Dorsal Capital Management, LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1684.2T
Holdings
21
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LBRDKLIBERTY BROADBAND CORP | 2,500,000 | $190.7T | 11.32% | |
| 2 | MSFTMICROSOFT CORP | 775,000 | $185.9T | 11.04% | |
| 3 | MLB1MERCADOLIBRE INC | 172,000 | $145.6T | 8.64% | |
| 4 | USFDUS FOODS HLDG CORP | 4,250,000 | $144.6T | 8.58% | |
| 5 | WMTWALMART INC | 800,000 | $113.4T | 6.74% | |
| 6 | NOWSERVICENOW INC | 275,000 | $106.8T | 6.34% | |
| 7 | FIVEFIVE BELOW INC | 600,000 | $106.1T | 6.30% | |
| 8 | SMARGBPSMARTSHEET INC | 2,663,689 | $104.8T | 6.23% | |
| 9 | AAPLAPPLE INC | 700,000 | $91.0T | 5.40% | Put |
| 10 | UAUNDER ARMOUR INC | 10,000,000 | $89.2T | 5.30% | |
| 11 | MDBMONGODB INC | 400,000 | $78.7T | 4.67% | |
| 12 | BURLBURLINGTON STORES INC | 350,000 | $71.0T | 4.21% | |
| 13 | DISDISNEY WALT CO | 800,000 | $69.5T | 4.13% | |
| 14 | ZZILLOW GROUP INC | 1,750,000 | $56.4T | 3.35% | |
| 15 | QSRRESTAURANT BRANDS INTL INC | 750,000 | $48.5T | 2.88% | |
| 16 | AMBAAMBARELLA INC | 360,000 | $29.6T | 1.76% | |
| 17 | AMZNAMAZON COM INC | 225,000 | $18.9T | 1.12% | |
| 18 | FIVNFIVE9 INC | 250,000 | $17.0T | 1.01% | |
| 19 | FYBRFRONTIER COMMUNICATIONS PARE | 435,338 | $11.1T | 0.66% | |
| 20 | BURL 2.25 04/15/25BURLINGTON STORES INC | 4,000,000 | $4.6T | 0.27% | |
| 21 | UPSTUPSTART HLDGS INC | 75,000 | $991.5B | 0.06% |