Dorsal Capital Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$3.7T
Holdings
24
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 1,625,000 | $290.4B | 7.75% | |
| 2 | WIXWIX COM LTD | 1,575,000 | $279.8B | 7.47% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 925,000 | $258.3B | 6.90% | |
| 4 | PLNTPLANET FITNESS INC | 2,325,000 | $241.3B | 6.44% | |
| 5 | MSFTMICROSOFT CORP | 445,000 | $230.5B | 6.15% | |
| 6 | CPNGCOUPANG INC | 7,000,000 | $225.4B | 6.02% | |
| 7 | ZZILLOW GROUP INC | 2,681,250 | $206.6B | 5.51% | |
| 8 | BURLBURLINGTON STORES INC | 800,000 | $203.6B | 5.43% | |
| 9 | USFDUS FOODS HLDG CORP | 2,525,000 | $193.5B | 5.16% | |
| 10 | HDHOME DEPOT INC | 475,000 | $192.5B | 5.14% | |
| 11 | AMZNAMAZON COM INC | 850,000 | $186.6B | 4.98% | |
| 12 | METAMETA PLATFORMS INC | 240,000 | $176.3B | 4.70% | |
| 13 | ADSKAUTODESK INC | 450,000 | $143.0B | 3.82% | |
| 14 | FWONALIBERTY MEDIA CORP DEL | 1,125,000 | $117.5B | 3.14% | |
| 15 | FLUTFLUTTER ENTMT PLC | 400,000 | $101.6B | 2.71% | |
| 16 | SNSHARKNINJA INC | 975,000 | $100.6B | 2.68% | |
| 17 | NTNXNUTANIX INC | 1,350,000 | $100.4B | 2.68% | |
| 18 | DTDYNATRACE INC | 2,000,000 | $96.9B | 2.59% | |
| 19 | QRVOQORVO INC | 1,000,000 | $91.1B | 2.43% | |
| 20 | MNDYMONDAY COM LTD | 425,000 | $82.3B | 2.20% | |
| 21 | NXSTNEXSTAR MEDIA GROUP INC | 375,000 | $74.2B | 1.98% | |
| 22 | APPAPPLOVIN CORP | 90,000 | $64.7B | 1.73% | |
| 23 | INODINNODATA INC | 600,000 | $46.2B | 1.23% | Put |
| 24 | AWNADVANCE AUTO PARTS INC | 700,000 | $43.0B | 1.15% |