETA PLATFORMS INC | 400,000 | $229.0T | 7.10% | |
| 6 | ZZILLOW GROUP INC | 3,200,000 | $204.3T | 6.33% | |
| 7 | MSFTMICROSOFT CORP | 425,000 | $182.9T | 5.67% | |
| 8 | CPNGCOUPANG INC | 7,200,000 | $176.8T | 5.48% | |
| 9 | FLUTFLUTTER ENTMT PLC | 725,000 | $172.0T | 5.33% | |
| 10 | HDHOME DEPOT INC | 350,000 | $141.8T | 4.40% | |
| 11 | SESEA LTD | 1,500,000 | $141.4T | 4.38% | Call |
| 12 | QSRRESTAURANT BRANDS INTL INC | 1,900,000 | $137.0T | 4.25% | |
| 13 | AVGOBROADCOM INC | 750,000 | $129.4T | 4.01% | |
| 14 | DTDYNATRACE INC | 2,200,000 | $117.6T | 3.65% | |
| 15 | APHAMPHENOL CORP NEW | 1,700,000 | $110.8T | 3.43% | |
| 16 | BURLBURLINGTON STORES INC | 400,000 | $105.4T | 3.27% | |
| 17 | HUBSHUBSPOT INC | 150,000 | $79.7T | 2.47% | |
| 18 | PLTRPALANTIR TECHNOLOGIES INC | 2,000,000 | $74.4T | 2.31% | Put |
| 19 | FWONALIBERTY MEDIA CORP DEL | 900,000 | $69.7T | 2.16% | |
| 20 | AWNADVANCE AUTO PARTS INC | 750,000 | $29.2T | 0.91% | |
| 21 | AURAURORA INNOVATION INC | 1,000,000 | $5.9T | 0.18% | Call |