Dorsal Capital Management, LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$3243.6T
Holdings
22
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 3,225,000 | $490.0T | 15.11% | Call |
| 2 | METAMETA PLATFORMS INC | 1,030,000 | $364.6T | 11.24% | |
| 3 | MSFTMICROSOFT CORP | 900,000 | $338.4T | 10.43% | |
| 4 | USFDUS FOODS HLDG CORP | 5,000,000 | $227.1T | 7.00% | |
| 5 | CRMSALESFORCE INC | 800,000 | $210.5T | 6.49% | |
| 6 | QSRRESTAURANT BRANDS INTL INC | 2,500,000 | $195.3T | 6.02% | |
| 7 | PLNTPLANET FITNESS INC | 2,500,000 | $182.5T | 5.63% | |
| 8 | ZZILLOW GROUP INC | 3,050,000 | $176.5T | 5.44% | |
| 9 | MLB1MERCADOLIBRE INC | 100,000 | $157.2T | 4.85% | |
| 10 | SMARGBPSMARTSHEET INC | 3,225,000 | $154.2T | 4.75% | |
| 11 | BURLBURLINGTON STORES INC | 625,000 | $121.5T | 3.75% | |
| 12 | FIVEFIVE BELOW INC | 450,000 | $95.9T | 2.96% | |
| 13 | VFCV F CORP | 4,800,000 | $90.2T | 2.78% | |
| 14 | TWLOTWILIO INC | 1,150,000 | $87.3T | 2.69% | |
| 15 | EPAMEPAM SYS INC | 275,000 | $81.8T | 2.52% | |
| 16 | LYFTLYFT INC | 4,400,000 | $66.0T | 2.03% | |
| 17 | MDBMONGODB INC | 160,000 | $65.4T | 2.02% | |
| 18 | FWONALIBERTY MEDIA CORP DEL | 700,000 | $44.2T | 1.36% | |
| 19 | DLTRDOLLAR TREE INC | 250,000 | $35.5T | 1.09% | |
| 20 | UAUNDER ARMOUR INC | 2,500,000 | $20.9T | 0.64% | |
| 21 | POOLPOOL CORP | 50,000 | $19.9T | 0.61% | |
| 22 | CROXCROCS INC | 200,000 | $18.7T | 0.58% |